Accountants

Review and compilation engagements

Ensure Successful Accounting Engagements

Accountant's Drill is high-performance software for accounting data communication, import, and analysis. No matter what kind of accounting software your clients use, Accountant's Drill allows you to import their data to ensure your engagements are always well prepared.

Carry out your tasks more efficiently than ever before!

  • Account indexing

  • Adjusting entries

  • Data analysis

  • Lead schedule preparations

  • Creation of client files

Everything You Need to Prepare Financial Statements

  • Microsoft Excel® data integration

  • Data import from accounts receivable / accounts payable ledgers

  • Import filters (compatible with several software systems)

  • Network sharing of models and analyses

Easily access your clients’ data, regardless of the accounting software they use.

  • Acomba & Acomba X

  • Avantage

  • Sage 50 (Simply Accounting)

  • Quickbooks

  • Dynacom

  • And many others

Improve and diversify your analytics capacity and consulting service

Accountant's Drill has search, sorting, and sampling features which enhance and expand your ability to provide analysis and consulting services. It also includes ExcelLENS Working Papers, a tool for the design and preparation of financial statements which draws on the flexibility of Microsoft Excel.

Key Features

Access to complete client and supplier files and invoice history

Report production using actual or prior date

Adjusting and presentation entries

Data export to tax software

Document your engagements in compliance with the CSRE 2400 standard.

Accountant's Drill provides all the tools that professional accountants need to meet the requirements of the new Canadian Standard on Review Engagements.

  • Complete and up-to-date forms
  • Engagement template letters
  • Control lists

Louise Dagnault,

CPA Auditor, CA Partner at MALLETTE LLP Québec Office

At Mallette, we’re proud to be involved in the annual review of the interactive questionnaires and letter templates included in the applications Accountant’s Drill and Programme de travail dynamique. Used in compilation and review engagements, these solutions have, over the years, become essential tools for many professional accountants. As part of this partnership, for several years we have been working with ACCEO Solutions to ensure that the software it publishes is always in compliance with the latest accounting standards.

A complete support service

Price and functionalities

Accountant's Drill

Initial fees

$999

Includes private web training

+

Monthly instalments

Starting at

$99/month

Technical information

Other applications required Microsoft® Word (for mass-mailing functions)
Excel® (to use ExcelLENS work files and consult Drill Guide)
Configuration requirements Show details

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