• Jazzit Fundamentals

    Jazzit Fundamentals is an integrated and flexible suite of CaseWare templates for a variety of engagement types and entity structures.  Jazzit Fundamentals includes working papers, letters and a comprehensive financial statement template to streamline your year-end engagements.

  • Jazzit Checklists

    Jazzit Checklists are powerful templates with licensed content from CPA PEG that, along with the Jazzit document management tools, help practitioners perform efficient, cost-effective compilation and review engagements. Templates update from the Jazzit Checklist Resource Centre.

  • Jazzit SCORE

    Jazzit SCORE is a reporting tool that automatically creates a comprehensive 32 page financial report analyzing the health of your clients' business. Drawing on the trial balance info already entered, it includes ratio analysis, trend analysis, comparative industry and custom defined benchmarks with insightful commentary.

Proudly supplying accountants with premium CaseWare templates since 2000.

Jazzit is Canada's leading supplier of premium CaseWare templates for accountants.

Our mission is to help public practitioners leverage the power within CaseWare and CaseView to complete engagements with greater efficiency and consistency. We believe in building trusted relationships with all our clients. Every client is like a partner, and we know that our success depends on your success with Jazzit. We have grown into a community of thousands of accounting professionals across Canada, making Jazzit the leader in CaseWare Productivity.

Our suite includes Jazzit Fundamentals, Jazzit Checklists and Jazzit SCORE, creating a powerful automated solution for small and medium sized practitioners. Jazzit Fundamentals, the flagship product, is an integrated suite of over 115 templates that assists public accountants in completing year-end engagements with their corporate clients. With our office in Calgary, Alberta, Jazzit's software serves over 6,200 accounting professionals across Canada.

Founded in 2000, Jazzit gives back to the national accounting and technology communities by supporting initiatives and providing scholarships to partners such as the Chartered Professional Accountants, SAIT, and NAIT.

Accountants Templates Inc. (ATI), the company that creates the Jazzit Suite, was founded by Michael Chew, CPA, CMA who was a CaseWare / CaseView trainer for over five years. ATI’s objective is to find better ways to leverage the technology in CaseWare and CaseView to help accountants finish their engagements faster, easier, and more accurately. Today, we are pleased to bring these efficiencies to you through our products.

Our templates are extremely comprehensive!

Thank you for being our customer. 

What's New?

Jazzit is Hiring
Sales and Administrative Assistant
Jazzit (CaseView) Developer (full-time)

+DETAILS
February 2 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on February 2, 2018. It is now available for download.+MORE
January 10 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on January 10, 2018. It is now available for download.+MORE
FREE Checklists Webinar
Webinar video on helping to migrate from Jazzit CPEM/PPM to the new Jazzit PEG Checklists. Click MORE to view video.+MORE
October 27 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on October 27, 2017. It is now available for download.+MORE
August 1 Jazzit Fundamentals Update
Jazzit has released an update for Jazzit Fundamentals on August 1, 2017. It is now available for download.+MORE
The ONE National Conference
Join Us at the CPA Canada & CPA Ontario's The ONE National Conference on September 18-19+DETAILS