Trial Balance CS and Engagement CS

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Creative Solutions Accounting (CSA) provides seamless integration between the Engagement CS, Trial Balance CS, and the Financial Reporter module to provide you with a flexible and secure environment in which to prepare engagements. You can link with the CSA trial balance data and update your workpapers in Microsoft Excel and Microsoft Word either inside or outside of the Engagement CS workspace, enabling you to take advantage of integrated menus for enhanced productivity.

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