Engagement Manager

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 included in the standard setup for users granted access to Engagement Manager. This Add‑in does not perform installations, but users may be prompted to complete setup if the component is not already present.

The Add-in operates entirely within the Office Add-ins framework using web technologies and does not distribute or install native components through the Office platform.

Supported Office Versions:

- Microsoft 365 for Windows (Office 2016 or later)

- Office Online