Accessible workpapers link with trial balance

• Share every file or workpaper simultaneously and synchronize work from any location.
• Automate the creation of new projects with binder templates customized to fit your organization’s needs.
• View staff members assigned to various workpapers.
• Create, respond to, and clear various types of notes for the Team, Open Items and Next Period issues.
• Manage secure online sign-offs by preparer and reviewer, and lock documents after final review.
• Finalize binders to prevent future changes and further secure the integrity of your workpapers and process.
• Roll forward an entire binder, including trial balance, linked financials and workpapers, with a single mouse click, leaving behind a secure archival binder for the previous period while starting work in the new current period binder.

You can maximize your ROI on Engagement with our comprehensive training and consulting options. Make implementation easy – our expert Engagement consultants will have you up and running in no time.

The Administrator module allows you to customize the application to fit the way you work. With the Administrator module, you can:

• Create staff groups to represent the different titles and roles of your staff members, and choose which rights to grant for each staffing title.
• Update staff member titles for promotions or changes with all new security rights of the title automatically applying to the staff member as they log in to the program.
• Assign staff members using flexible assignment options that allow you to grant access to electronic binders to all staff, binder teams or individual staff members.
• Share staff information, licensing and binders in a multioffice environment, with or without a wide area network, using Office Servers.
• Share your own department or company tips and policies using a customizable Tips of the Day feature.

Analyze your team’s workflow with digital dashboards

Organizing your workpapers and data for tax compliance purposes will allow you to focus on important tax issues and planning, rather than the mechanics of tax return data entry. A variety of dashboards give you an at-a-glance overview of your entire team:

• Engagement Today displays recently used binders, offers multiple sorting options, and identifies binders that are past due, have checked out workpapers, have new notes, or have not been synchronized in a week.
• Binder Snapshot displays the current user’s workpapers and workpaper count, as well as notes and sign-off details in one convenient location.
• Trial Balance Snapshot displays a digital dashboard for high-level financial data, ungrouped accounts, and out-ofbalance status for the selected trial balance and grouping list. Consolidated trial balance is displayed using the hierarchy of consolidation.