About Integration with Workpapers CS

Integration of SMART Practice Aids with Workpapers CS lets you bring advanced functionality to your licensed Practice Aids products. Link Workpapers CS engagement binders to SMART Practice Aids and bring documents in from SMART to existing engagements.
Follow a three-step process when integrating a SMART Practice Aids Engagement with Workpapers CS:
Step 1 – Link a SMART engagement to Workpapers CS.
Step 2 – Complete the steps in the Smart Practice Aids process to create tailored engagement programs and completed planning forms.
Step 3 – Generate and file SMART Practice Aid workpapers in the associated Workpapers CS binder.
You can then Perform a Rollforward of all linked prior period engagements.