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Guided Assurance PCR
Cloud-based software for preparations, compilations, and review engagements

Why choose Guided Assurance PCR

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We created this video prior to our brand announcement in 2024: AdvanceFlow is now called Engagement Manager.

Using this preparation, compilation, and review (PCR) engagement software, you can empower staff with access to a guided workflow backed by expert commentary and automated engagement letters:

  • Build templates in accordance with firm protocol leveraging broad, industry-specific content written by subject-matter experts
  • Apply the same consistent documentation and process to all your PCR engagements
  • Enhance your engagement experience with seamless integration to Engagement Manager and the only true confirmation service
  • Ensure compliance on all your SSARS, SAS, and PCAOB PCR engagements

We are your trusted global technology and innovation partner, offering a proven, robust application ecosystem worldwide.

Realize immediate improved efficiency

Real-time collaboration

Work on engagements simultaneously from any location without version-control worries.

Tailored engagement forms

Customize forms based on your responses to questions about each client's circumstances.

Dynamic progress tracking

Pick up where you left off and find uncompleted steps with dynamic progress tracking.

Disclosure checklists

Reduce completion time with numerous sample disclosures that include relevant requirements.

Alerts and diagnostics

Quickly find unresolved issues and have peace of mind that nothing’s been missed.

Automatic roll forward

Save time with updated forms for the next period with new questions or flagged requirements.

Optimize efficiency with right-sized enhancements

Audit Intelligence, a suite of AI-powered solutions, is the latest way that Thomson Reuters brings the AI technology to the most trusted audit methodology.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. You can also call a regional representative at 800-968-8900.