Audit-based engagement workflow overview

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Prior to setting up an audit-based engagement binder in Workpapers CS, there are a number of tasks to consider. For example, you can choose to include client account information from the trial balance as part of the audit documentation, integrate documents from SMART Practice Aids within the engagement binder, and if engagement staff need to work at the client's office, you can set up and connect your fieldwork laptop to the client's database at their office location.

Click to view details Click a shape below to view details about each phase in the creation of an audit-based engagement.

link to workflow for trial balance link to workflow for workpapers link to fieldwork workflow link to smart integration workflow

workpaper audit overview

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