Product Overview

AuditFile delivers intuitive interface and a powerful feature set!

Cloud Based

AuditFile delivers all the benefits of a paperless audit system without the need to download or install any software. Your firm will easily maintain compliance with all auditing standards and requirements, and your data and files are more secure and accessible than ever.

  • Easy-to-use
  • No software to install
  • Flexible, pay-per-user pricing
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Tracking & Analytics

More than just a tool for auditors, AuditFile tracks firm metrics from top to bottom, enabling the entire organization to operate at peak efficiency.

  • Intuitive, real-time dashboards and notifications
  • Target tracking and other firm analytics
  • One-click financial statement generation
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Every transaction is protected with 256-bit Transport Layer Security (TLS) encryption— your data and files are dramatically more secure with AuditFile than when they are stored on local hard drives and laptops. Learn more about our AuditFile security and compliance here.

  • 256-bit TLS encryption
  • Complete backups nightly
  • Built on the industry-leading Amazon Web Services platform
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Mobile Access

AuditFile can be accessed from any connected device, anywhere in the world, 24 hours a day, 7 days a week. On a job site, from home, in the office, traveling abroad… AuditFile is built to work where you do.

  • Supports smartphones, tablets, laptops, and desktop computers
  • Access your audits anytime, anywhere
  • Streamlined communication between team members
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Industry Specific & QCM Reviewed

AuditFile includes the latest Advantage Audit programs and planning documents for industry-specific audits, reviews and compilations. Custom programs can also be loaded in.

  • QCM Review AICPA Peer Review Program: PASS
  • Easy to use, step-by-step, modules based on professional standards
  • Risk-based planning tools, audit programs, and sample client letters
  • Automated planning tools for key areas
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More AuditFile Features

Industry Specific Programs AuditFile includes the latest Advantage Audit programs and planning documents for industry-specific audits, reviews and compilations. Custom programs can also be loaded in.
Microsoft Office 365 Integration Enable multiple team members to live edit or review workpapers at the same time in AuditFile.
Microsoft Excel and Word Add-ins Dynamically link AuditFile content to Excel and Word workpapers.
Cloud-based with Unlimited Storage Your data is dramatically more accessible and secure than with local storage.
Bank Level Security Two-factor authentication and 256-bit TLS encryption ensures the privacy and security of your data.
Real-Time Audit Progress Tracking Track all aspects of an audit with an easy-to-read dashboards and real-time notifications.
Manage Audit Risk AuditFile analyzes key engagement characteristics to help make the best use of your time.
Profession Standards Compliance AuditFile ensures your engagements are up-to-date with professional standards.
Mobile Access Access your audits from any connected device, anywhere in the world.
Smart Search Advanced search capability makes it easy to find any workpaper, comment, or account in seconds.
Firm Analytics Track critical metrics in real time to help your firm operate at peak efficiency.
One-click Financial Statement Generation Create important letters and statements with a touch of a button.
Intelligent Trial Balance Upload Takes the pain out of uploading trial balances. AuditFile also integrates with Xero and QuickBooks Online.
Enterprise Social Networking Real-time news feeds and notifications keep the entire engagement team up to date.
Final Lock Diagnostic Ensure that all procedures have been addressed and there are no loose ends when you lock your file.
User Management Easily set custom permissions and settings on a user-to-user basis.
CRM Package Tailored to CPAs An easy to use CRM package that tracks each partner’s progress and help win more proposals.