Practice Management Toolkit


By Date

Member Only Content

Current Peer Review Practice Management Toolkits 


NEW:  PRPM to remain on Peer Review website, including Team/Review Captain Packages.

To improve audit quality, make the peer review process more efficient and address feedback, the PRPM, including Team/Review Captain Packages, will remain on the peer review website available for download to AICPA members, with some content available to the public (Standards, Interpretations, etc.) The content includes:


Engagement checklists,
Supplemental checklists,
Team/Review Captain Package zip files, and
Practice Management Toolkits


These materials will also be maintained on the AICPA's Online Professional Library (OPL) for subscribers. Those subscribers will have ability to:


Search the PRPM,
Add bookmarks and research notes, and
Link to references in guidance within their other OPL subscriptions


Single user and discounted multi-user subscriptions are available for purchase. Multi-user subscriptions are based on the number of concurrent users, i.e. how many firm employees will need access to OPL during the same time frame. For further information, see here, under "multi-user subscription." 


Both resources will be kept up to-date. For updates, continue to monitor Reviewer Alerts. Also see Q&A on PRPM in OPL.


The System and Engagement Review Toolkits provide you with additional tools to perform peer reviews.

The System Review Toolkit has folders of tools for:

Firms consisting of sole practitioners with no personnel
Firms consisting of more than two personnel

To see these folders, you should “Extract” the documents in the .zip file and ensure that the box for “Use Folder Names” is checked during the extraction process. An overview of the tools has been provided in each toolkit.

As a peer reviewer, you should download the appropriate toolkit each time you begin a review to ensure you have the most updated tools and checklists.

Please download the current System Review Toolkit or the Engagement Review Toolkit.

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