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Engagement Manager
by Thomson Reuters IncorporatedMicrosoft 365Price not published
Connects Microsoft 365 documents to trial balance records from Thomson Reuters Engagement Manager.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYIntegration
UPDATED ON MARKETPLACE
What it does
Connects documents with trial balance information held in Thomson Reuters Engagement Manager. Includes configurable options for workpaper administration. Runs as an Office Add-in using web technologies and works with a VSTO component supplied through the standard Engagement Manager setup. Requires a Thomson Reuters subscription and supports Microsoft 365 for Windows and Office Online.
Key capabilities
from the Microsoft Marketplace listingTrial balance connection
Connects documents to trial balance information stored in Thomson Reuters Engagement Manager.
Workpaper options
Offers configurable functions for administering workpapers.
Web-based add-in
Runs inside the Office Add-ins framework through web technologies.
VSTO component link
Uses a VSTO component provided with the standard Engagement Manager setup.
In the catalog
34 plugins in Microsoft 365 · Integration
Price distribution: 3 free, 2 freemium, 10 paid, 19 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Microsoft 365
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Engagement Manager Add-in is a comprehensive tool that allows you to link your document with trial balance data from Thomson Reuters Engagement Manager, offering customizable options to manage workpapers more efficiently. A Thomson Reuters subscription is required. Note: This Add‑in integrates with a VSTO component …»
Official marketplace listing
Marketplace
Publisher
Thomson Reuters Incorporated
Updated on marketplace
Facts verified