Audit Completion
Quickly manage final phase of an audit engagement with this workflow.
1,041 downloads
Audit Planning Template
Download your free Audit Planning template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 1344 times
About this template
This template outlines the steps required to plan an audit engagement, from initial preparation to documentation.
It includes tasks for gathering client information, reviewing prior-year files, assessing risk, and preparing planning documentation.
Internal reviews and team collaboration are built in, with Client Tasks used to collect relevant details directly from the client. Automation is included to assign and progress tasks through the workflow, and roles involved include the Initial Assignee, Preparer, and Reviewer.
This template is fully customizable to suit your firm’s specific audit planning process.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is the leading AI-powered practice management platform.
Thousands of accounting firms around the world have unlocked new efficiency, consistency, and growth by standardizing their workflow processes in Karbon templates.
But that’s just the beginning. Karbon connects your team, clients, work, and data. Everything lives in Karbon, so there's always a clear answer to what's happening, who owns it, and where to take action.
Learn more at karbonhq.com or book a demo.
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