--- title: Compilation Engagement | Engagements description: Compilation Engagement --- [Skip to content](https://crm.streamworkstech.com/en/engagements/compilation-engagement#main-content) English Show submenu for translations [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new) ![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://crm.streamworkstech.com/en/engagements/kb-tickets/new) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Engagements](https://crm.streamworkstech.com/en/engagements) 2. [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement) # Compilation Engagement ## Working Papers - [How do I create Acceptance and Continuance work paper for my engagement?](https://crm.streamworkstech.com/en/engagements/create-acceptance-and-continuance-wp-engagement) - [How do I add a Review note?](https://crm.streamworkstech.com/en/engagements/how-do-i-add-a-review-note) - [How do I add a Tickmark?](https://crm.streamworkstech.com/en/engagements/how-do-i-add-a-tickmark) - [How do I add a Cross-reference?](https://crm.streamworkstech.com/en/engagements/how-do-i-add-a-cross-reference) - [How do I add a File/Attachment?](https://crm.streamworkstech.com/en/engagements/how-do-i-add-a-file/attachment) - [Inserting a Trial Balance](https://crm.streamworkstech.com/en/engagements/inserting-a-trial-balance) See less ▼ ## Firm Admin - [How do I assign engagements and manage Compilation journey?](https://crm.streamworkstech.com/en/engagements/how-do-i-assign-engagements-and-manage-compilation-journey) ## Firm Dashboard - [How do I create and manage an Engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-an-engagement) - [How do I create a Firm Profile?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-a-firm-profile) ## Client Requests - [How do I request documents and financial statements from Clients?](https://crm.streamworkstech.com/en/engagements/how-do-i-request-documents-and-financial-statements-from-clients) - [How do I create and manage a client?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-a-client-1) ## Engagement Settings - [How do I carry forward an Engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-carry-forward-an-engagement) - [How do I configure user role permissions?](https://crm.streamworkstech.com/en/engagements/how-do-i-configure-user-role-permissions) ## Engagement Dashboard - [How do I edit Financial Statements?](https://crm.streamworkstech.com/en/engagements/how-do-i-edit-financial-statements) - [How do I update GIFI Codes?](https://crm.streamworkstech.com/en/engagements/how-do-i-update-gifi-codes) - [How do I manage my Trial Balance?](https://crm.streamworkstech.com/en/engagements/how-do-i-manage-my-trial-balance) - [How do I create and manage a Client?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-a-client) - [How to Upload a Trial Balance](https://crm.streamworkstech.com/en/engagements/how-do-i-input-and-work-on-a-trial-balance-1) ## Template Library - [How do I create Knowledge of Entity work paper for my engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-knowledge-of-entity-work-paper-for-my-engagement) - [How do I create and manage Templates?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-templates) - [How do I create a Completion checklist for my engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-a-completion-checklist-for-my-engagement) - [What are digitalized and non-digitalized templates within the library?](https://crm.streamworkstech.com/en/engagements/what-are-digitalized-and-non-digitalized-templates-within-the-library) - [Non-Digitalized workpapers](https://crm.streamworkstech.com/en/engagements/non-digitalized-workpapers) - [How to view and manage Financial Statements?](https://crm.streamworkstech.com/en/engagements/how-to-view-and-manage-financial-statements) See less ▼ ## Archive Engagements - [How do I view, manage, and export archival processes of an engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-view-manage-and-export-archival-processes-of-an-engagement) ## Active Engagements - [What will my Landing screen encompass?](https://crm.streamworkstech.com/en/engagements/what-will-my-landing-screen-encompass) - [How can I perform AI mapping for a Trial Balance file?](https://crm.streamworkstech.com/en/engagements/how-can-i-perform-ai-mapping-for-a-trial-balance-file) ## Review Note Summary - [How do I see a summary of review notes for a workpaper?](https://crm.streamworkstech.com/en/engagements/how-do-i-see-a-summary-of-review-notes-for-a-workpaper) - [How do I see a summary of all review notes?](https://crm.streamworkstech.com/en/engagements/how-do-i-see-a-summary-of-all-review-notes) ## User Management - [How do I create a User Profile?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-a-user-profile) - [What is the user sign-off flow process?](https://crm.streamworkstech.com/en/engagements/what-is-the-user-sign-off-flow-process) - [How do I create and manage a Team?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-a-team) ## Getting Started - [How do I subscribe to Streamworks Tech Engagement Application?](https://crm.streamworkstech.com/en/engagements/how-do-i-subscribe-to-engagement-app) - [How to access common tool](https://crm.streamworkstech.com/en/engagements/how-to-access-common-tool) - [How do I create an Engagement?](https://crm.streamworkstech.com/en/engagements/how-do-i-create-and-manage-an-engagement-1) - [Getting started](https://crm.streamworkstech.com/en/engagements/getting-started#main-content) - [Account Help](https://crm.streamworkstech.com/en/engagements/getting-started#account-help) - [Getting Started](https://crm.streamworkstech.com/en/engagements/getting-started#getting-started) - [General](https://crm.streamworkstech.com/en/engagements/general) - [Integrations](https://crm.streamworkstech.com/en/engagements/integrations) - [Compilation Engagement](https://crm.streamworkstech.com/en/engagements/compilation-engagement#main-content) - [Working Papers](https://crm.streamworkstech.com/en/engagements/compilation-engagement#working-papers) - [Firm Admin](https://crm.streamworkstech.com/en/engagements/compilation-engagement#firm-admin) - [Firm Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement#firm-dashboard) - [Client Requests](https://crm.streamworkstech.com/en/engagements/compilation-engagement#client-requests) - [Engagement Settings](https://crm.streamworkstech.com/en/engagements/compilation-engagement#engagement-settings) - [Engagement Dashboard](https://crm.streamworkstech.com/en/engagements/compilation-engagement#engagement-dashboard) - [Template Library](https://crm.streamworkstech.com/en/engagements/compilation-engagement#template-library) - [Archive Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement#archive-engagements) - [Active Engagements](https://crm.streamworkstech.com/en/engagements/compilation-engagement#active-engagements) - [Review Note Summary](https://crm.streamworkstech.com/en/engagements/compilation-engagement#review-note-summary) - [User Management](https://crm.streamworkstech.com/en/engagements/compilation-engagement#user-management) - [Getting Started](https://crm.streamworkstech.com/en/engagements/compilation-engagement#getting-started) - [TAX](https://crm.streamworkstech.com/en/engagements/tax) - [Quick-Start Guide](https://crm.streamworkstech.com/en/engagements/quick-start-guide) - [Review Engagement](https://crm.streamworkstech.com/en/engagements/review-engagement#main-content) - [CMS Author - Template Library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-template-library) - [CMS Author - Notes Library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-notes-library) - [CMS Author - Risk Library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-risk-library) - [CMS Author - Procedure Library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-procedure-library) - [CMS Author - PBC library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-pbc-library) - [CMS Author - TB library](https://crm.streamworkstech.com/en/engagements/review-engagement#cms-author-tb-library) - [Release Notes](https://crm.streamworkstech.com/en/engagements/release-notes) [![Streamworks-Tech-Logo-Horizontal_Dark](https://crm.streamworkstech.com/hs-fs/hubfs/Streamworks%20Tech-Logo-Horizontal-Dark.png?width=475&height=60&name=Streamworks%20Tech-Logo-Horizontal-Dark.png "Streamworks-Tech-Logo-Horizontal_Dark")](https://streamworkstech.com/) streamworkstech.com Help Center Copyright © 2025, Streamworks Tech Inc.