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PPC's SMART Practice Aids
SMART Practice Aids - What's New
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Audit Essential
Price: Free

This class is designed for new subscribers to SMART Practice Aids – Audit Essential.  Existing users of  PPC's SMART Practice Aids Risk Assessment and Field Work should refer to classes available for those products.  In this class, you will learn how to plan and execute the entire PPC audit process within SMART.  You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Live WebinarLive Webinar


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Integration with Advance Flow (30-Minute Webinar)
Price: Free

In this class you will learn how SMART Practice Aids easily integrates with AdvanceFlow, the first web-based audit management application. You will learn how to work with SMART in AdvanceFlow to collaborate on even the most complex jobs anytime, anywhere. Built on the GoFileRoom platform that's already used by most of the top accounting firms around the U.S., AdvanceFlow features deep integration with PPC's SMART Practice Aids.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Learn How to Easily Install
Price: Free

Join one of our IT experts to listen to tips on installing PPC’s SMART Practice Aids.  This class is designed for the person in your firm responsible for installing and updating SMART Practice Aids.  You can also take advantage of learning about the best practices when installing SMART Practice Aids!

This class will review the various options and help you determine the best installation approach.  You will learn tips and tricks to ensure a successful installation.

NOTE: This course is intended for experienced IT personnel responsible for administrative and network installation and support of SMART Practice Aids. If you only use local installation, you do not need to attend this class.  Always refer to the support site for current system requirements documentation.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Prepare for Installing Database Upgrade to SQL Express 2008 R2
Price: Free

Join one of our IT experts and prepare for installing PPC’s SMART Practice Aids database upgrade to SQL Express 2008 R2.  This class is designed for the person in your firm responsible for installing and updating SMART Practice Aids.  You can also take advantage of learning about the best practices when installing SMART Practice Aids!

Firms that have traditionally used an Active Directory group policy to push SMART products to their user community will have an opportunity to review the options and learn tips and tricks.

NOTE: This course is intended for experienced IT personnel responsible for administrative and network installation and support of SMART Practice Aids.  If you only use local installation, you do not need to attend this class.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
50 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Network and Multi-User
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Network and Multi-User Access
Price: Free

Learn about setting up an environment on your firm’s network that lets multiple users work on the same client engagement in SMART Practice Aids at the same time. You’ll learn to use simple features that prevent conflicts from occurring between simultaneous users. You can also learn about Transfer and Receive options that facilitate field work, giving you the freedom to use SMART Practice Aids to work on an engagement when you leave the office.

Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour 15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Engagement CS Integration
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Integrating Field Work and Engagement CS
Price: Free

Learn about some of the powerful features available for integrating PPC's SMART Practice Aids - Field Work and Engagement CS, including how to link SMART and Engagement CS client engagements, create SMART Docs to store directly in Engagement CS client engagements, make changes to SMART Docs, use Rollforward settings to automatically replace documents from Checkpoint Tools or SMART Practice Aids, use SMART document placeholders in Engagement CS after Rollforward, and add other Checkpoint Tools documents to an Engagement CS client engagement. Additional information on using SMART Practice Aids in Virtual Office CS and on additional training resources is also provided.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour 30 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Risk Assessment
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Risk Assessment
Price: Free

This recorded class is designed for subscribers to SMART Practice Aids - Risk Assessment that do not have Field Work. Users of SMART Practice Aids Field Work should refer to classes available for that product.You will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs. You will also see how to easily access important installation and implementation guidance and support


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

SMART Practice Aids - Field Work
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Plan & Execute Audit Engagements (not using engagement software)
Price: Free

This recorded class is designed for Field Work users who do NOT use paperless engagement software.If you DO use paperless engagement software, you should refer to the class for SMART Field Work With Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools. You will learn how to plan and execute the entire PPC audit process within SMART. You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs.And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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PPC's SMART Practice Aids
SMART Practice Aids Functionality: Plan & Execute Audit Engagements (not using engagement software)
Price: Free

This class is designed for Field Work users who do not use paperless engagement software.  If you do use paperless engagement software, you should refer to the class for SMART Field Work With Paperless Software. In this class, you will see how SMART works together and integrates with the other products under your Thomson Reuters umbrella.  You will learn how to plan and execute the entire PPC audit process within SMART.  You will learn to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, and tailoring and completing audit programs.  And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
1.5
Duration:
1 hour 15 minutes

Available in: Live WebinarLive Webinar


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Plan & Execute Audit Engagements (using engagement software)
Price: Free

This class is designed for Field Work users who use paperless engagement software.  If you do NOT use paperless engagement software, you should refer to the class for SMART Field Work Without Paperless Software. In this class, you will see how SMART works together and integrates with the other products under your Thomson Reuters umbrella.  You will learn how to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, tailoring and completing audit programs, and generating SMART Image Documents to store in your paperless software.  And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
1.5
Duration:
1 hour 15 minutes

Available in: Live WebinarLive Webinar


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Plan & Execute Audit Engagements (using engagement software)
Price: Free

