Thomson Reuters

Engagement CS is a powerful software solution that streamlines every aspect of your engagement workflow -- from compilation and review to final document archiving --so you can achieve complete, accurate, and cost-effective engagements every time.

Engagement CS gives the accounting profession what the assembly line gave manufacturing -- a way to streamline your processes and increase productivity overall. 

"Thomson Creative Solutions touts Engagement CS as a completely 'paperless engagement process' and the application lives up to this claim."

-- The CPA Technology Advisor

With Engagement CS, you can:

• Implement a 100% paperless engagement process and standardize procedures throughout your firm for increased efficiency and productivity -- all while maintaining full compliance.
• Allow staff to work collaboratively on the same engagement with multi-staff functionality -- and set up staff-level security to ensure file integrity and complete workflow control.
• Track the entire engagement process with advanced reporting and diagnostic features.
• Quickly and easily access the information you need to meet the new audit standards for risk assessment and audit documentation.
• Prepare interim financial statements.
• Enjoy 24/7 access and data security -- by incorporating Virtual Office CS, you gain remote Internet access to your software and data, reducing your IT burden and ensuring business continuance.

Why choose Engagement CS?

• Offers the advanced technology required to meet increasingly complex and time-consuming professional standards, and to streamline every aspect of engagement workflow management -- all in a completely paperless environment.
• As part of the CS Professional Suite -- the most technologically advanced system of tax and accounting software -- Engagement CS seamlessly integrates with other suite applications.
• Integrates with other leading applications -- such as PPC's SMART e-Practice Aids® -- Risk Assessment, PPC's e-Tools® suite (including e-Practice Aids® and e-Workpapers®), RIA research on Checkpoint®, and Microsoft® Excel and Microsoft® Word.

• Standardization tools: One of the powerful benefits of using Engagement CS is the ability to standardize engagements throughout your practice. Through standardization, you spend less time manipulating and deciphering documentation and gain time to improve and add value to your services.
• Quick engagement startup: Begin any engagement quickly and easily with Engagement CS. You can access a client's data from the prior year's trial balance and import current year balances using the spreadsheet import, or import balances from QuickBooks.
• Flexible engagement design: You can choose one of two standard processes for creating each new engagement. If you wish, you can roll forward the prior year's engagement and include important workpapers and notes while updating PPC's e-Practice Aids to the most current programs and checklists. Alternately, take advantage of the Engagement Wizard, which guides you through the steps for setting up a new engagement from start to finish.
• Paperless workflow: With Engagement CS, you will enjoy tremendous time and cost savings using the program's 100% paperless capabilities. Seamless integration with PPC, the industry's authority on engagement guidance, allows you to save needed practice aids, checklists, and workpaper templates directly in your engagement -- no printing required.
• Powerful engagement management features: Engagement CS boosts productivity from the early planning stages of an engagement with rapid assembly of workpapers, advanced security features that enable you to define staff-level permissions, and efficient assignment of staff workpapers. The comprehensive trial balance capabilities included with Engagement CS enable you to easily and accurately import unadjusted trial balances without re-keying data.
• Genuinely seamless integration: Enagement CS's integration with RIA, the industry's authority on research, allows you to instantly link to subject-specific research from within PPC e-Tools using Checkpoint. Checkpoint offers online access to all of your PPC and RIA products in one convenient location. To further increase the efficiency of your engagements, you can also create integrated and custom Microsoft® Excel and Microsoft® Word workpapers that are directly linked to the trial balance, and you can scan workpapers prepared by clients directly into Engagement CS.
• Staff Collaboration Features: For engagements that require fieldwork, Engagement CS provides you with advanced staff collaboration features, such as multi-staff functionality and the ability to take advantage of field networks. These tools enable you to maximize engagement efficiency by allowing multiple staff members to work on an engagement simultaneously, whether they are in the office or in the field.
• Tracking and Report Features: Powerful engagement management tools ensure ultimate control of the entire engagement workflow. Features such as signoff administration, note tracking, and workpaper diagnostic reports allow you to easily manage, track, and review the status of the engagement at any time.
• Flexible Financial Reporting: When you are ready to create financial statements, choose between using the system's built in powerful report writer (which uses a familiar spreadsheet-like matrix) or Microsoft Excel and Word to create financial statements linked directly to the trial balance data. Use the custom workpaper wizard to automatically create indirect or direct cash flow statements using Microsoft Excel worksheets. You can also seamlessly transfer client performance and peer benchmarking reports from Financial Analysis CS to Engagement CS.
• Tax Integration Features: If you also prepare the business tax return for an engagement client, you can seamlessly transfer the ending tax or adjusted balances into UltraTax CS® or GoSystem Tax ES to prepare returns in a matter of minutes. Exports are also available for other tax software programs.

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.