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JAZZ-it! for CaseWare is the Right Choice
We recognize that efficiency, accuracy, consistency and timely updates are crucial in the accounting world, and to maintain leadership in CaseWare productivity, Accountants Templates Inc. (ATI) has developed a suite of templates that leverages the power of CaseWare and CaseView. The suite includes a number of letters, and working papers which draw key information from CaseWare.
Updates are provided on a regular basis and are available on our website 24/7. ATI helps public practitioners significantly increase their productivity with templates that are easy to use, easy to update, and easy to learn. Behind JAZZ-it!’s friendly user interface is a highly sophisticated system built on years of expertise and client feedback.
Our team provides friendly, professional service and support. We are committed to earning and maintaining your complete satisfaction every time you work with us.
Built by Accountants for Accountants
Our team includes designated accountants who bring over 20 years of public accounting and industry experience with extensive CaseWare knowledge. This practical experience helps us relate and understand accountants’ needs. We understand the issues and the business details that you encounter every day. Having a team of designated accountants on hand allows us to communicate more knowledgeably and efficiently with our clients.
Ease of Use
JAZZ-it! templates are easy to use, easy to update, and easy to learn. The templates can be added into your existing client files in a matter of minutes. Whether you are selecting engagement type, entities, sorting notes or inserting lines in the financial statement etc., all can be done with a click of a button. Our (insert, sort, delete) express button allows changes on the fly to all of our templates.
Flexibility
Nobody knows your business better than you do. JAZZ-it! templates are extremely flexible, making it possible for accountants to make changes on the fly. Inserting, sorting, and deleting of data and notes can all be done quickly and efficiently. Our express button allows quick changes to all of our templates without accessing design mode.
Updates
JAZZ-it! has a patented easy update process, a critical point of
difference. Updates are provided on a regular basis and include
changes in presentation mandated by the handbook , regulations,
wording in other documentation, and improvements to our templates.
These updates can be downloaded from our website 24/7 with a click
of a button.
Accuracy
JAZZ-it! increases accuracy by having working papers, letters and notes intelligently linked to the financial statements and CaseWare. By reducing manual data entry, the probability of errors is greatly reduced. All working papers, letters, and financial statements automatically roll forward, increasing accuracy in a file. JAZZ-it! has built in diagnostics in all of it’s working papers. The diagnostics helps your firms’ file preparers correct issues before the file is sent to the reviewer.
Continuity
JAZZ-it! suite of templates includes a number of letters, working papers and other file documentation that pulls in information from CaseWare. When a change is made, the change flows through to our working papers, letters, notes and financial statement as required.
Consistency
JAZZ-it! increases consistency by ensuring that all files have the same presentation, functionality, and accuracy. Having a consistent interface in our templates, results in templates that are easy to learn. Our patented update process allows users to track for new changes, customizations, and updates in all the templates.
Training
We provide comprehensive manuals and videos to get you started. Regional training courses are also conducted occasionally over the course of the year. Individuals can sign up for one or all three of our classes that we offer. We are committed to helping you and your employees get the most out of your technology investment!
Best Practices
We have grown into a community of thousands of accounting professionals
across Canada. Accountant feedback from across the country has resulted
in a collection of working papers, client letters, notes, and financial
statement generator that are easy to use, easy to update, and easy
to learn. Behind the user friendly interface is a highly sophisticated
system built on years of expertise and client feedback.
Support
Our support team is as close as the nearest telephone or your e-mail and we provide a toll free support line. Having a team of designated accountants available on hand we are able to help you with your questions. Questions can be answered within a matter of minutes.
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