AuditFile vs Engagement CS

AuditFile is a cloud platform for audits, reviews, and compilations, combining methodology, risk assessment, trial balance, workpapers, reporting, and AI. It includes industry-specific audit programs and planning documents, and firms can load custom programs. Trial balance imports are listed for QuickBooks Online, Xero, and NetSuite, alongside Microsoft Office 365 integration and Excel and Word add-ins. The product overview lists real-time dashboards and notifications, firm analytics, target tracking, and one-click financial statement generation. AuditFile says data is encrypted at rest and in transit, backups run nightly, and data is replicated across at least three AWS data centers. It reports a SOC 2 Type II examination and says it complies with GDPR and NIST 800-53 Revision 5. Authentication options include multifactor authentication, SSO, SAML, Active Directory, and LDAP. The Professional plan costs $179 a month per user with a one-year agreement, billed monthly; Pro Plus costs $249 a month per user on the same term. A 14-day trial is available.

Engagement CS is financial audit management software that also supports compilations, reviews and tax engagements. Its paperless process tracks work from engagement creation through archiving, with workpaper diagnostics and audit checklists. Teams share access to their work in a central binder. Workpaper tools described in the web demo include importing balances, rolling workpapers forward, tracking and routing work, and recording sign-off. Engagement CS includes workpaper templates, review workflows and audit reporting. The product page says it integrates with Microsoft Office and PPC guidance; the web demo describes links to PPC's Checkpoint Tools and SMART Practice Aids. Thomson Reuters offers a cloud trial that runs on a remote server accessed over the internet, but it cannot save or restore databases from a local workstation or LAN drive, and trial data is erased between visits. Connecting to the cloud trial requires a browser add-in download to the local PC. A separate download trial requires an account login or contact form submission. The product is paid, with pricing on request, and is listed for web and Windows with hybrid deployment.