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

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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 Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

If you are licensed for and have PPC's SMART Practice Aids with the Fieldwork module installed, you can link engagement binders in Accounting CS Workpapers to SMART Practice Aids engagements to enable you to transfer, open, and edit SMART documents within the Workpapers Dashboard. For more information about audit-based engagements in Accounting CS Workpapers, see Workpapers workflow for audit-based engagements.

Click to view details Click a shape that contains a Link link icon icon to view detailed information.

Add Engagement binder
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Do you use SMART
Practice Aids?
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Do you have a
SMART Practice Aids
engagement?
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No
No
Yes
Yes
Proceed through the Create Client Engagement wizard
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Choose Client name and Engagement type
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Engagement is
created
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Engagement is
opened
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Choose which SMART documents to add to the linked engagement
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(Save if prompted)
(Save if prompted)
SMART documents are
available in the engagement
binder in the Workpapers
Dashboard
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SMART documents
are generated
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Accounting CS
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SMART Practice Aids
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No
No
Yes
Yes
Click the Add button
on the PPC tab of the Engagement Binders screen to open SMART Practice Aids
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Select an existing
engagement
Select an existing<div>engagement</div>
Create SMART Docs
Create SMART Docs
Add workpapers to the engagement binder
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Create a new engagement
Create a new engagement

Related topics

Audit workflow, overview

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

Workpapers workflow for audit-based engagements

Workflow for audit collaboration in the field

Workflows in Accounting CS

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