Cloud-based software for preparations, compilations, and review engagements

Using this preparation, compilation, and review (PCR) engagement software, you can empower staff with access to a guided workflow backed by expert commentary and automated engagement letters:

• Build templates in accordance with firm protocol leveraging broad, industry-specific content written by subject-matter experts
• Apply the same consistent documentation and process to all your PCR engagements
• Enhance your engagement experience with seamless integration to Engagement Manager and the only true confirmation service
• Ensure compliance on all your SSARS, SAS, and PCAOB PCR engagements We are your trusted global technology and innovation partner, offering a proven, robust application ecosystem worldwide.

Features

• **Real-time collaboration: **Work on engagements simultaneously from any location without version-control worries.
• **Tailored engagement forms: **Customize forms based on your responses to questions about each client's circumstances.
• **Dynamic progress tracking: **Pick up where you left off and find uncompleted steps with dynamic progress tracking.
• **Disclosure checklists: **Reduce completion time with numerous sample disclosures that include relevant requirements.
• **Alerts and diagnostics: **Quickly find unresolved issues and have peace of mind that nothing’s been missed.
• **Automatic roll forward: **Save time with updated forms for the next period with new questions or flagged requirements.