| |
 |
| Benefit |
BASIC |
PRO |
| |
Automatically Generates Engagement Letters |
|
|
| |
Initial engagement letters |
X |
X |
| |
Follow-up engagement letters |
X |
X |
| |
Performs Data File Analyses |
|
|
| |
Performs commonly employed analyses |
X |
X |
| |
Dramatically reduces the time required to perform analysis over current manual process |
X |
X |
| |
Generates additional follow-up engagements |
X |
X |
| |
Eliminates uncertainly as to whether or not consultant will make a profit on the engagement |
X |
X |
| |
Professional Reporting Features |
|
|
| |
Built-in report diagnostics |
X |
X |
| |
Editable reports |
X |
X |
| |
Automatically generates conclusions report |
X |
X |
| |
Reports consistent with professional standards of reporting |
X |
X |
| |
Performs Knowledge Assessments |
|
|
| |
Accounting knowledge assessment |
–– |
X |
| |
Computer knowledge assessment |
–– |
X |
| |
QuickBooks® knowledge assessment |
–– |
X |
| |
Generate follow-up engagements |
–– |
X |
| |
Conduct Client Interview & In-Depth Data Gathering |
–– |
X |
| |
Manage Client Engagements with Engagement Status Board |
–– |
X |
| |
Maintain Engagement Quality Control Features |
|
X |
| |
Firm’s quality control standards for each service |
–– |
X |
| |
Engagement procedures checklists |
–– |
X |
| |
Built In Training Features |
|
|
| |
Engagement primers |
–– |
X |
| |
Context-sensitive info buttons |
–– |
X |
| |
Allows for Multiple-Level Engagement Staffing |
|
|
| |
Engagements can be broken down into discrete components |
–– |
X |
| |
|
|
|