Workpaper Operations

Through built-in editing capabilities for multiple types of documents, you can embed Findings, insert Tickmarks, provide feedback or redact sensitive information
Bibliography

Keep track of references between workpapers, procedures, findings, and recommendations to guarantee all work is in sync
Final Report Workflows

For quality assurance on Final Reports, obtain the appropriate review for sections, references, or the whole final report with documentation of feedback at every stage
Monitor Compliance through Automation

Ensure compliance with regulatory reporting through automated testing and data requests