1Preparer
The preparer reaches a cited position.
The answer comes back with a citation on every sentence, so the position arrives with its source rather than ahead of it.
For CPA firms
Let the reviewer follow the trail.
One question, one cited answer and the page it came from, in a form a second person can check without asking.
Illustrative
The situation
A preparer reaches a position. The reviewer needs the page it came from.
The question, the answer and the cited page travel together, so the check is made against the document rather than a summary of it.
How the work goes
How a cited answer reaches review.
Four moves from the preparer’s question to a reviewed position kept with the client.
2Share
Shared with the reviewer by name.
Share the conversation with a named colleague. They open the same answer, not a pasted summary of it.
3Review
The reviewer opens each citation.
Each citation opens the source at the cited page with the passage marked, so the check is made against the document.
4Keep
The trail stays with the engagement.
Keep the chat, its sources, the review note and the memo together in a project for the client.
Read next
Before you rely on it, read the record.
Other roles
One trail. Different work to do.
Give the team a trail to follow.
See how a cited answer moves from one person to the next.
Every sentence cites the page it came from.