• 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 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, SAIT, and NAIT.

Accountants Templates Inc. (ATI), the company that creates the Jazzit Suite, was founded by Michael Chew, CPA, CMA who was a CaseWare / CaseView trainer for over five years. ATI’s objective is 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?

Nov. 2016 Trivia Game Winner!
Congrats to Brian from Toronto who correctly answered our question! Thank you to everyone who participated.
November 25 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on November 25, 2016. It is now available for download.+MORE
Oct. 28 The Accountant Movie Event
Jazzit clients got together to catch the movie "The Accountant" with Ben Affleck.
Oct. 20-25 Small Practitioner Forums
It was great meeting up with a variety of people at both the Banff and Jasper Conferences.+MORE
October 14 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on October 14, 2016. It is now available for download.+MORE
Sep. 30 - FREE What's New Webinar
We invite you to take a one hour break from your busy schedule and see what great features we've added to Jazzit Fundamentals in 2016.+MORE
2016 CPA THE ONE National Conference
We had a great time at this year's conference in Vancouver, BC.
August 26 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on August 26, 2016. It is now available for download.+MORE
July 15 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on July 15, 2016. It is now available for download.+MORE
Jazzit CPA Awards
Congratulations to this year's winners at SAIT and NAIT.+MORE
Jazzit Checklists Update July 2016
This release includes updates to over 80 checklists, including the new Audit checklists.+MORE