Engagements / Review

Engagement Review

Review checkpoints keep scope, working papers, client-facing outputs, and closeout under professional control.

Prepare closeoutSign in

Santos Trading

Confirm missing purchase invoices

This is the current review action required before the engagement can advance.

Review scope

Review Queue

Required Checkpoints

Each checkpoint should be approved by the responsible professional before client delivery or archive.

Scope and assumptions

Needs review

Owner: Owner CPA

Working paper review

Pending

Owner: Reviewer

Client delivery approval

Pending

Owner: Owner CPA