An integrated and flexible suite of CaseWare templates for a variety of engagement types and entity structures including working papers, letters and a comprehensive financial statement template to streamline your year-end engagements.
Powerful templates with licensed content from CPA PEG 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.
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.