Audit Practice Manager is a software solution for accountants that undertake audit assignments. It provides engagement file management, allocation of staff to engagements, industry leading and customizable templates and work papers to guide you in completing your audit assignments, capturing of review points and completion status of engagements.
Save time with templates
Create and customize an unlimited number of firm or industry templates. Customize or create any workpaper in a template and apply across all of your files to save time and create consistency across your files. Draft new templates, archive old templates and release them for use all with a click of a button.
Intelligent, integrated, efficient content
Calculate materiality, reconcile, reference, upload supporting documents, view journal adjustments, create and resolve review points and more all from a simple working paper index interface.
Our content is intelligent and integrated to save you time and money. The work you do at the planning stage helps customise and build your field work and completion workpapers, meaning a more robust and complete audit file.
Documentation, documentation, documentation!
Build a robust and compliant audit file through uploading unlimited Word, Excel or PDF files quickly and easily through our drag and drop feature.
On the go and want to edit a word document online? Why not use our online Live Word editor to view and edit word documents on the fly.
Hold the hand of the audit team
Hold the hand of the audit team and clearly communicate the requirements of the audit with our Workflow Diagram and engagement management tools.
The Workflow Diagram allows you to create a basic or detailed step by step checklist of the procedures required to be completed, right from acceptance and continuance assessments all the way through to post sign off activities.
Make budget overruns a thing of the past
Help avoid budget overruns with Audit Practice Manager’s comprehensive array of completion statistics.
We provide you with all of the tools to understand the progress of any audit at any point in time – ensuring you can help identify those potential budget overruns early in the peace!
Whether it is the completion status of an individual workpaper, a particular section or the audit file as a whole, we have you covered to keep you up to date.
Communicate and collaborate anywhere, anytime
Gone are the days checking electronic files in and out from the server or paper based auditing!
Work collaboratively with your team in any audit file, from any location at any time. As Audit Practice Manager is cloud based, we allow any number of staff to simultaneously access any audit file or work paper in real time.
Secure online client management
Ditch the complex windows folder structures and never lose a client file again with the Audit Practice Manager Client Directory.
Quickly search for clients using key words, add custom fields, filter clients and more.
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