TeamMate’s clear status flags and filtering features allow reviewers to easily identify and navigate to areas of work that are ready for their review.

Functional access levels within TeamMate provide for distinct levels of authorization based upon your ‘role’ on a given project. For example, a preparer cannot sign-off work papers as reviewed and a read-only team member can view the project file but not make changes.

The TeamMate work program was developed from the ground up to maximize online preparation and review efficiently.

TeamMate EWP includes state of the art imaging software, which allows for incorporation of scanned images, faxes, emails and digital pictures into the file as audit evidence. Adobe Acrobat (PDF) files can also be imported into the imaging module, allowing annotations to be placed on top of the underlying data.

Powerful cross-referencing

A powerful point-to-point cross-referencing system automatically links your work program steps to the audit findings. Did you discover a purchase order that did not comply with corporate policy? Scan it in, and it is automatically linked to the audit step, detailed write-up and management report.

Additional TeamMate cross-referencing abilities include:

• Automatic referencing of work papers to coaching
• Notes and exception write-ups
• Hyperlinking across all applications
• Hyperlinking to websites, including files, eg. ACL
• Creating and links to bookmarks

TeamMate’s powerful reporting feature facilitates the automatic real-time drafting of issues, findings, work programs and time summaries into pre-formatted Microsoft Word Documents.

TeamMate Auditor Tool-Set

The TeamMate Auditor tool-set, an advanced toolbar, allows your team to document exceptions, tickmark workpapers, cross-reference, create coaching notes and electronically sign off workpapers.

CCH® TeamMate is noted for its advanced application integration. Audit findings are documented directly onto work programs or inside fully integrated Microsoft Word or Excel workpapers. The full functionality of these Microsoft documents are retained within TeamMate, and the additional ability to add cross references, tickmarks, issues/exceptions, coaching notes and sign-offs to documents is added by way of the advanced TeamMate toolbar.

All elements of the project file are automatically encrypted and compressed by TeamMate. This includes 3rd party workpapers such as Microsoft Word, Excel, Powerpoint, etc. Your workpapers are secure whether they are on your server, local PC or somewhere in email or WAN transit.