PPC’s SMART Practice Aids

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PPC s SMART Practice aids User Guide iii Table of Contents Getting Started ........................................ ........................................ .......................... 1 Welcome ........................................ ........................................ ................................ 1 System Requirements ........................................ ........................................ .............. 2 Creating a New Client Engagement ........................................ .................................... 3 master Engagements ........................................ ........................................ ............... 6 Engagement Setup Questions ........................................ ........................................ ... 9 Editing an Engagement Setup and Viewing Engagement Properties .............................. 18 Opening a Saved Engagement.

Master engagements allow firms to use ―template‖ engagements that are created and maintained by the firm. Typically, when a firm chooses to create master engagements, staff are instructed to create new client engagements based on the applicable master engagement rather than a PPC Tools title. Information the firm enters in the master

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