This recorded class is designed for Field Work users who use paperless engagement software.  If you do NOT use paperless engagement software, you should refer to the class for SMART Field Work Without Paperless Software. In this class, you will see how SMART works together and integrates with Checkpoint and Checkpoint Tools.  You will learn how to efficiently use this automated workflow tool, including documenting audit planning, assessing risk, tailoring and completing audit programs, and generating SMART Image Documents to store in your paperless software.  And, you will also see how to easily access important installation and implementation guidance and support.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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SMART Practice Aids - Internal Control
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Internal Control
Price: Free

This course, PPC's SMART Practice Aids - Internal Control, provides guidance in finding your way step-by-step through a top-down, risk-based process for making internal control assessments on each engagement.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids - Disclosure
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Getting Started with Disclosure
Price: Free

In this recorded webinar, learn how to use PPC’s SMART Practice Aids – Disclosure, fully integrated with the SMART Practice Aids Risk Assessment and Internal Control, as well as Field Work. You will learn how to take advantage of the dynamic SMART Practice Aids functionality when creating and completing your disclosure checklists. Also, you will learn how to easily create, customize and maintain Firm Libraries of approved note disclosures. See how to easily key word search example note disclosures in your Firm Libraries and PPC Libraries. And learn how to easily update your disclosure checklist to ensure you and your staff are using the most current checklist available on each engagement.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Getting Started with Disclosure
Price: Free

Learn how to use PPC’s SMART Practice Aids – Disclosure, fully integrated with the SMART Practice Aids Risk Assessment and Internal Control, as well as Field Work. You will learn how to take advantage of the dynamic SMART Practice Aids functionality when creating and completing your disclosure checklists. Also, you will learn how to easily create, customize and maintain Firm Libraries of approved note disclosures. See how to easily key word search example note disclosures in your Firm Libraries and PPC Libraries. And learn how to easily update your disclosure checklist to ensure you and your staff are using the most current checklist available on each engagement.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour

Available in: Live WebinarLive Webinar

SMART Practice Aids - Single Audit
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Single Audit (without Field Work)
Price: Free

Learn about using SMART Practice Aids - Single Audit to save time, reduce potential errors, and ensure compliance. Follow the Single Audit process of audit planning, entering federal awards, determining low-risk auditees, identifying major programs, and reviewing and modifying compliance programs. Learn how to use diagnostics to eliminate issues and how to generate schedules, forms, and compliance audit programs. In addition, you’ll learn about the Transfer, Receive, and Rollforward features.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
45 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Single Audit Suite
Price: Free

Learn about using SMART Practice Aids - Single Audit Suite with Field Work to save time, reduce potential errors, and ensure compliance. Follow the Single Audit process of audit planning, entering federal awards, determining low-risk auditees, identifying major programs, and reviewing and modifying compliance programs. Learn how to use diagnostics to eliminate issues and how to generate schedules, forms, and compliance audit programs. In addition, you’ll learn about the Transfer and Receive features, which make it possible to take your engagement into the field, and the Rollforward feature, which lets you create a new engagement based on a prior period engagement.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Single Audit Suite
Price: Free

This class is for the new user of the SMART Practice Aids Single Audit Suite and those who recently added Field Work. We will show you how you can perform your entire single audit process within SMART. We will look at how to access the planning forms you need, how to enter federal awards, determine low-risk auditees, and identify major programs. You'll also learn how to review and modify the compliance programs, sign off on the program steps, and generate schedules, forms, and compliance audit programs.


Field of Study: Computer Software & Applications
CPE Credit:
1
Duration:
1 hour 15 minutes

Available in: Live WebinarLive Webinar

SMART Practice Aids - Product Demonstration
PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning - Quick Tour
Price: Free

PPC’s SMART Practice Aids Suite

Saves time by bringing advanced functionality to your existing PPC’s Practice Aids. Click the ‘Get Learning’ button below to view one or all of the topics.

Field of Study: Specialized Knowledge and Applications
CPE Credit: N/A
Duration: 1 hour, 30 minutes

  • PPC's SMART Practice Aids - Risk Assessment
  • PPC's SMART Practice Aids - Internal Control
  • PPC's SMART Practice Aids - Disclosure

_________________________________________________________________________________________

PPC's SMART Practice Aids:  Audit Essential - Quick Tour

This eLearning course is designed for new subscribers to SMART Practice Aids - Audit Essential. Click the ‘Get Learning’ button to begin learning how to use Audit Essential.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)

SMART Practice Aids
PPC's SMART Practice Aids
SMART Practice Aids Functionality: Beyond the Basics (30-Minute Webinar)
Price: Free

Are you ready to learn features above and beyond the basics? Join us in this 30 minute recorded webinar to learn how to use SMART multi-user functionality, clear your risk assessments or regenerate an audit area. You will also learn tips and tricks with these helpful functions: suppress printing of Practical Considerations, enabling additional SMART modules after an engagement is created, transfer, receive, backup, and engagement wrap-up.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)

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PPC's SMART Practice Aids
SMART Practice Aids Functionality: Beyond the Basics (30-Minute Webinar)
Price: Free

Are you ready to learn features above and beyond the basics?  Join us in this 30 minute class to learn how to use SMART multi-user functionality, clearing your risk assessments or regenerating an audit area.  You will also learn tips and tricks with these helpful functions: enabling additional SMART modules after an engagement is created, transfer, receive, backup and engagement wrap-up.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Live WebinarLive Webinar


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Compilation and Review
Price: Free

Learn how to increase efficiency by using SMART Practice Aids - Compilation and Review. You will learn how to easily automate your industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements. In this class the instructor will explain how to utilize the dynamic SMART functionality of the leading engagement process delivered in PPC's Guide to Compilation and Review Engagements.


