contact us  |  print  |  français  |  log in
my downloads
pay an invoice
my account
Accounting & assurance
Business & finance
CPA Canada Handbook
Information technology
Practice management
Risk & governance
in all formats

Practice Management, Advisory, Compilations and Tax Guide (PACT)

Schedule a product demo

(aussi disponible en français)

Practice Management, Advisory, Compilations and Tax Guide (PACT) - This product is available in the following media types: Internet Collection

The PACT has been developed with sole practitioners and small to medium sized practices (SMPs) in mind to help you and your staff perform compilation, tax and various advisory services as well as provide guidance on practice management topics.

The PACT will help you to conduct high-quality, cost-effective compilation engagements in compliance with professional standards as well as other advisory services, including tax. It will also help you implement best practices at your firm to operate more efficiently, inform, educate and train professional accountants and students and better serve the public interest.

*Special Member Pricing will be displayed for CPA Canada members upon login

Practice Management, Advisory, Compilations and Tax Guide (PACT) includes access to the following title(s):

ItemItem no.PriceQuantity
Internet CollectionAnnual Internet Subscription   
Initial Office License (5 users)
add to cart   
Prices may change without notice. User license policies


  • Resources on the new CSRS 4200 compilations, applicable for periods ending on or AFTER December 14, 2021, including practice aids (templates, letters and reports), an illustrative case study, detailed sample completed forms and a step-by-step guide to completing compilation engagements that address the key requirements and concepts in the professional standards (Canadian Standard on Related Services, CSRS 4200 – Compilation Engagements)
    • Please note that the CSRS 4200, Compilation Engagements replaces the existing Section 9200, Compilation Engagements. .
  • Various tax engagement letters, transmittal letters, and checklists, including tax engagement preparation checklists, client acceptance checklists and more.
  • A one-stop PACT Resource Centre, available through, providing resources and links to relevant practice management and advisory topics from CPA Canada, the provincial institutes, International Federation of Accountants (IFAC), our sponsors and other sources.

Terms and Conditions | Privacy Policy | Shipping and Store Policies | AODA | Anti-Harassment Policy | Advocacy | Vulnerability Disclosure

Help Desk: Mon-Fri, 9am-5pm ET | 1-866-256-6842 | Contact us

© 2001-2023, CPA Canada | EYEP. All rights reserved.