• Jazzit Fundamentals

    Jazzit Fundamentals is an integrated and flexible suite of CaseView templates for a variety of engagement types and entity structures.  Jazzit Fundamentals includes working papers, letters and a comprehensive financial statement template to streamline your year-end engagements.

  • Jazzit Checklists

    Jazzit Checklists are powerful templates with licensed content from CPA C-PEM and CGA PPM  that, along with the Jazzit document management tools, help practitioners perform efficient, cost-effective compilation and review engagements. Templates update from the Jazzit Checklist Resource Centre.

  • Jazzit SCORE

    Jazzit SCORE is a reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients' business. Drawing on the trial balance info already entered, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.

Proudly supplying accountants with premium CaseWare templates since 2000.

Jazzit is Canada's leading supplier of premium CaseWare templates for accountants.

Our mission is to help public practitioners leverage the power within CaseWare and CaseView to complete engagements with greater efficiency and consistency. We believe in building trusted relationships with all our clients. Every client is like a partner, and we know that our success depends on your success with Jazzit. We have grown into a community of thousands of accounting professionals across Canada, making Jazzit the leader in CaseWare Productivity.

Our suite includes Jazzit Fundamentals, Jazzit Checklists and Jazzit SCORE, creating a powerful automated solution for small and medium sized practitioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 115 templates that assists public accountants in completing year-end engagements with their corporate clients. With our office in Calgary, Alberta, Jazzit's software serves over 6,200 accounting professionals across Canada.

Founded in 2000, Jazzit gives back to the national accounting and technology communities by supporting initiatives and providing scholarships to partners such as the Chartered Professional Accountants of Canada (C.P.A.), Certified General Accountants (C.G.A.), SAIT, and NAIT.

Accountants Templates Inc. (ATI), the company that creates the Jazzit Suite, was founded by Michael Chew who is a Certified Management Accountant and was a CaseWare / CaseView trainer for over five years. ATI’s objective was to find better ways to leverage the technology in CaseWare and CaseView to help accountants finish their engagements faster, easier, and more accurately. Today, we are pleased to bring these efficiencies to you through our products.

Our templates are extremely comprehensive!

Thank you for being our customer. 

What's New?

Tweet for a Chance to WIN
Chocolate lovers – learn about how to WIN a Purdys basket of chocolates.+MORE
Jazzit Checklists CGA Audit & Review
Jazzit has released an update on December 4, 2014 for the CGA Audit and CGA Review Checklists for the November 2014 PPM revisions.+MORE
Jazzit Training - Calgary, AB
January 20 (Introduction), January 21 (Advanced), January 22 (Administrator)+MORE
November 28 Jazzit Fundamentals Update
Jazzit has released an update on November 28, 2014, for the Jazzit Fundamentals. It is now available for download.+MORE
Jazzit Checklists Audit (CPEM) Update
Jazzit has released an update on November 26, 2014 for the CPA Audit Checklists for the August 2014 CPEM revisions+MORE
See you in Banff!
Banff Small Practitioners Forum on November 20 and 21. See you there.+MORE
October 30 Jazzit Fundamentals Update
Jazzit has released an update on October 30, 2014, for the Jazzit Fundamentals. It is now available for download.+MORE