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This article applies to:

  • Product: Guided Assurance

February 19 release notes

We're excited to announce the latest updates and fixes in our product. Below are the key highlights from the recent release.

New features

CoCounsel Templates
  • Multiple Template Support
    : We enhanced CoCounsel integration with an intuitive interface now supports multiple templates (Conversation & Workspace).
  • Sparkle Icon Enhancement
    : A new visual indicator appears next to procedures when CoCounsel templates are available.
2026 General Guidance updates
  • Enhanced Planning Materiality
    : We improved guidance for "Method for Calculating Planning Materiality".
  • Risk Assessment Enhancements
    :
    • We enhanced Overall Financial Statement Risk management.
    • We improved Significant Risk handling popup boxes.
  • Audit Approach Optimization
    : We enhanced audit approach selection and linkage/comments functionality.

Single Audit improvements

CX-7.3 Risk Assessment Enhancements
  • Improved Data Flow
    : We fixed value reception from Audit Programs when Part 3.1 & Part 3.2 are selected.
  • PDF Generation Fix
    : "Direct and Material" information now correctly appears in generated PDFs.
Import Improvements
  • We fixed CX-7.3 and CX-7.4 import issues from desktop to online.
  • We resolved name display issues in
    Single Audit Import
     screen.
Progress Tracking Fixes
  • Accurate Status Display
    : We fixed progress bar displaying incorrect percentages after signoff.
  • Completion View Improvements
    : We enhanced status percentage accuracy for program procedures.
Threshold Management
  • 750K to 1M Transition
    : We fixed audit program retention issues during roll forward from 750M to 1M threshold.
  • Enhanced Import Support
    : We improved desktop file import to Guided Assurance using the final 750K threshold.

General enhancements

Multi-User Experience
  • Lock Message Fix
    : We resolved "DefaultLastName" text appearing in lock message notifications.
Disclosure Workpapers
  • Duplicate Prevention
    : We fixed duplicate entries in IR5 disclosure workpapers.

Future updates

This remediation release sets the foundation for upcoming enhancements including expanded third-party integrations and continued improvements to the Single Audit experience. Stay tuned for future releases that will further enhance your audit workflow efficiency.