Account Groups Group accounts through a familiar Windows Explorer style window. Point and click multiple accounts on the left and add them to customized group categories on the right. Setup customized account groupings for leadsheets and financial statements or use the ones that come with the program. File Room Access your client files using a friendly Windows Explorer style file room. Find both audit and tax engagement binders in the same client file.
Access binders simultaneously while working on different parts of the engagement.
Instantly exchange binders via email or the firm's network. Binders Organize your engagement using electronic binders that are identical to your physical binders. Include every trial balance, Excel workpaper, Word financial statement, and audit program or tax checklist inside. Organize contents with the same indexing system that you use in your hard copy binders. Link every Excel workpaper and Word report to the trial balance.