We are building our QofE practice from the ground up and I’m looking to implement a engagement management/work paper system. We are currently using a secure shared drive with different folders, but this quickly gets messy and unorganized. Does anybody use an engagement management system that they (dare I say it) enjoy and is simple to use? When I was in public accounting, we used Caseware, but that seems geared toward audits and tax returns, so there is a lot there that we won’t need.
A few quals: – Ability for multiple users to be in the file at once – Ability for multiple users to be in the same work paper at once – Integration with MS 365