October 30 release notes

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

Client forms

The Planning Form version of the Disclosure checklist is now supported for engagements without the Disclosure module enabled. This includes CX-13.1:
Disclosure Checklist
, and the following enhancements:
  • Accordion-style interface
    : Disclosure disclosure topics are now organized hierarchically, making it easier to navigate through requirements.
  • N/A for parent topics
    : Entire sections can be marked as
    Not Applicable
    .
  • Prepopulate toggle
    : Allows you to control whether engagement data auto-fills client forms.
  • PDFs with change tracking
    : Generated PDFs now flag any items where responses have been modified, allowing you to identify updated client input.

Disclosure checklists in Firm-managed engagements

Thomson Reuters ® Disclosure Requirements checklists are now available for use within firm-managed audit file systems.
  • Integration support
    : API access and developer-ready documentation to streamline firm setup.
  • Secure authentication
    : Dedicated sign in for access and control.

Issues resolved

  • Single Audit
    : Resolved issues affecting PDF Generation: AP-180:
    Schedule of Expenditures of Federal Awards
    , and AP-190 for the 84.425 Education Stabilization Fund program.
  • Client Forms
    : Improved loading speed when switching view modes in Disclosure Planning forms. Less waiting, more reviewing.
  • Disclosure
    : Resolved missing checklist selection for Disclosure Only in Employee Benefits Plan engagements.