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Compare SMART Practice Aids and Guided Assurance
Review the differences in functionality and terminology between SMART Practice Aids and Guided Assurance when using with Engagement Manager.
SMART Practice Aids | Guided Assurance |
|---|---|
Engagement "Save As". | Transfer File for Guided Assurance documents only. |
Dashboard | Widgets:
|
Master Engagement | Template |
Can suppress date on all sign-offs within "Sign-off Properties". | Must manually delete date on each step of audit program. |
Can't copy workpaper references. | Can copy workpaper references. |
Multi-user functionality requires a shared database installation. | Multi-user functionality is inherent in Guided Assurance. |
Documents can be generated as editable Checkpoint Tools (e.g., Word and Excel) documents. | Guided Assurance-enabled documents generate in PDF format only; can't generate as editable documents. |
Engagements can be rolled forward several times a year to "bring in" updates. | If using Engagement Manager and Guided Assurance, user must make sure that rolling forward won't impact their use of the trial balance and financials. |
SMART Practice Aids | Guided Assurance |
|---|---|
SMART Start | Quick Start |
SMART Design View | Linkage View |
This article applies to:
- Product: Engagement Manager
- Subject: Integration