--- title: Engagement Manager Reviews meta\_title: 'Engagement Manager Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 15 reviews by the users' company size, role or industry to find out how Engagement Manager works for a business like yours. aggregate\_rating: rating\_value: 3.3 review\_count: 15 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Engagement Manager Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Engagement Manager but has limited features. Are you part of the Engagement Manager team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Engagement Manager is a cloud-based engagement management solution designed to help accounting firms organize, manage, and complete audit and accounting engagements more efficiently. By bringing together trial balance functionality, workpaper management, financial statement reporting, and engagement tracking within a single platform, Engagement Manager helps firms streamline workflows and improve collaboration across engagement teams. Managing audit and accounting engagements often involves coordinating multiple documents, deliverables, reviewers, and deadlines. Engagement Manager centralizes these activities, providing teams with a structured environment for managing engagement data and monitoring progress from planning through final delivery. The platform includes comprehensive trial balance management capabilities that help firms maintain accurate engagement data while supporting financial statement preparation and reporting. Integrated workpaper management helps teams organize supporting documentation, improve consistency, and maintain clear visibility into engagement status. Firms can also leverage reporting tools to enhance efficiency in financial statement preparation and review processes. For managers and partners, Engagement Manager provides dashboard visibility into engagement progress, outstanding tasks, and team activity. This allows firms to better manage resources, identify potential bottlenecks, and maintain oversight across multiple engagements simultaneously. Improved transparency supports stronger project management and more predictable engagement delivery. Engagement Manager is particularly valuable for firms seeking to reduce administrative complexity and standardize engagement processes. By centralizing information and workflows, the platform helps minimize version control issues, improve collaboration, and reduce the time spent managing engagement logistics. Organizations using Engagement Manager can benefit from increased productivity, improved team coordination, stronger documentation practices, and more efficient engagement execution. The platform helps professionals spend less time managing files and processes and more time delivering valuable client services. For accounting firms looking to modernize engagement management, Engagement Manager provides a scalable solution that improves visibility, supports collaboration, and helps teams complete engagements more efficiently and consistently. LEARN MORE: https://tax.thomsonreuters.com/en/products/engagement-manager * * * Seller [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) Discussions [Engagement Manager Community](https://www.g2.com/products/engagement-manager/discuss) Languages Supported English Overview by Lisa Carroll Show More ## Top-Rated Alternatives [ ![AuditFile](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AuditFile") AuditFile 4.3/5(17) ](https://www.g2.com/products/auditfile/reviews) [ ![Hubdoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hubdoc") Hubdoc 4.3/5(88) ](https://www.g2.com/products/hubdoc/reviews) [ ![DataSnipper](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DataSnipper") DataSnipper 4.8/5(221) ](https://www.g2.com/products/datasnipper/reviews) [ View All Alternatives ](https://www.g2.com/products/engagement-manager/competitors/alternatives) ## User Insights Average based on 15 real user reviews. [Log in to unlock pricing and user insights](/login) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 4/23/2026 "No free trial but Smooth Team Collaboration" 3/5 What do you like best about Engagement Manager? The team can work simultaneously on the same engagement, which makes collaboration smoother and helps keep everyone aligned. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? The pricing is quote-based, with no public price list or free trial, which makes it harder for small or mid-size firms to assess cost-effectiveness upfront. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? Stay in sync without version conflicts and access files from anywhere. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic Review from User Profile ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 6/16/2023 "Not efficient or effective" 0/5 What do you like best about Engagement Manager? I liked the concept of AF: a one-source engagement manager that allowed functionality in the field, at home or in the office. However, that's just not how it worked out. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? It feels like AF wasn't properly beta-tested before release. We constantly experienced issues that ranged from minor inconveniences to leaving us dead in the water during the busy season. When we reached out to customer service, it took excessive amounts of time. If I can get a sales call 3x per week, then I should get solutions to issues even faster. I tell people often to avoid this product at all costs. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? AF was supposed to allow our teams to function in the audit field and be more efficient/effective overall. That's not at all what happened. This has been a detriment to our business. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Anthony M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anthony M.") AM Anthony M. Accounting Associate Small-Business (50 or fewer emp.) 2/18/2022 "TERRIBLE Service" 0/5 What do you like best about Engagement Manager? The whole point of switching from engagement to advanceflow was to gain efficency and plain and simple with all the problems that have arised it is the complete opposite. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? Im am not sure what is worse the customer service or the software. Extremely long waits just to talk with somebody. They allow a callback service that claims that you will be first in line well after receiivng that call back. I have been currently on hold for 1 hour and 45 minutes and have not spoken to anyone. There are many software issues that have made me consider quitting my job so I do not have to deal with this software again. For example Checkpoint engagement workpapers automitcally duplicated in a client binder for no reason and they cannot be permanently deleted. Next workpapers get linked for no apparent reason. I go to click on 1 workpaper and another one gets checked off as well. Finally the most behind frustrating thing is that when I have clicked on one workpaper to delete it a completely seperate folder gets checked off as well and deletes with it. Then when I try to delete said workpaper permanently and its the only thing that is checked off everything gets deleted instead and I have to start all over. And heres the real kicker even if I try to permanently restore the workpaper and the folder with other workpapers in it instead and permanently deletes and is gone forever. This service sucks. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? There is been no benefit and the only problems that I am solving are the problems that are associated with the software Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Lee W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lee W.") LW Lee W. Partner Small-Business (50 or fewer emp.) 2/24/2022 "Hidden Cost" 1.5/5 What do you like best about Engagement Manager? Availability of all engagement files and practice aid in the cloud. This is a valuable resource that greatly enhances productivity when everything works as intended. