AuditFile
Secure, Cloud-Based Audit Software for CPAs.
Overview
AuditFile is a secure, easy-to-use, cloud-based platform designed to help CPA firms perform more efficient audits, reviews, and compilations. It integrates methodology, risk assessment, trial balance, workpapers, and reporting into a single seamless system, facilitating real-time collaboration and improving audit process management.
✨ Key Features
- Integrated Audit Workflow
- Real-time Collaboration
- Trial Balance Management
- Digital Workpapers
- Risk Assessment Tools
- Secure Client Portal
- Reporting
🎯 Key Differentiators
- Modern, intuitive cloud-native interface.
- All-in-one, integrated solution for the entire audit process.
- Straightforward, transparent pricing.
Unique Value: Provides a fully integrated, cloud-based audit solution that simplifies and streamlines the entire engagement, from planning to reporting, in an easy-to-use platform.
🎯 Use Cases (4)
✅ Best For
- Modernizing the audit process for small to mid-sized CPA firms.
- Enabling remote collaboration for audit teams.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for a general-purpose document management system.
- Tax professionals who do not perform audit or assurance services.
🏆 Alternatives
Offers a more modern and intuitive user experience compared to legacy audit software, with the benefits of a true cloud platform.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
🔄 Similar Tools in Tax Document Management
Canopy
Cloud-based practice management platform for accounting firms, combining client management, document...
TaxDome
An integrated platform for tax and accounting professionals that combines practice management, a cli...
SmartVault
A secure online document management and client portal solution built for accountants....
ShareFile
A secure file sharing, content collaboration, and workflow solution for businesses of all sizes....
CCH Axcess Document
A cloud-based document management system that is part of the CCH Axcess integrated suite for tax and...
Thomson Reuters Onvio
A cloud-based suite of tax and accounting applications, including document management, designed for ...