Discover how integrating your engagement management, compliance guidance, and AI-powered analysis eliminates workflow chaos and transforms your audit practice from start to finish.
Highlights
- Discover how audit workflow automation eliminates inefficiencies and risk by integrating engagement management, compliance, and AI-powered analysis.
- Explore the Thomson Reuters suite: Engagement Manager, Guided Assurance, and CoCounsel Audit, designed to streamline every step of the audit process.
- See real-world results from firms leveraging these solutions for improved efficiency, compliance, and client service excellence.
Audit professionals face an uncomfortable reality: the tools meant to simplify your work are often creating more complexity. When engagement management, compliance guidance, and document analysis live in separate systems, the result is inefficiency, redundant data entry, and increased risk. The answer is audit workflow automation that brings everything together.
That’s the vision behind the Thomson Reuters integrated audit suite: Engagement Manager, Guided Assurance, and CoCounsel Audit working seamlessly to transform how you manage engagements from start to finish.
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The cost of audit workflow disconnection
Engagement Manager: The hub of your audit workflow automation
Guided Assurance: Automated compliance at the moment of need
CoCounsel Audit: AI-powered intelligence that accelerates analysis
Complete audit workflow automation: Better together
The cost of audit workflow disconnection
Most firms piece together their audit workflow using multiple disconnected tools. One system handles trial balance. Another manages work papers. A third provides compliance guidance. Yet another reviews documents. Each transition between systems creates friction, which costs time, money, and accuracy.
The challenge isn’t just operational. Client expectations are higher, regulatory complexity continues to grow, and talent shortages mean your team is stretched thin. You need technology that doesn’t create more work. You need audit workflow automation that actually delivers on the promise of efficiency.
Engagement Manager: The hub of your audit workflow automation
Engagement Manager is the most comprehensive, cloud-based audit engagement management software for all types of engagements, including audit, accounting, and tax. It serves as your central command center, integrating full trial balance capabilities, work paper management, financial statement reporting functionality, and the ability to send and track all client communications, all in one place.
No more switching between platforms. No more wondering if your team is working from the latest version. Everything you need to manage engagements efficiently lives in a single, intuitive system.
Key capabilities:
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- Complete trial balance integration
- Centralized work paper management
- Financial statement reporting
- Client communication tracking
- Real-time collaboration across your team
Dave Radke is the President of Williams & Company, P.C., which has seven locations across Iowa and South Dakota, was asked about his favorite Engagement Manager feature:
“My favorite feature is the workflows — being able to find where that tax return is at and where we’re at in the audit process. We use workflows for everything. It keeps us really organized. We work a lot more together using other people in other offices to level up our whole team… We can work together to finish up an audit without having to be together in the same office.”
Guided Assurance: Automated compliance at the moment of need
Guided Assurance provides an automated process that delivers in-application guidance precisely when it’s needed. Built on over 40 years of audit methodology and content that have helped firms consistently pass peer review, it ensures every engagement complies with professional standards without slowing down your workflow.
Think of it as having an experienced audit partner looking over your shoulder, but without the bottleneck. Your team gets the compliance guidance they need to make confident decisions, and you get the assurance that nothing falls through the cracks.
Key capabilities:
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- Automated compliance checks aligned with professional standards
- In-application guidance at critical decision points
- Proven methodology trusted by thousands of firms
- Continuous updates reflecting the latest regulatory changes
Amy Pedrick, CPA and Audit Partner, West & Company CPAs PC shares her firm’s experience with Guided Assurance:
“Guided Assurance has been a game-changer for us. The integration, the ease of use, and the real-time collaboration features have helped us complete our audits so much faster and with greater confidence. It was a no-brainer to switch to Guided Assurance, and we’re extremely happy with the decision.”
CoCounsel Audit: AI-powered intelligence that accelerates analysis
CoCounsel Audit brings Fiduciary-Grade AI™ directly into your audit workflow. It analyzes documents, identifies risks, and surfaces insights in minutes — work that would traditionally take hours. Because it’s built on Thomson Reuters’ trusted content and designed specifically for audit professionals, you get AI you can rely on when accuracy matters most.
Your team can focus on judgment and client relationships while CoCounsel Audit handles time-consuming document review and analysis. That’s the power of intelligent automation working alongside human expertise.
Key capabilities:
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- AI-powered document analysis and risk identification
- Minutes instead of hours for routine review tasks
- Built on trusted Thomson Reuters audit content
- Seamless integration with your existing audit workflow
Real-world results: Plante Moran’s transformation
Plante Moran launched a comprehensive pilot program with 140+ participants, resulting in 87% of respondents believing the firm should purchase CoCounsel and make it available to all staff. After using the tool, 77% of respondents felt more confident using generative AI tools. Following the successful pilot, Plante Moran scaled its user base by 450%, demonstrating how CoCounsel Audit delivers measurable efficiency gains while building confidence in AI-powered audit workflows.
CoCounsel Audit
Automate complex workflows with proven agentic AI capabilities in CoCounsel Audit
Learn more ↗Complete audit workflow automation: Better together
Here’s what makes this integrated audit suite truly powerful. These three solutions are built to work together.
Engagement Manager provides your central workflow hub, eliminating the chaos of disconnected systems. Guided Assurance ensures compliance at every step, reducing risk and increasing confidence. CoCounsel Audit accelerates your analysis and review, freeing your team to focus on what matters most.
The result is audit workflow automation that’s faster, more accurate, and more efficient than disconnected point solutions could ever deliver. You get the operational efficiency that talent shortages demand, the compliance confidence that regulators require, and the client service excellence that differentiates your firm.
Transform your audit practice
Whether you’re already using one of these solutions or exploring your options for the first time, we can show you how the complete audit suite transforms your audit practice through true workflow automation.
Ready to eliminate disconnected tools and experience true audit workflow automation? Explore our audit workflow automation solutions:
