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GoFileRoom

2024 Year-End Update and Productivity Training: Cloud Audit Suite - 2024 Recent Enhancements and Best Practices

Level: Basic

This session will dive into the latest advancements in the Cloud Audit Suite, focusing on the 2024 releases of Engagement Manager (formerly known as AdvanceFlow) and Guided Assurance (formerly known as Checkpoint Engage). We will uncover the new features and enhancements that have been introduced and discuss how they can optimize your firm's workflow. The session is designed to help you stay informed about the latest developments and ensure you're fully utilizing the potential of these tools to streamline your processes. For users that are new to the Cloud Audit Suite, prerequisites include Guided Assurance: Plan and Execute Audit Engagements and the Engagement Manager Trial Balance and Workpapers Essentials courses.

Target Audience: Professional Staff & Management

This course is eligible for 2.0 credits of NASBA CPE in the field of study: Computer Software & Applications - Non- Technical

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Course Objectives:

  • Explore the key updates in the 2024 Engagement Manager and Guided Assurance releases
  • Evaluate the best use of product releases
  • Determine how new program capabilities can be applied to daily practice
  • Identify best practices for using the new Engagement Manager User Interface
  • Customize new user and client capabilities in Engagement Manager
  • Review new tax functionality such as engagement specific tax functionality and tax reconciliation
  • Evaluate the Communications features in Engagement Manager
  • Illustrate the new Audit Intelligence Analyze functionality

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