Accessing Crunchafi from Thomson Reuters Guided Assurance

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Before Continuing

Please confirm your client’s Crunchafi lease list is fully up to date for the audit period, including any new leases, terminations, reassessments, modifications, and other updates, and that you have run any relevant Crunchafi reports as covered in our PPC Methodology Playbook. 

If your firm is not already using Crunchafi Lease Accounting, click here for more information. If, however, your firm has an account and you need access, contact your firm admin and request a new user invitation.

This article specifically covers how to access Crunchafi from TR Guided Assurance / Engagement Manager. If you need to generate reports from Crunchafi and send them to TR Engagement Manager, click here for instructions. 

1. From the Workpapers list in TR Engagement Manager, click on the AP-70 Property audit program for the client you are currently viewing.

2. Click the Crunchafi icon to the left of the procedure on the TR Guided Assurance list to go to Lease Accounting.

4. Enter your email address and click Continue.

5. If you already logged into Crunchafi, you will be taken to your Client Accounts list. If you are not logged in, you will be prompted for your credentials or signed in via SSO authentication (depending on your account settings). 

6. Choose the client from the list to open the My Leases page.

7. From the popup window, select the relevant option to view the procedure details in a separate tab/window. Clicking an option from this list takes you directly to the specific guide section in our PPC Methodology Playbook outside of Crunchafi.