1. [Home](https://www.g2.com/) 2. ... 3. [Financial Audit Software](https://www.g2.com/categories/financial-audit) 4. [Engagement Manager Discussions](https://www.g2.com/products/engagement-manager/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_a52b5ca1be5f5c08bf3caa6bd1766311/engagement-manager.png "Product Avatar Image") ](/products/engagement-manager/reviews) [ Engagement Manager ](/products/engagement-manager/reviews) (15)3.3/5 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 Show More * * * ### 6.0 Nps Score Already have Engagement Manager? ### All Engagement Manager Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is AdvanceFlow used for? ](/discussions/what-is-advanceflow-used-for) What is AdvanceFlow used for? 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Answer a few questions to help the Engagement Manager community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fengagement-manager%2Fdiscuss%3Fsmall_ask%3Dengagement-manager) No ## Top Contributors in Engagement Manager 1 ![Muhammad B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Muhammad B.") MB Loading... ### [Muhammad B.](https://www.g2.com/users/19ab8d79-de7d-4060-a29c-87b1583ab04b "Muhammad B.") Senior Client Manager 1 pt