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.