Advanced Collaboration Features Simplify the Most Complex Engagements
Designed to streamline every aspect of workflow management, Engagement ES offers the features that help you maintain complete control of the entire engagement process.
With Engagement ES, you can:
- Begin a new engagement with ease, using the Roll Forward feature to efficiently assemble workpapers
- Track the entire engagement process with advanced reporting and diagnostic features
- Set up staff-level security; for example, by using the group privileges feature to assign specific permissions, to ensure file integrity and complete workflow control
Assign staff to a specific group to limit access to certain engagement and program features.
- Set up instant networking for advanced field-based collaboration through direct integration with Colligo Workgroup Edition
- Allow staff to work collaboratively on the same engagement using multi-staff functionality
- Integrate with PPC e-Tools™ Suite—including e-Practice Aids™, e-Workpapers™, and SMART e-Practice Aids—Risk Assessment for access to the profession's authority in guidance and practice aids
- Integrate with other products within the Enterprise Suite, including GoSystem Tax ES, GoFileRoom ES, and Practice ES
Instantly link to PPC guidance from within the Engagement ES workspace.
- Integrate with Checkpoint® for PPC guidance and RIA research expertise
- Integrate with Microsoft® Excel® and Word
- Directly access Capital Confirmation, Inc. the world's leading service for electronic audit confirmations
- Prepare interim financial statements
- Ensure that nothing has been overlooked; use the Wrap Up Wizard to guide you through finalizing your engagement.
- Implement a completely paperless engagement process
Engagement ES is the profession's most comprehensive and powerful paperless engagement management system, and the ideal solution to handle all your firm's engagements with ease.
Back to top
