• Jazzit Fundamentals

    Jazzit Fundamentals is an integrated and flexible suite of templates for CaseWare Working Papers for a variety of engagement types and entity structures. Jazzit Fundamentals includes working papers, letters and a comprehensive financial statement template to streamline your client engagements. We support the latest accounting standards including CSRS 4200, CSRE 2400, and Post-auditor reporting.

  • Jazzit Checklists

    Choose Jazzit PEG Review or Audit Checklists and/or Jazzit PACT Checklists (for compilations).

    What can be easier? Just use copy components to add the Jazzit Checklists to your existing CaseWare files.

    Jazzit Checklists combine practical tools with licensed contact from CPA PEG (Professional Engagement Guide) and CPA PACT (Practice Advisory, Compilation, and Tax) to help practitioners complete efficient and cost-effective engagements.

  • Jazzit SCORE

    Jazzit SCORE is a reporting tool that automatically creates a comprehensive 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.

Providing comprehensive templates for CaseWare Working Papers since 2000.

Jazzit is Canada's leading supplier of comprehensive templates for CaseWare Working Papers.

Our mission is to help public practitioners leverage the power within CaseWare Working Papers 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 products include Jazzit Fundamentals, Jazzit PEG Checklists, Jazzit PACT, 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 one hundred templates that assists public accountants in completing year-end engagements with their corporate clients. With our office in Calgary, Alberta, Jazzit's software serves thousands of 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.’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. We are pleased to bring these efficiencies to you through our products.

What's New?

Oct. 18 PACT Update
Jazzit has released an update for PACT on October 18, 2022. It is now available for download.
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Sep. 30 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on September 30, 2022. It is now available for download.+MORE
July 7 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on July 7, 2022. It is now available for download.+MORE
Updating to CaseWare 2022
How do I convert my Jazzit files to the new version of CaseWare Working Papers?
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Jazzit with Java June 2022
If you were unable to attend our online "Jazzit with Java", the video is available on our website.
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Apr. 29 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on April 29, 2022. It is now available for download.+MORE
2022 Holiday Closures
View our office holiday closure dates during 2022.
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Why templates make dollars and sense
CANADIAN ACCOUNTANT discusses the efficiency, cost control driving popularity of third-party, integrated Caseware packages.VIEW ARTICLE