Essentials
For smaller firms standardising how they audit.
- Audit Programs, sections & checklists
- Audit Plans & Audit Workspace
- Tasks & assignments
- Standard & ad-hoc client requirements
- Client portal
- Documents, comments & review
- Roles & permissions
New: Standard Requirement Lists. Stop retyping the same client document list for every audit. See how it works
Every package includes the full audit workflow. They differ by team size and the practice-level tools you need.
For smaller firms standardising how they audit.
For growing firms running many engagements at once.
For multi-partner firms that want firm-wide insight.
Prices exclude applicable taxes. [Final package contents subject to commercial approval.]
We set up your firm with you and help shape your first Audit Programs, so your team's first engagement runs on your own process.
Users, roles, masters and settings.
Built from the checklists you use now.
For partners, managers, team and admin.
Help on hand for your first engagements.
Firms differ a lot in size, structure and process. A short demo lets us recommend the right package and onboarding plan, so the quote reflects what you'll actually use.
[Trial terms when finalised.] For now, the demo is the fastest way to see Audit Assistant working on a scenario like yours.
[Upgrade / downgrade terms.]
[Client portal licensing terms.]
A demo, a clear proposal, and an onboarding plan.