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AuditFile
AuditFile is a secure, cloud-based platform designed specifically for CPAs to streamline audits, reviews, compilations, and tax services.
Our verdict
Who it's for
Secure, cloud-based audit software streamlining audits, reviews, and compilations for CPAs.
Who should look elsewhere
Pricing is per-user per-month, which may be costly for very large firms without an annual contract discount.
Pros
- +Eliminates need for servers and software installation, reducing IT overhead.
- +Enhances security with bank-level encryption and robust authentication options.
- +Provides real-time visibility into audit status and firm metrics.
- +Offers mobile access from any device, increasing flexibility for auditors.
- +Includes built-in industry-specific audit programs and customizable templates.
Cons
- −Pricing is per-user per-month, which may be costly for very large firms without an annual contract discount.
- −Advanced features like AuditFile AI and custom hosting are only available in higher-tier plans.
Key features
- ✓Cloud-based platform with no software installation required
- ✓Integrated methodology, risk assessment, and workpapers
- ✓Intelligent Trial Balance with Xero and QBO integration
- ✓Real-time audit progress tracking and firm analytics
- ✓256-bit TLS encryption and multi-factor authentication
- ✓Microsoft Office 365 Integration for live workpaper editing
- ✓Advantage Audit industry-specific programs and templates
- ✓CRM package tailored for CPAs
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Professional | $149 | month | 1 TB Cloud Storage; Up to 15 Users; Email and Phone Support |
| Pro Plus! | $249 | month | 10 TB Cloud Storage; Unlimited Users; Email and Phone Support |
| Enterprise and Gov | — | month | Unlimited Cloud Storage; Unlimited Users; Email and Phone Support |
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