Launching PPC's SMART Practice Aids from Engagement CS

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Integration between Engagement CS and PPC's SMART Practice Aids allows you to bring advanced audit functionality to your licensed Practice Aids products. When PPC's SMART Practice Aids are installed, you can perform the following tasks and insert the completed audit documents into the current engagement.

Special information

SMART Practice Aids procedures in Engagement CS

Notes

  • You cannot import SMART Practice Aids documents when more than one staff member is working in the engagement at the same time; the current engagement is locked during the import process.
  • You can choose File > New > Document, click the PPC tab of the New Document dialog, and click Document from SMART Practice Aids(TM) option to insert selected SMART Practice Aids into the engagement.

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