October 28, 2026 release notes

Engagement Manager

Multi-tier structure management:
Build and maintain parent-child hierarchies up to ten levels deep from one Consolidation Setup screen (
Trial Balance
Setup
Consolidation
). Add, move, reorder, edit, or remove engagements without leaving the page, and include the same engagement in more than one consolidation.
Add child engagements from the consolidation:
Create a new client, create a new engagement, or link an existing one directly from Consolidation Setup, starting from a template if you like and setting up Guided Assurance at the same time. New child engagements copy account groupings, dates, engagement type, and tax settings from the top-level parent, but not trial balance data, journal entries, or workpapers.
Hierarchy navigation:
A new Consolidated menu in the breadcrumb shows the full structure, so you can jump to any engagement or open it in a new tab. Lock icons mark finalized engagements. There is a pop out button for each engagement to allow viewing of each one on a separate tab as well.
Finalize, roll forward, and unfinalize the whole structure:
Finalize, roll forward, and unfinalize the whole structure – Finalize or roll forward a parent and all of its child engagements in one pass, at every level. The Finalize wizard lets you filter each step by engagement. The Roll Forward wizard lets you name each new child or map it to an existing engagement, and if anything fails, a status view and Delete and Retry help you fix it and run it again. Engagements linked to Guided Assurance keep their links when rolled forward. When you unfinalize a parent, you can choose which child engagements to unfinalize with it.
Single-action consolidation:
Data
Consolidate
on a parent now processes the entire structure from the lowest level up, skipping finalized engagements. You are notified when changes need to be consolidated, a single dialog lists and fixes any period date mismatches, and the consolidation recalculates automatically after a trial balance import into the parent. Account groupings from the parent are also added to any child engagement that doesn't have them.
Custom Excel from any engagement:
Build a Custom Excel workpaper from any engagement in the consolidation and choose which engagement it is saved to. In the Excel add-in, you can insert values from other engagements in the same consolidation.
Labels and safeguards:
Consolidation labels now appear instead of engagement names in Journal Entries, reports, the Finalize wizard, imports, and the add-ins, so engagements with the same name are easy to tell apart. Period dates and tax settings are managed from the top-level parent, every parent always has a primary engagement, and a child engagement can't be deleted until it is removed from the consolidation. Deleting a top-level parent makes each of its direct children a separate top-level engagement, and an existing engagement can't be switched to or from the Consolidated structure.
Division filtering and imports:
Import trial balance data with
Divisions by column
, assigning each balance column to a division so division numbers are added to account numbers automatically. You can also filter the Journal Entry report by division and hide division numbers on
by columns
reports.

All child engagement journal entries are visible on the parent engagement.
Add child engagement journal entries directly on the parent engagement.
Create reports and Custom Excel documents in the parent engagement with child engagement data.
Insert formulas that link to child engagement trial balance data in an Excel document.
Export selected divisions to the tax product.

Notes report formatting:
Notes reports and their exports now keep the note's formatting, including lists, tables, and images, matching the
Workpapers
tab.
Assigned to me view:
The Assigned Notes count now opens a matching
Assigned to me
view and updates as soon as you add a note.

Application Enhancements and Fixes

Account groupings no longer disappear from a consolidated parent engagement after importing or consolidating.
Trial balance compare against divisional engagements now completes, and spreadsheet imports bring in every account, including files with duplicate accounts or descriptions that contain curly braces ({ }).
On fund engagements, masks such as *FFF are accepted, the selected Fund Template is saved, and the Fund Balance report shows the right columns when you change its detail level.
Very large trial balances (50,000 or more records) no longer freeze when showing all accounts, custom views filtered by a division keep filtering after that division is disabled, and the Tax Code report groups accounts under their assigned tax codes.

Paste a column:
Paste a whole column of values from a spreadsheet into the Debit or Credit column at once.
Journal entry details are no longer lost when you use the browser Back button right after opening an entry.
Select Account now shows and searches every account on trial balances with more than 1,000 accounts, entries with many accounts now use a single scroll bar, and the engagement list in the breadcrumb displays correctly as you scroll.
Users who can add but not modify journal entries can now add them, and users without the related permissions no longer see misleading messages or the Create New Account option.
An edited entry's type and option (such as Misstatement or Difference) now display correctly after saving. On consolidated engagements, Add account is no longer offered, and the Journal Entry report includes the Other, Other 1, and Other 2 types.
For UK firms, the Journal Entry report no longer lists the US-only Federal Tax and State Tax types, and the Attach button in Attach Workpaper Reference becomes available as soon as you select a workpaper.

Sign off from the Finalize wizard:
Sign off unsigned workpapers directly from the Finalize wizard.
Excel previews show every page, Word workpapers exported to PDF keep their original dates, adding many PDFs at once no longer stops responding, and long file names no longer block exports.
Workpapers restored from the recycle bin return to their original folder, and moving a folder to the recycle bin moves its template workpapers with it.
Large files (over 95 MB) that are too big to preview now show a message explaining they can't be previewed, instead of opening a blank page. Also, when you export a report as a ZIP file, the PDF inside now follows your "fit all columns on one page" setting, just like a direct PDF export does.
Custom Excel workpapers copied into another engagement no longer show empty fields after recalculating, and a warning appears when the two engagements have different structures. UK firms no longer see unrelated balance types when adding Custom Excel balance columns on a consolidated engagement.

Recalculating, saving, and closing Excel workpapers in the Office add-ins is much faster; recalculations that could take over an hour have been addressed.
Recalculating in the web add-in now matches the legacy add-in: no errors or blank workpapers, formatting is kept, and formulas and sections you add by hand are preserved.
Engagement links that pull account grouping amounts now show the correct value instead of 0, and the Procedure completed mark can now be added to merged cells.
Report option changes and new columns now apply to every sheet in multi-sheet reports, and changing the Account Grouping format in a Custom Excel workpaper no longer collapses a User Defined column (such as W/P Ref) or its workpaper links.
Note dialogs in the add-ins now include the More button for inserting images, video, and lists. The Assigned To list shows names and email addresses separately, the subject can't be changed from the View note dialog, and collapsing a note's replies no longer collapses the note itself.
In drill-down reports, the Close button works on the first click, and values in the report and its Excel export are no longer all shown in bold.

In the Notes list and the notes pane on the
Workpapers
tab, you can now scroll through a long note's preview with your mouse wheel. Previously, scrolling moved the whole list instead of the note you were reading.

Competitive Conversion Utility:
Version 2026.2 is now available on the Downloads page.
Dashboard filters and sorting are kept after closing an engagement, and suggested Roll Forward names now use the correct dates.
The client list loads for every user, the Guided Assurance properties page loads without refreshing the browser, Guided Assurance sign-in from Preferences stays signed in, and engagements with client names over 50 characters can be added to a consolidation.
Engagement History now records section locks correctly, and after a firm moves from Guided Assurance Standalone to full Engagement Manager, administrators see the trial balance Setup options that match their access.

Text (.txt) files can now be viewed from the
Communications
tab, selecting documents in a sub-request keeps you there, and clicking Delete with nothing selected no longer hangs. Hovering over a shortened document request name in the client email now shows the full name, and sending a request to more than one client contact is more reliable.