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24 articles

• Getting started
  Start a free trial

  Create an account and open the sample engagement without a credit card.

• Getting started
  Open the sample engagement

  Use Summit Ridge as a completed training file with results and stamps.

• Workpapers
  Workpaper methodology library

  How the original program library is scoped, governed, and limited.

• Trial balance
  Import and link a trial balance

  CSV or paste balances to map cycles, seed leads, and drive materiality—trial balance linking inside the engagement file.

• Trial balance
  Record and evaluate account analytics

  Run reproducible prior-year variance and round-dollar tests, evaluate each finding, and retain independent review.

• Trial balance
  Import general-ledger detail

  Retain a governed client ledger population separately from audit adjustments.

• Trial balance
  Seed lead sheets from the TB

  Automation to create cycle lead worksheets from mapped balances.

• Engagements
  Set materiality

  Overall, performance, and clearly trivial thresholds on the engagement master.

• Workpapers
  Complete a workpaper

  Procedures, required fields, stamps, and open notes determine completion.

• Workpapers
  Use Suggest all safely

  Draft assist fills fields — always edit for facts obtained.

• Workpapers
  AI Assist panel

  Optional cloud drafting when enabled; local drafts otherwise.

• Review & sign-off
  Electronic preparer and reviewer stamps

  One-click stamps with user identity and timestamp.

• Review & sign-off
  Review notes

  Notes linked to workpapers with clear / reopen workflow.

• Review & sign-off
  Partner review, finalization, and file approval

  Clear blockers, lock finalized workpapers, then partner-approve the engagement.

• Engagements
  Print / PDF package

  Firm-branded export for permanent file with optional scope filters.

• Engagements
  Client PBC portal

  Share prepared-by-client requests without internal workpapers.

• Workpapers
  Sampling design studio

  Reproducible governed selections plus separate planning aids.

• Engagements
  Document vault folders and versions

  Current, permanent, and archive folders with lock and version history.

• Workpapers
  Methodology library scope and governance

  What the original, firm-adaptable library contains and where its coverage is limited.

• Security
  Enable multifactor authentication

  TOTP MFA required for owners and partners; optional firm-wide policy.

• Security
  Review login history

  See recent sign-in attempts for your account or firm.

• Billing
  Subscribe and manage billing

  Stripe Checkout and customer portal.

• Engagements
  Roll forward next period

  Create next-year structure with stamps and TB cleared.

• Troubleshooting
  Save failed or version conflict

  Another tab saved first or network error.