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CGA ASPE PPM Programs and Checklists for CaseWare

CGA ASPE Public Practice Manual (PPM) content coupled with JAZZ-it! for CaseWare's easy interface, provides you with powerful checklists for compilation and review engagements.

Our checklists are easy to use and easy to update from one central source (Resource Centre).

Watch our JAZZ-it! programs & checklists presentation

*Pricing and order form for CGA programs & checklists only

*If you are not already a JAZZ-it! client (financial statements, working papers, and letters), please click here for demonstration and pricing information.

Our programs and checklists templates are easy to use, easy to update, and easy to install. Our templates have a patented easy update process, a critical point of difference. New updates for your library can be downloaded from our website 24/7 with a click of a button.

Our programs and checklists are available as an annual subscription. Any changes to the programs and checklists will be provided to our clients via online.

Our programs and checklists currently work with CaseWare 2010 or newer.

User Benefits

  • Easy to use, learn, and adopt
  • Date Stamping allow you to know if there is a newer version available in the library
  • One button easy updates
  • Double click feature to enter or clear initials and checkmarks
  • Access to consistent standardized updated templates
  • Ability to insert new procedures quickly
  • Quick links to sign off, adjusting entries, and trial balance
  • Easy access to any documents in document manager
  • Ability to choose between 2 year and 1-5 year comparisons
  • Automatic variance (% and $) analysis with links to trial balance in CaseWare
  • Multiple link options by: account; mapping; L/S; Group; etc…
  • Ability to print on letter or legal size paper
  • Working paper references can be added quickly
  • Helps manage a paperless office
  • Consistent interface as JAZZ-it!

Administrator Benefits

  • Easy to use, learn, and adopt
  • Easy to update with our patented easy update process
  • Master file for programs and checklists can reside on server allowing quick updates
  • Ability to lockdown contents if desired so preparer cannot edit procedures
  • Ability to edit programs and checklists procedures
  • Ability to have programs and checklists resource center in any location
  • Create unlimited custom program and checklists using blank additional programs and checklists (4 formats are provided)
  • Consistent interface as JAZZ-it!
  • Can choose column selections
  • Ability to print on letter or legal size paper
  • Ability to choose to clear all checkmarks or retain checkmarks on roll forward
  • Ability to choose to clear all working paper references or retain working paper references on roll forward