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Audit engagement software

Automate your workflow with Engagement Manager

Rely on this comprehensive, cloud-based engagement management tool with full trial balance capabilities, work paper management, financial statement reporting functionality, and more

AI technology for risk analysis

Explore the most extensive digital engagement manager

  • AI risk analysis — Let AI analyze all transactions so your expertise is directed where it matters most.
  • Workpaper management — Manage complex engagements with tools that organize and track workpapers.
  • Powerful trial balance — Build financial statements efficiently with sophisticated trial balance capabilities.
Explore all features

Explore a self-guided tour of Engagement Manager

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Engagement Manager interactive product tour

Experience how a fully integrated cloud-based audit solution helps streamline your workflow to complete quality audit and assurance engagements faster and more accurately.

Take the tour

Complex engagements made simple

AI-powered audit

Reduce audit testing and catch items normally missed by humans so you can proceed with greater confidence.

Manage your entire audit

Efficiently organize your engagements, workpapers, files, trial balances, reports, and notes.

Real-time collaboration

Get access anytime, anywhere, with real-time updates and collaboration on engagements.

The value of Engagement Manager

Modern technology to complete audits faster

Take your audit practice into the future with Engagement Manager's data analytics and AI-powered capabilities. Streamline your workflow with a comprehensive, cloud-based solution that includes client communications.

See how the power of integration helps you complete audits faster

Streamline your PBC process with the ability to send and receive client communications from Engagement Manager.

Jeff Forrestall
Managing Partner, Forrestall CPAs

Create a better workflow with the ability to work on trial balances in Engagement Manager and import them into UltraTax.

Patrick Malone
Senior Manager, KerberRose

Discover how Engagement Manager can improve efficiency by helping you manage engagements in one place. 

Tim Downing
Owner, Downing & Company

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