Roll forward workflow for SMART Practice Aids engagements that are linked in Workpapers CS

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Rolling forward SMART Practice Aids engagements that are linked to from Workpapers CS is a multi-step process that enables you to carry forward engagement documents at the same time in both applications.

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Related topics

Audit workflow, overview

Roll forward a linked SMART Practice Aids engagement from Workpapers CS

Integration workflow for audit-based engagements between SMART Practice Aids and Workpapers CS

Workpapers workflow for audit-based engagements

Workflow for audit collaboration in the field

Workflows in Workpapers CS

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