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Technology Guide for Preparation, Compilation and Review Engagements

The typical practitioner is challenged with discovering and assessing relevant technology for their business, and it can take away from the firm's capacity to service clients as well.

In assessing the technology landscape of the profession, CPA.com and the AICPA have identified key performance factors for technology that will give firms a competitive advantage in how they approach preparation, compilation and review engagements.

This guide outlines those areas, providing some detail and context, and suggests specific actions to take to streamline your processes and procedures, examining five key areas for you to evaluate:

  • Engagement Setup and Build
  • Real-time Collaboration Process
  • Security
  • Integration of Methodology and Deliverables
  • Cloud Ecosystem