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Engagement Manager overview
Engagement Manager is a secure, web-based, cost-effective, paperless audit and tax solution that can help your firm process workpapers, trial balances, and journal entries for your clients.
Set up Engagement Manager
- System requirements - Before you use Engagement Manager, confirm that your computers meet the system and software requirements for Engagement Manager. Pay close attention to the Adobe requirements.
- GoFileRoom IT checklist and Engagement Manager IT checklist - To accommodate software integration and internet set up options, you also need to make sure your computers are set up according to the IT checklists.