Practice Management Tool Kits have been developed to provide reviewers with easy access to all the documents they need to get started on a review. Tool kits have been created for System, Engagement, and Report Reviews. The System Review tool kit has two folders of tools – one for firms with 10 or less professional and one for firms with greater than 10 professionals. An overview of the tools has been provided in each tool kit.  Reviewers should download these tool kits each time they start a review to ensure they have the most updated tools.

To download these tool kits, you will need to open the links below and “extract” the documents to the desired location on your computer. If you do not extract the documents, you will not have the proper folder setup and the tool kits will be difficult to use. If you have any questions about the use of these tool kits or the extraction process, please contact the AICPA Peer Review Team at 919-402-4502 or prptechnical@aicpa.org.

Report Review Toolkit (zip file, 695 KB)

Engagement Review Toolkit (zip file, 1.35 MB)

System Review Toolkit (zip file, 19.60 MB)