Finance and accounting PolicyPro

Stay ahead of the curve with this collection of up-to-date model policies based on Canadian compliance and best practices for finance and accounting.

Item #  |  PolicyPro Classic: $995
Item #  |  PolicyProPlus: $1,990

Prices may change without notice.

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Finance and Accounting PolicyPro® offers:

  • over 270 sample policies cross-referenced to COSO and the Professional Engagement Guide to ensure your manual is complete and comprehensive
  • online software to help you prepare and customize policies, distribute documents to employees, and create quizzes to ensure everyone understands
  • reports to track completion of assigned policies for internal and external audits
  • separate manuals and distribution lists for different departments
  • drafting, approval and archival functions
  • an Ask the Editor service for queries about content or to suggest new policies
  • secure central document storage with access from any location or device

Who will benefit:

  • accounting and finance managers who are responsible for internal controls, compliance and risk management

Other feature:

  • in-context help and technical support
  • online versions of all policies, forms and checklists regularly updated for changes in compliance and best practice
  • a biweekly enewsletter outlining content updates
  • online accounts for employees to read assigned policies, complete quizzes and track progress
  • your choice of the classic print and digital manual or a comprehensive online platform that automates policy management