Jazzit: Leading Working Papers Productivity
Jazzit is a set of templates for Caseware Working Papers that creates a powerful suite of automated solutions for small and medium sized practitioners. Jazzit Templates combine decades of customer feedback with content from industry experts to create the most comprehensive collection of templates for Caseware Working Papers in Canada.
Stay current with a changing industry
Utilize content for all levels of assurance; Compilation, Review and Audit. Work within the most common financial reporting frameworks in Canada; ASPE, ASNPO and PSAS. Each statement page, note and accounting policy are individually date stamped to alert preparers when new content is available.
Your firm’s administrators can manage updates for the whole firm. Each Jazzit working paper, letter and checklist displays the version currently in the client file and the most recent version available. You can decide which version to use with a single click.
Automate workflows
Set your client’s structure once and let the financial statements and letters configure themselves to match. Save a significant amount of time each year as your working papers roll forward data automatically. Jazzit incorporates the GIFI code in map numbers, making it easy to export to your tax program. Utilize our integrated electronic signatures to sign financial statements, letters and checklists.
Create a logical workflow where data flows automatically from your trial balance to your working papers, from working papers to notes, and from notes to your income statement, balance sheet and cash flow. Save time as deliverables immediately reflect changes in supporting working papers, and data is automatically filled from the prior year file when the current year file is created.
Monitor work quality with integrated diagnostics
Notice errors in working papers sooner with integrated diagnostics. Database integration in the templates reduces data entry and transfer errors. Financial statements, notes and letters draw information from supporting working papers and client profile data to produce more consistent deliverables.
Identify issues before they get to the reviewer. Diagnostics will alert preparers when reconciliation errors occur, enabling problems to be solved when they arise. Reduce your review time and prevent excessive review queries.
Create consistent deliverables for clients
Jazzit templates are assembled from modules in a central location that is under your control. Every client financial statement and letter is created from the same pieces, ensuring that your firm’s output will be consistent from year to year and from client to client.
For clients with unique needs, your work from prior years is retained, and it is your choice as to which areas you want to update and which you want to keep.
Change the templates to meet your unique needs
Jazzit templates are modifiable, make changes and apply those changes to all your client engagements from a central location. Control which financial statement pages, notes and policies you wish to standardize. Jazzit’s interface is easy to use. Insert, sort and delete text and numeric content with simple mouse click options to create the presentation you require. Utilize financial statement presentation formats with as many as nine columns for complex statement presentations.
A variety of presentation options are provided in simple menus, making it easy for you to apply changes to bolding, spacing, indent and other common presentation preferences.
Choose from a variety of Jazzit products to suit your business
Jazzit has templates for the most commonly used documents in assurance practice. With financial statements that configure themselves to match your client’s structure and letters that include templated options for the most common engagement types, your file preparation time can be significantly reduced. All Jazzit templates can be added into your existing Caseware Working Papers files without starting new client files; implement solutions faster and easier.
“It is the standard for working papers software. I've used it my entire career.”
Find the answers you need
Yes, we license and use content from CPA Canada. An active PEG subscription license is required to purchase Jazzit Checklists. A PEG subscription is not required to purchase Jazzit Fundamentals.
Yes, any products that use Caseware Working Papers can be used in conjunction with Jazzit.
You can engage in our Jazzit Support Forum where users can find answers, ask questions and discuss their work.
Need more help?
For more information about Jazzit and how it can save you time or to request a demo, contact us at sales@caseware.com.
