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September 5, 2014

Thomson Reuters — Engagement CS

800-968-8900 CS.ThomsonReuters.com   2011 Overall Rating 4.25   Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including... Read more »

Marty McCutchen

800-968-8900

CS.ThomsonReuters.com

 

2011 Overall Rating 4.25

 

Best Firm Fit

Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks.

Strengths

  • Integration with PPC Practice Aids
  • Integration with other Thomson Reuters products, including document management and tax applications.
  • Web hosted version available

Potential Limitations

 

  • User interface & workflow may have a longer learning curve than some other applications

Summary & Pricing

Engagement CS is a full-featured product that offers some robust workflow/integration tools. If your firm is interested in integrating its engagement product with other products in the firm, Engagement CS needs to be researched. The distinguishing feature of this product is the integration with the PPC Practice Aids. For firms using PPC Practice Aids, I recommend a close look at this product.

 

Product Delivery Methods

_X_ On-premises

_X_ SaaS

_X_ Hosted by vendor

 

Basic System Functions 4.25

Engagement Management 4

Workflow & Collaboration 4.25

Integration/Import/Export 4.75

Help/Support 4

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Marty McCutchen

CPA.CITP

Marty spent 11 years as an auditor at PricewaterhouseCoopers and other regional CPA firms. In 2006, he founded CPA Service Group, which develops SaaS applications for CPA firms. In 2008, he started Highterrace, developers of custom web-based software applications for all types of commercial business (franchises, manufacturing, energy, learning, accounting, etc.). In addition to his software development efforts, Marty continues to provide accounting and finance consulting services to select clients.

View more articles from Marty McCutchen >

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