Document Management

PPC's Smart Practice Aids - Compilation and Review has decision-making tools that integrated with PPC's Guide to Compilation & Review Engagements and are available via the Checkpoint platform. Aids include automated checklists and forms to walk users through an entire engagement and coverage of multiple industries, including commercial, construction, dealerships, homeowners and nonprofit.

There is also coverage of multiple engagement types, including interim reviews performed under U.S. auditing standards and interim reviews of public companies, along with hyperlinks to relevant content on Checkpoint. Year-to-year roll forward of engagements with automatically flags changes while diagnostics identify errors and inconsistencies.

Price: First user, $585. Thomson Reuters: (800) 431-9025.