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This article applies to:

  • Product: Guided Assurance

Run a disclosure review

Refer to the Disclosure Review overview before completing these steps to verify you've completed the prerequisites.
Do the following to run a disclosure review:
  1. Open your
    Disclosure Checklist
     from Engagement Manager.
  2. Select
    AI disclosure review
     in the checklist toolbar.
  3. Select
    Run
     from the dropdown.
  4. Upload or select the financial statements you want to review from your device or engagement, then select
    Submit
    .
note
The tool will analyze your financial statements and match disclosures to your checklist requirements. When the review is complete, AI suggestions appear inline next to each disclosure requirement.

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