Professional Edition Core Essentials:
Free Version

The Professional Edition is pre-configured and ideally suited for professional auditors, CPA firms, and external audit practices with multiple clients.  The Core Essentials level of the Professional Edition includes full sets of customizable audit templates, test procedures, and workpaper management, and workflow to coordinate and manage your team. Our AI-driven agent automates data retrieval from client accounting systems such as QuickBooks or Xero, freeing you to focus on high-value work while securely accommodates your growing client base.  

• Manage your client base services for financial accountant reviews or full external financial audits from a multi-client workflow management system and centralized client dashboard.

• Multiple audit templates are provided for several industries, non-profits, etc.

• Connect to client platforms directly including QuickBooks and Xero and quickly create client specific workpapers automatically.

• For the first 90 days this system includes all features of the Advanced Platforms, including Fraud Risk assessments and Financial Control Framework assessments based on the GOA GreenBook.

• Supports 2 users

Choose a system configuration to get started