Assure Audit

Assure Audit is audit fieldwork software for accounting firms — financial statement audits, employee benefit plan (EBP) audits, fund audits, nonprofit (NFP) audits, and government audits. It shares its client list and engagement records with Assure Pro, so a firm never re-enters the same client twice.

What Audit does today

• Engagements — see which audit services are active for a client, synced automatically from Assure Pro.
• Planning — determine materiality for an engagement before fieldwork starts.
• Fieldwork — build and test workbooks (workpapers), match client data to supporting evidence, and export finished testing to Excel.
• Document requests — collect supporting documents from clients, with due dates, status tracking, and a client-facing portal.
• Financial statement review — run automated consistency, foot/crossfoot, and grammar checks against a draft financial statement.

What’s coming

Planning and Financial Statement Review are fully built for financial statement audits; the equivalent screens for EBP, Fund, NFP, and Government audits are still in progress. We’ll add docs as those land.

Next

• Getting started — sign in and select an audit type.
• Engagements — the entry point for any client’s audit work.
• Browse Assure Pro — clients and engagements originate there and sync into Audit.
• Browse Assure Books — the sibling product for bookkeeping.
• Read about your AssureOne account — one sign-in covers Audit alongside the other products.