Guided Assurance

Single Audit

The only cloud-based Single Audit solution

Confidently complete Single Audits with ease

Overcome the complex, challenging, and ever-changing Single Audit requirements with Guided Assurance Single Audit, a cloud-based application that guides you through an automated process. Being part of the Guided Assurance family of products provides a seamless experience with your financial statement audit fieldwork for: local governments, nonprofits, school districts, and HUD engagements, along with the other Thomson Reuters® Cloud Audit Suite applications including Engagement Manager and Thomson Reuters Confirmation. Now you can complete all of your audits from a single platform.

Only Guided Assurance Single Audit is embedded with the Office of Management & Budget’s (OMB) Uniform Guidance and Compliance Supplement requirements and backed by an in-house team of expert CPAs and nationally recognized external authors that leverage prior-year inputs while directing you to comply with current standards.

A modern way to complete Single Audits

SEFA support

Compiles data needed for Schedule of Expenditures of Federal Awards (SEFA) report

Guided process

Automates the process of identifying major programs and provides step by step guidance

Staff collaboration

Allows multiple staff to collaborate in the same engagement at the same time with real time updates

OMB Compliance Supplement

Embedded with the current OMB Uniform Guidance and Compliance Supplement requirements

Awards tracking

Tracks and stores awards and expenditures, plus the last time a program was audited as major

Cloud-based solution

Delivers the flexibility to work from anywhere and complete audits online — from one platform

Guided Assurance Single Audit

Voted 2023 Top New Product by Accounting Today


Watch demo

Save time with a cloud-based solution

Guided Assurance (formerly Checkpoint Engage) Single Audit provides a guided process and detailed assistance to confidently complete Single Audits faster. Take a look at the new experience.

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We created this video prior to our brand announcement in 2024: Checkpoint Engage is now called Guided Assurance.

Comprehensive, guided process

Intuitive setup process

  • Enable Single Audit on an existing Engagement
  • Create a Single Audit only Engagement
  • Review filter questions based on Single Audit selection
  • Set up Single Audit based on automatically suggested compliance supplement

Analyze federal awards

Get a snapshot of all the awards and expenditures needed to generate the SEFA report.

  • Add federal awards for programs and clusters
  • Edit or delete awards
  • Track the entire Single Audit workflow
  • Export the entire form to PDF

Assess risk

Single Audit creates individual risk assessment forms in Engagement Manager for Type A and Type B programs, plus:

  • Automatically calculates the Type A threshold
  • Determines Type A and Type B programs based on the expenditures and award type
  • Assesses the risk of Type A programs to determine if the programs is major and tracks the coverage
  • Provides a counter that shows how many Type B programs need to be assessed as high risk to meet the required coverage

Track completion

  • Ensure the form can be edited by only one user at a time with a multi-user lock
  • Track the sign off progress
  • Edit sign offs using the tool bar menu option
  • Add the Workpaper reference for easy access
  • Leave a reviewer comment for colleagues
  • Monitor error messages

Ready to complete your Single Audits with ease?

Submit this form and someone from our sales team will get back to you — or call a representative at 800.968.8900

Special report

Requirements for auditors of for-profit recipients of HHS COVID-19 relief funding

Learn how to use Thomson Reuters resources to meet the HHS compliance audit requirements