For CPA and accounting firms
A custom audit and tax workflow management platform: engagement tracking, review sign-offs, deadline control, and a client portal, designed with your partners and staff instead of forced on them. Fixed price. You own the code.
Most firms track audit engagements in some combination of a master spreadsheet, a shared calendar, a practice management tool nobody fully adopted, and the memory of whoever has been there longest. It works until it doesn't: a review note gets lost in email, two seniors are double-booked on the same week in March, or a partner finds out an engagement is behind when the client calls.
Off-the-shelf audit workflow software fixes some of that and creates new problems. It assumes a lifecycle that isn't quite yours, charges per user so you leave admin staff out of it, and integrates with the tools its vendor chose rather than the ones your firm runs on.
We build the platform around the firm. We map your engagement lifecycle with the people who run it, then build audit workflow management software that matches it: your stages, your review structure, your deadlines, your client portal, your integrations. We did exactly this for a multi-office CPA firm now running 500+ engagements through the platform, with DocuSign, a client portal, and automated document filing built in.
Every stage is visible to the people who need it, and nothing advances without the sign-off your methodology requires.
01
Client acceptance and continuance checklists, independence confirmations, risk assessment and materiality worksheets, team assignment, and budget per engagement.
02
Procedure checklists by audit area, working paper index with version history, open-items list the client can see, and a live view of which areas are done, in progress, or blocked.
03
Preparer, reviewer, and partner sign-offs with timestamps. Review notes tracked to clearance. Nothing moves to reporting with an open note.
04
Report drafting checklist, representation letter via DocuSign, deliverable tracking, and a locked archive with the full audit trail once the file is closed.
The same engagement engine with tax stages, tax deadlines, and the document chase built in.
Organizer and document request lists per client, a portal upload that files documents automatically, and a missing-items view that drives the follow-up.
Return status by preparer, due date and extension tracking, and capacity view across the team so partners can rebalance before the crunch.
Multi-level review with notes, e-signature on 8879s and engagement letters, and delivery tracking that shows what has been sent, signed, and filed.
Audit and tax are the busiest workflows, but the platform runs the whole book: reviews, compilations, advisory, and recurring bookkeeping engagements share the same assignment, capacity, and deadline views.
Partners get one screen showing every engagement, its stage, its owner, and whether it is on track. Staff get a queue instead of a spreadsheet. Clients get a portal where they upload documents, sign letters, and see what is outstanding without emailing anyone.
The platform connects to what the firm already uses rather than replacing it. The number of integrations is part of the fixed scope, so there is no surprise later.
One fixed price for a written scope, decided before any work starts. A platform for one service line ships in 8 to 12 weeks; a firm-wide platform with a client portal and several integrations takes 12 to 16. The firm owns the code, the data, and the infrastructure from day one, and management is optional.
Put the manual hours into the process cost calculator, or see the tiers and managed hosting plans on the engagements page.
It tracks every audit engagement from client acceptance through archive: who is assigned, which procedures are done, what is waiting on review, and what is due when. Good audit workflow management replaces the status spreadsheet, the email chains asking "where are we on this", and the partner who keeps the real schedule in their head.
Those tools sell one workflow model to every firm and charge per user forever. A custom platform is built around your firm's actual engagement lifecycle, review structure, and client mix, integrates with the tools you already use, and has no per-seat fees. It is an asset you own rather than a subscription you rent.
Yes. Most firms run both on the same platform: tax workflow management uses the same engagement, assignment, and review engine with different stages, deadlines, and document requirements. Busy season is where the deadline tracking and client document intake earn their keep.
DocuSign for engagement letters and representation letters, QuickBooks for time and billing, SmartVault and similar document systems, and Microsoft 365 for calendar and email. Anything with an API is on the table, and the integration count is part of the fixed scope.
As one fixed price for a written scope, decided before any work starts. A single-service-line platform is at the lower end; a firm-wide platform with a client portal and several integrations is at the upper end. Tell us about the practice and you will have a number within days. Optional hosting and support plans are month to month.
Running tax season on the same platform? See the tax workflow software page. Weighing this against Karbon, Canopy, or CCH? Read the honest comparison. More on how we work with accounting firms on the CPA firms page.
Twenty minutes on how an audit moves through your firm today is enough for a rough scope and a price range. No demo of someone else's product.
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