Niche CPA firms rely on their agility and domain expertise to build and maintain lasting relationships with their clients. Technology can be a competitive differentiator if it streamlines and standardizes processes while delivering effective controls.
Features:
- Control over all audit content
- Rules-driven, logic based forms
- Custom checklists
- Automated roll forwards and engagement letters
- Standardized processes
- Easy content management and real time updating
- User defined workflow
- Risk profile reporting
- Cloud or on premise
Benefits
- Single platform to manage your process
- Simplify writing and updating your content
- Eliminate “under audit” risk
- Standardize your procedures
- Eliminate Word docs and Excel spreadsheets
- Visibility and control over all audit processes
- Reduce risk / Increase compliance
- Control over roll forwards, engagement letters etc.