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? There is a dramatic hidden cost because their customer service is terrible. Occasionally things do not work, especially when installing on new computers. On these occasions, your staff will spend hours on hold waiting for Thomson Ruters to answer the phone. Many times the system will drop the call after you have waited an extended period forcing the process to start over. In our experience, the IRS has better customer service than AdvanceFlow. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? Although the concept is great, I cannot recommend adopting Advanceflow at this time due to the terrible support. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![João X.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "João X.") JX João X. RPA Developer Mid-Market (51-1000 emp.) 7/7/2021 "More accurate and easier audits." 5/5 What do you like best about Engagement Manager? AdvanceFlow software upgraded the company's internal audit issues. It has been of great use and value because it brings everything needed for an audit. The files are available in real time bringing super detailed and personalized reports with options for actions, dates, users, devices. It's very safe and reliable. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? Honestly, we didn't have any reports of problems or errors in the software for us to comment. So far the audits are perfect with AdvanceFlow. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? AdvanceFlow greatly facilitates the handling of internal company audits and the confidentiality of user data. The admin can view the full, real-time item reports for better analysis. Few tools have given us so much peace and efficiency to do this activity occasionally. As it is fully managed in the cloud, it works from anywhere and on any device, providing flexibility. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 1/29/2022 "Advanceflow" 4.5/5 What do you like best about Engagement Manager? Importing TB to ultra tax really works fine.. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? Engagement binder is to slow sometimes which gives more problem Review collected by and hosted on G2.com. Recommendations to others considering Engagement Manager: Good to use Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? Time saving Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Seller invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 12/15/2021 "Perfect Size!" 5/5 What do you like best about Engagement Manager? Compatible for small CPA firm needs. Very user friendly! Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? Tech support needs improvement for advancement of product. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? I was able to get daily work accomplished organized! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 2/2/2021 "Never used it - Wanted to review JUST the setup process" 2.5/5 What do you like best about Engagement Manager? The web portal seems to work ok after you install all the plugins / addons required for it to load properly. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? Onboarding/setup. We were coming from caseware and their Data conversion utility to covert caseware to advanceflow sucks. First we had some dependecy the program needed but it didn't prompt and tell you that. IT gave a debug log where you had to dig through and puzzle it together. Even their on tech team was baffled for a while. After we got the program to actually open, we had other errors where we had to send sample folders to them only to find out the program does not work with periods in directory names. Then we could not just rename the folder, we had to also rename all the files in the folder to match. Then the program would not work properly as a standard user, would not work in elevated admin rights. Would only work from a logged in admin user. This is the worst experience. In the end we wasted weeks just to get to the point of actually putting data in advanceflow. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? getting rid of expensive caseware. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic RM Robert M. Small-Business (50 or fewer emp.) 10/24/2020 "AdvanceFlow audits and risk data !!" 4/5 What do you like best about Engagement Manager? At the time of the audits for our company it has been of great advantage, since it makes all the files or documents available to us in real time. It gives us a detailed report where we can see the history of all the actions carried out, allowing us to keep track of the start and end dates of each of them. We can feel safe due to the support it offers us, its auditing tools facilitate a more complex handling of clients and with more data. Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? It is an interface that requires technical knowledge to be able to handle it in its entirety, draw on its tools completely and obtain expected results, so that new members who do not have said knowledge cannot exercise complete management through this software without first being trained, I think a less complex interface to handle would be an attractive solution to this. For our company, despite the aforementioned, it continues to give us powerful tools and support for our workflow, therefore it is a very powerful software. Review collected by and hosted on G2.com. Recommendations to others considering Engagement Manager: It is a cloud-based audit participation software that gives us complete and fast access to our clients' documents power in a matter of seconds. It minimizes online risk by providing collaboration through trusted engagement, through automated analysis of detailed consumer information that adds real-time value to the process. Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? The system is extremely flexible, therefore it allows all personnel to adapt it to our work, customizing the security configuration for the specific access needs of each team. Thanks to its storage in the cloud we can obtain the necessary tools to carry out complex audits at any time and place. We can manage our documents in a more efficient way and thus obtain a more optimal process. Through your trial balance, we are able to handle larger fund and consolidation clients, which improves our company's income. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Javier F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Javier F.") JF Javier F. Associate Professor Enterprise (\> 1000 emp.) 11/11/2020 "Cloud based engagement software" 5/5 What do you like best about Engagement Manager? Is a great tool for autiding purposes. Has a wide variety of tools and convines enterprise level processing power with the cloud. Is secure, very easy to use and you perform several tasks at once Review collected by and hosted on G2.com. What do you dislike about Engagement Manager? The platform is great for document management. I think the only thing I dislike that it was too efficient and I wish I had discovered this software before! Review collected by and hosted on G2.com. What problems is Engagement Manager solving and how is that benefiting you? To integrate audit solutions and most data heavy jobs in an instant. You can work from the cloud and you dont need to download ay software. It saves you time and has flexible system configuration for you to choose. I recommend it! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Engagement Manager? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Engagement Manager ](https://www.g2.com/products/engagement-manager/discussions/new) GU Guest User What is AdvanceFlow used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-advanceflow-used-for) [ View all Discussions ](https://www.g2.com/products/engagement-manager/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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