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July 2025

Workflow-Aligned Audit Output:

• Introduced a collection of new workbooks that break down the larger Audit workbook. Available for Data Extraction Audit users.

• Added a workbook tailored for Review engagements, showing only relevant data. Available for Data Extraction Audit users.

May 2025

CCH Engagement Axcess Upload Template

• Released pre-populated, pre-mapped workbooks with Trial Balance and General Ledger data for easy upload to CCH Axcess Engagement. Available for all Data Extraction Audit users.

April 2025

Sage Intacct Enhancements

• Enabled Accounts Receivable (AR) & Accounts Payable (AP) data collection for Sate Intacct