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SIMPLE

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COMPLEX

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A&A

401K/EBP
Prep/Comp/Review

Governmental
Multi-location

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SALES
APPROACH

SOFTWARE

WHAT
WORKS
WELL

SOLUTION

PROBLEM

A&A

Gathering documents

Portal with autotag

Standardized request lists

Suralink, HubSync, ShareFile

Reduce Admin and auditor time

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SALES
APPROACH

SOFTWARE

WHAT
WORKS
WELL

SOLUTION

PROBLEM

A&A

Engagement scope creep

Engagement letters with change orders

Defining scope clearly

HubSync, Amelio, Knuula, Ignition

Reduce audit risk with compliant engagement letters

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SALES
APPROACH

SOFTWARE

WHAT
WORKS
WELL

SOLUTION

PROBLEM

A&A

Review and Wrap-up

Minimize picking up and putting down work

CCH Axcess Engagement, CaseWare Cloud, Engagement Manager, Inflo

Electronic review in steps or phases

Improve your audit workflow to comply with the standards and new reporting in SAB 74 and various ASUs

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SALES
APPROACH

SOFTWARE

WHAT
WORKS
WELL

SOLUTION

PROBLEM

A&A

Scheduling

Automated scheduling integrated with Exchange/Outlook

Defining roles and individual capabilities to establish time and project estimates

WSG Empire Resource, ProStaff, CCH Data Axcess

Improve client and team experience with easier scheduling

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