client readiness
Platform used for PBC management
What is Suralink?
This gets filled out in order for ELs to be drafted.
What is the EL Log?
The place where you can easily find the Gold Standards document.
What is the audit sample binder?
Mechanism used to request sending / mailing of confirmations.
What is Master Email Template?
When the FS draft should be completed.
What is the end of allotted time on the schedule?
We are losing access to this at the end of 2025.
What is SMART?
Finalization period after issuance.
What is 45 days?
Responsible for completing the confirmation log.
What is the engagement team?
Work paper that gets signed off on in conjunction with the draft.
What is the disclosure checklist?
The ideal due date for Suralink requests.
What is as soon as the clients books are closed?
This can also be done during planning period.
What is interim testing procedures?
The process of discussing review notes written with the preparer once a round of review is completed and prior to notes being addressed.
What is collaborative review?
Things needed on the PDF draft prior to sending to client.
What is watermark and security?
Planning meetings should be held no later than this.
What is 30 days prior to start of fieldwork?
Responsible for ensuring expectations are set and communicated to the staff at the start of fieldwork.
What is the in charge?
Requires and update within wow business days of issuance.
What is a legal letter response identifying pending litigation?
When proofing is performed.
What is between cold review and sending to the client?