Confidential, white-labeled audit workpapers
We provide seamless, behind-the-scenes audit documentation tailored exclusively for CPA firms. Our team delivers structured, compliant, and fully white-labeled workpapers that align with your firm’s internal standards. Built using our proprietary audit software, our output is fast, organized, and ready for review.
Service Includes
- Trial balances, lead schedules, and third-party confirmations
- Analytical procedures with detailed variance documentation
- Reviewer notes, tick marks, and cross-referencing
- Custom formats tailored to your firm’s methodology
- Confidential handling with secure, remote collaboration
- Streamlined delivery via ourvirtual audit platform
- Preparation of audit planning documents and risk assessments
- Roll-forward of prior year workpapers for continuity and efficiency
- Documentation of internal control testing and walkthroughs
- Substantive testing templates for revenue, expenses, and balance sheet items
- Finalization of audit file with indexing and completeness checks
- Support for PBC (Prepared by Client) list coordination and tracking
- Integration-ready outputs for firms using Odoo or other ERP systems
- Real-time reviewer access with version control and audit trail logs
- Optional peer review support to align with AICPA standards
