Engagement files that pass practice inspection.
Every compilation and review engagement gets its checklist, letter, client identification and sign-off in one file.
- Client identification and ownership records
- Independence confirmed every year
- One inspection-ready file per engagement
$33.99CAD per month, plus taxes · Unlimited clients and engagements.
50% off your first 3 months
How it works
- Open the engagementCompilation (CSRS 4200) or review (CSRE 2400).
- Work the checklistEach step with its notes and evidence.
- Letter for e-signatureEngagement letter sent, signed and filed.
- Review and sign-offReviewer notes cleared, partner signs.