Small and medium-sized audit firms
A complete audit file in the browser, without building and maintaining your own templates and spreadsheets.
- A methodology library of programmes, risks and procedures to start from
- Audit, review and agreed-upon procedures engagements in one place
- Trial balance import and lead schedules without separate workbooks
See it with your own engagement
Growing professional practices
Structure that holds as more people, clients and engagements join the firm.
- Firm roles, grades and engagement teams that decide who sees which file
- One methodology across the firm, adapted by its methodology admins
- Optional apps for data analytics and practice management (pipeline, engagement letters, invoices, WIP)
See it with your own engagement
Audit engagement teams
One place to plan, document and evidence the work, with the client’s documents arriving where they are needed.
- Procedures, evidence and sampling recorded against each audit area
- Client requests and a portal for the client’s uploads and questions
- Review notes that stay with the paper they are about
See it with your own engagement
Audit managers and partners
Visibility over each file and control over the steps that need a manager or partner.
- Stage gates and checks showing what is outstanding before a file moves on
- Partner and EQR acts reserved for the named partner and reviewer
- Sign-off log and activity history for each engagement
See it with your own engagement