Engagements
Select a client and Assure Audit shows you a card for every audit service your firm is running for them this year — Financial Audit, EBP Audit, Fund Audit, NFP Audit, or Government Audit. Click a card to open that service’s planning or fieldwork.
This screen is labeled Dashboard in the sidebar and on the page itself. “Engagement” means something different in each AssureOne product anyway — in Assure Pro it’s a workflow pipeline you move through stages, while here it’s this dashboard of active audit services for a client. You don’t create or edit engagements here; they arrive already set up.
What you see
Each engagement card shows:
| What you see | What it means |
|---|---|
| Audit service type | Financial Audit, EBP Audit, Fund Audit, NFP Audit, or Government Audit |
| Engagement year | The period the audit covers |
| Valid until | When that engagement period closes |
Click a card to open Planning or Fieldwork for that service — whichever the audit type is ready for — or click Assure Docs → on the card to jump straight to that service’s document requests.
Where engagements come from
Assure Audit doesn’t create engagements. When your firm sets up an audit engagement for a client in Assure Pro, it syncs into Assure Audit automatically and appears here as a card. If a service you expect isn’t showing up, check that it’s been set up on the client in Assure Pro first.
Viewing past engagements
Click View All Engagements to open a list of every engagement for the client, including ones whose valid-until date has passed. Expired engagements stay visible for reference — you can still open their fieldwork to review prior-year testing.
Next
- Planning & materiality — the first step once you open an engagement.
- Fieldwork & workbooks — testing the engagement’s evidence.
- Clients — the client list this dashboard is scoped to.