Field of Study: Computer Software & Applications
CPE Credit:
1.5
Duration:
1 hour 15 minutes

Available in: Live WebinarLive Webinar


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Compilation and Review
Price: Free

Learn how to increase efficiency by using SMART Practice Aids - Compilation and Review. You will learn how to easily automate your industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements. In this class the instructor will explain how to utilize the dynamic SMART functionality of the leading engagement process delivered in PPC's Guide to Compilation and Review Engagements.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
1 hour

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Adding, Editing, and Deleting Audit Steps
Price: Free

SMART Practice Aids provides a set of steps for each audit program that you choose to generate for an engagement, but you have the option to modify any of the steps, add new steps, or remove steps. In addition to dragging steps between the center pane and the right pane as a way of adding or removing steps, you can also create and compose a new step, edit an existing step, or permanently delete a user-created step.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
15 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Affirm and Affirm All
Price: Free

Following a rollforward operation in SMART Practice Aids, you can use the Affirm and Affirm All options to identify data that you want to keep from the prior period engagement.


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Assessing Risk for an Audit Area
Price: Free

During the Risk Assessment section of SMART Practice Aids, you must decide whether to document your assessment by audit area or assertion. If you choose Assertion, you then rank both inherent risk and control risk for each of the six assertions at a level of Low, Moderate, or High (or Not Relevant, if applicable). SMART Practice Aids calculates the assessed risk of material misstatement for each assertion and then suggests an audit approach for the audit area, based on the overall assessment.


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Changing the Database Assignment
Price: Free

SMART Practice Aids assigns an identifier of "(local)" as a default to indicate the database installed on your personal computer. However, you can easily access a different database for use with any engagement. For example, there may be additional databases set up on servers that you use at your firm. This short training piece takes you through the process of finding and assigning a database for your engagement


 


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Checking for Disclosure Checklist Updates
Price: Free

When using PPC's SMART Practice Aids - Disclosure, you can check for disclosure checklist updates from the Disclosure Topics screen by clicking the Update Disclosure Checklist button. You then have the option to check for more current disclosure checklists and update the version you are using. A second option is also available that checks for new disclosure requirements not considered in the current checklist. This brief training piece takes you through the process of updating your disclosure checklist.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Selecting Intact vs. Regenerated Audit Programs During Rollforward
Price: Free

When you create a new engagement from a prior period engagement using the SMART Practice Aids Rollforward feature, you have the option to specify for each audit program whether you want to bring the audit program intact from the prior period engagement or regenerate the audit program. There are benefits to either option, depending on circumstances.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: eLearning Mini Lesson - Transfer and Receive
Price: Free

The SMART Practice Aids options Transfer and Receive provide a useful way to share an engagement with another user or to move a live engagement from a server onto a portable device such as a laptop in order to perform field work.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
10 minutes

Available in: Web-based e-learning (self-study)Web-based e-learning (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: Engagement Rollforward
Price: Free

Engagement Rollforward is a powerful feature that allows you to:

  • Create a new engagement based on a prior-period or master engagement.
  • Bring forward settings and customization from a prior-period engagement.
  • Optionally bring forward planning from responses, identified risks, risk assessments, and audit approaches from a prior-period engagement.
  • View significant PPC changes to planning form questions and audit procedures.

In this recorded webinar, you will see live examples of rolling forward intact and rolling forward regenerate.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
30 minutes

Available in: Recorded Webinar (self-study)Recorded Webinar (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: How to Automate the Entire Audit Process
Price: Free

Learn how PPC's SMART Practice Aids helps you SAVE time, IMPROVE efficiency, and INCREASE customization in your audit engagement.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
3 minutes

Available in: YouTube Video (self-study)YouTube Video (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: SMART Start - Part 1
Price: Free

Learn how to create an engagement in PPC's SMART Practice Aids using "SMART Start".


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
6 minutes

Available in: YouTube Video (self-study)YouTube Video (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: SMART Start - Part 2
Price: Free

Learn how to work in and edit engagements in PPC's SMART Practice Aids using pre-tailored forms from SMART Start.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
5 minutes

Available in: YouTube Video (self-study)YouTube Video (self-study)


PPC's SMART Practice Aids
SMART Practice Aids Functionality: SMART Start Overview
Price: Free

A brief overview of PPC's SMART Practice Aids "SMART Start" - from Thomson Reuters.


Field of Study: Computer Software & Applications
CPE Credit:
N/A
Duration:
4 minutes

Available in: YouTube Video (self-study)YouTube Video (self-study)

34 results.