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List of Thomson Reuters Guided Assurance Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Eepb Pc Professional Services 70 $7M United States Thomson Reuters Elite Thomson Reuters Guided Assurance Governance, Risk and Compliance 2024 n/a In 2024, Eepb Pc deployed Thomson Reuters Guided Assurance within the Governance, Risk and Compliance category to manage audit engagements for finance and audit teams in the Houston, Texas region. The deployment was provisioned as a cloud SaaS configuration sized for a mid‑market professional services firm, aligning the application to engagement-level documentation, task sequencing, and audit evidence management. Thomson Reuters Guided Assurance was configured to deliver guided audit workflows, evidence capture and workpaper management, along with task orchestration and compliance reporting. Configuration emphasized template-based engagement structures and automated checklists to standardize methodology across audit engagements and reduce manual variance in workpapers. Rollout focused on the Houston audit team with phased onboarding and role-based access controls to align responsibilities across finance and audit functions. Governance changes included enforcement of review workflows and standardized engagement protocols through the application, and Eepb Pc reported an approximate 25% increase in audit efficiency after adoption based on the Thomson Reuters customer interview.
LBMC Professional Services 850 $192M United States Thomson Reuters Elite Thomson Reuters Guided Assurance Governance, Risk and Compliance 2025 n/a In 2025, LBMC selected Thomson Reuters Guided Assurance to modernize audit planning and assurance methodology across its U.S. practice. The purchase was announced in March 2025 and is intended to provide cloud native, risk based audit planning and improved audit quality across engagements in the United States. Thomson Reuters Guided Assurance is positioned in the Governance, Risk and Compliance category and is the named application for the initiative. The implementation centers on standardizing audit programs and risk assessment workflows, aligning methodology templates and engagement orchestration to firm policy. Configuration work focuses on centralized methodology versioning, template-driven audit planning, and real-time collaboration capabilities to support finance and audit teams. The deployment emphasizes task based workflows and evidence capture processes that reflect LBMC audit methodology. Rollout scope is the LBMC U.S. practice, covering audit engagements across the United States and impacting finance and audit business functions. The cloud native deployment model is intended to enable concurrent reviews and collaborative planning across offices, with role based work queues to enforce audit responsibilities. Operational coverage targets consistent methodology application across engagements rather than localized tool variations. Governance changes include centralized oversight of audit methodology and standardized templates to enforce practice wide compliance and process consistency. The program is described as delivering increased standardization, efficiency, and real-time collaboration, with the stated objective of improving audit quality across LBMC engagements in the United States.
West & Company Cpas Professional Services 27 $6M United States Thomson Reuters Elite Thomson Reuters Guided Assurance Governance, Risk and Compliance 2025 n/a In 2025, West & Company Cpas implemented Thomson Reuters Guided Assurance to support its audit and assurance workflows. The deployment targeted finance and audit processes across the firm's New York offices. Thomson Reuters Guided Assurance is positioned within Governance, Risk and Compliance and was adopted as the successor to SMART Practice Aids. The implementation configured guided audit workflows, standardized workpaper templates, evidence capture, and real-time collaboration capabilities within Thomson Reuters Guided Assurance. Configuration emphasized role based task orchestration, reviewer checklists, and centralized documentation to enforce audit sequencing and compliance controls. Operational coverage included all New York office audit teams, enabling concurrent team collaboration and unified audit workpapers through the application platform. The deployment preserved firm level user role definitions and review chains while aligning day to day audit activities to the Guided Assurance workflow engine. Governance changes instituted standardized review and signoff processes tied to application task states, shifting manual checklist handoffs to system driven review gates. West & Company Cpas reported a seamless implementation and measurable audit efficiency gains after moving from SMART Practice Aids to Guided Assurance in 2025.
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FAQ - APPS RUN THE WORLD Thomson Reuters Guided Assurance Coverage

Thomson Reuters Guided Assurance is a Governance, Risk and Compliance solution from Thomson Reuters Elite.

Companies worldwide use Thomson Reuters Guided Assurance, from small firms to large enterprises across 21+ industries.

Organizations such as LBMC, Eepb Pc and West & Company Cpas are recorded users of Thomson Reuters Guided Assurance for Governance, Risk and Compliance.

Companies using Thomson Reuters Guided Assurance are most concentrated in Professional Services, with adoption spanning over 21 industries.

Companies using Thomson Reuters Guided Assurance are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Thomson Reuters Guided Assurance across Americas, EMEA, and APAC.

Companies using Thomson Reuters Guided Assurance range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Thomson Reuters Guided Assurance include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Thomson Reuters Guided Assurance customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Governance, Risk and Compliance.