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As part of the process, accountants are required to plan their engagements by:

  • Determining the appropriateness of the client,
  • Establishing the services to be performed,
  • Reviewing the client's trial balance data and setting materiality,
  • Developing their overall strategy and,
  • Communicating their expectations and commitments to the client.

To assist the accountant in this process, tools are provided to systematically provide a framework within which the accountant can properly plan their approach. Key documents provided in the planning section of the template may include:

  • Letters
  • Materiality
  • Financial statement areas worksheet
  • Firm deliverables and client information

This online help system applies to all Caseware Audit, Review and Compilation products. Not all features are available in all products.