Checkpoint Engage logo

Checkpoint Engage

by Thomson Reuters
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ActiveAvailable globallyCloud
Quick facts
VendorThomson Reuters
Year launched
StatusActive
Location2395 Midway Road Carrollton, TX 75006
Countries servedGlobal
Languages10
Integrations
Free tier
Free trial
Contact salesYES

About Checkpoint Engage

Checkpoint Engage is a tax and accounting software from Thomson Reuters that provides comprehensive solutions for professionals in tax, accounting, and international trade. It combines purchase management, tax and accounting support, and international trade and supply chain capabilities to help organizations navigate complex regulations. With its focus on tax, accounting, and trade solutions, Checkpoint Engage delivers trusted resources that aid in compliance and decision-making. Designed for professionals dealing with various aspects of tax and accounting, it ensures access to vital information and tools needed for effective management. Key capabilities: purchase management tax and accounting support international trade and supply chain compliance tools decision-making resources Best for: tax, accounting, and trade professionals that need reliable solutions for their organizational needs.

Checkpoint Engage, now known as Guided Assurance Single Audit, is a cloud-based solution developed by Thomson Reuters that facilitates the completion of Single Audits in compliance with the Office of Management & Budget (OMB) guidelines. It automates complex auditing processes and integrates smoothly with other tools within the Thomson Reuters Cloud Audit Suite, including Engagement Manager and Thomson Reuters Confirmation. This application primarily serves local governments, nonprofits, and educational institutions, providing a unified platform for managing audits efficiently while ensuring compliance with current standards. The user interface of Guided Assurance is designed to be intuitive, allowing for a streamlined experience during the audit process. It features a step-by-step guided workflow that simplifies setup and compliance checks, enabling users to easily navigate through various tasks. The system supports real-time collaboration, allowing multiple users to work simultaneously on the same engagement while ensuring that only one person can edit a document at a time through a multi-user lock, enhancing coordination among team members.

Pros & Cons

What users like
  • +Streamlined and automated audit process.
  • +Real-time collaboration with a secure multi-user lock.
  • +Compliance with OMB standards.
  • +Cloud-based for remote access.
What users flag
  • May be costly for smaller organizations.
  • Customization may require training for less experienced users.

Features

Key features

SEFA Support
Compiles necessary data for the SEFA report, essential for federal awards compliance.
Guided Process
Automates program identification and offers clear step-by-step audit guidance.
Staff Collaboration
Enables multiple team members to collaborate simultaneously, with real-time data sync.
Embedded Compliance
Integrates OMB requirements to ensure users are compliant with the latest standards.
Awards Tracking
Tracks and manages award data, including audit history for each program.
Cloud-Based Access
Flexible access for remote auditing, allowing online operations from a unified platform.

Additional features

Intuitive Setup Process
Provides an easy initial setup, including guided review questions for audit engagements.
Comprehensive Federal Award Snapshot
Summarizes all necessary awards data for SEFA report generation.
Risk Assessment Automation
Automates Type A/B program classifications and associated risk calculations.
Single Audit Tracking
Monitors the entire audit workflow, allowing exports to PDF for documentation.
Sign-Off and Review Features
Enables sign-off tracking, comments, and workpaper references to streamline audits.
Error Monitoring
Detects and displays errors, guiding users to address outstanding compliance issues.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
10
Interface languages
19
Billing currencies

Interface languages

ArabicChinese (Simplified)EnglishFrenchGermanItalianJapanesePortugueseRussianSpanish

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇲🇽MXN🇸🇬SGD🇭🇰HKD🇳🇿NZD🇰🇷KRW🇧🇷BRL🇸🇪SEK🇩🇰DKK🇳🇴NOK🇷🇺RUB

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