We have updated the Practice Management Toolkits to include the revised 2013 checklists.  The System and Engagement Review Toolkits provide you with easy access to all of the documents you need to start a review. 

The System Review Toolkit has two folders of tools - one for firms consisting of sole practitioners with no personnel and one for 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.

For reviews commencing between January 1, 2013 and February 28, 2013:
Please download the January 2013 edition of the System Review Toolkit or the Engagement Review Toolkit.

For reviews commencing on or after March 1, 2013:
Please download the March 2013 edition of the System Review Toolkit or the Engagement Review Toolkit.

For reviews that commenced prior to January 1, 2013, please download the 2012 versions of the
System Review Toolkit or the Engagement Review Toolkit.