Audit / Engagement Tools

February 26, 2019 

Characters 6139 800-PFX-9998 www.CCHGroup.com CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing advanced workflow tools, collaboration capabilities, automation of tasking, integration with external programs and strong oversight for audit managers. The system includes the core features...…

February 26, 2019 

Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…

February 26, 2019 

characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…

February 26, 2019 

EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…

February 26, 2019 

SOX doesn’t have to be administrative or manual.  More than 95% of Enterprises are managing SOX manually through a network of thousands of spreadsheets and shared folders resulting in redundant data and inefficiencies.  SOXHUB’s single-page design will finally change the way you work by providing a solution to truly streamline SOX in a simple, effective...…

February 26, 2019 

AuditDashboard 3.0 helps small, medium and large CPA firms standardize the information collection process. By offering a dynamic, web-based, alternative to the traditional excel prepared by client request list, we help firms increase productivity and enhance client experiences. AuditDashboard 3.0 compliments a firm’s existing software, updating how professionals and their clients work together. To learn more about...…

April 14, 2016 

CenterPoint Accounting Software is solid financial accounting software with strong customization capabilities and reporting options.   Better Data, Better Decisions. CenterPoint Accounting Software is a real-time accounting software application that allows businesses to track important information, so they can easily see which areas of the business are thriving, and which areas need improvement. CenterPoint Accounting...…

December 21, 2015 

Finding the right practice management solution can be challenging especially after an acquisition, as was the case when Maryland-based Faragalla & Associates’ founder, Albert Faragalla, CPA, purchased the accounting practice owned by ...

September 5, 2014 

Every firm, no matter the size, should be using either an engagement (audits, review, compilations, etc.) or trial balance (write-up work) system. In the past, engagement and trial balance software packages were “islands” of information that did not communicate very well with other systems. The first integrations were with other tax preparation systems. Now that...…

Marty McCutchen

September 5, 2014 

Audits are not the realm of only the Big 4 and other very large practices. Many small and mid-sized firms also offer A&A services to their clients. But audits can certainly be complex and labor intensive, not to mention the considerable regulatory obligations that accompany them. With the right tools and services, such as those…

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com   2011 Overall Rating 4.25   Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including...…

Marty McCutchen

September 5, 2014 

  CCH, a Wolters Kluwer business – ProSystem fx Engagement 800-739-9998 CCHGroup.com From the August 2011 Review of Engagement & Trial Balance Systems Best Fit: Firms that are trying to maximize overall engagement efficiency with integration with other CCH and third-party applications. Basic System Functions: CCH ProSystem fx Engagement uses a familiar Microsoft Explorer user...…

Marty McCutchen