Engagement Manager 1 July, 2026 release notes

Audit Intelligence Analyze

Guided client data upload
– A new guided, role-based upload experience on the client microsite presents role-specific instructions so clients can choose the right option and share their accounting data accurately. Password protection has also been removed from ledger and trial balance requests to simplify the process.
Workpaper improvements
– Unsampled Data workpapers are now sorted by risk level and then alphabetically by customer, supplier, or account name, and a confirmation banner on the Overview screen tells you when your file is ready in the Workpapers tab. Generation is also more reliable for very large datasets.

Large sampling jobs now complete reliably at multi-million-record scale, building on the large-dataset processing improvements from recent releases.
More accurate sample setup, including a corrected suggested sample size when excluding items selected in other audit areas, and dynamic updates to tolerable misstatement and audit area values on Guided Assurance engagements without refreshing the page.
Display and accuracy fixes across the Analyze workflow, including risk identification options, account selection values, and population segments on the Overview page.
Updated the client microsite labels and messages, and refreshed email content to reflect current functionality.

Engagement Manager

Division filtering for tax exports
– You can now select specific divisions when exporting trial balance data to ProSystem fx and Lacerte, so divisional engagements export only the data you need. Relevant journal entries are included in the filtered export for complete tax preparation data. Ultratax and GoSystem Tax products will be updating in the future to also add this support.
Added support for exporting documents to partner applications, with improved tracking of partner document uploads.
The title bar of Word and Excel documents is improved to start with the workpaper reference and description to make it easier to navigate to the correct document in the windows taskbar with multiple documents open at the same time.

Improved the consistency of trial balance values so journal entry changes are reflected accurately across all views, reducing the need for manual workarounds.
Resolved an issue where adjusted balance values were missing for certain accounts on imported trial balances.

Fixed issues where journal entry accounts could disappear or be overwritten with another entry's details when switching between entries.
Improved keyboard navigation and screen reader support across journal entry workflows.

Coming soon

We will be removing support for the legacy COM Add-in version of the Microsoft Office Add-in for Engagement Manager soon (Date to be determined.)
The new Web Add-in offers significant advantages: no registry entries or local files required, no separate 32-bit and 64-bit installers, and automatic updates that eliminate the need to reinstall on each computer. New Divisional and Consolidation features, along with the enhanced notes interface and journal entry shortcuts, will only be available in the Web Add-in. Please uninstall the legacy COM Add-in from Windows Control Panel before installing the new Web Add-in.
Reminder.
As shared previously, please make sure to install the latest GoFileRoom Add-in (v26.1.1) to enable new features and avoid potential issues when working across engagements.