For audit firms
Every engagement in one file,from planning to sign-off.
The work your team does every day,joined up.
Plan each engagement
Set scope, materiality, team and timeline for every client before fieldwork starts.
Assess and respond to risk
Record the risks you identify and link each one to the procedures that answer it.
Keep working papers together
Structured, versioned working papers with cross-references across the whole file.
Attach evidence once
Upload a document once and attach it to every procedure it supports.
Review and sign off
Review notes, clearances and sign-offs are recorded at every level of the team.
Show the trail
Every change records who made it and when, ready for quality review and inspection.
Start in three steps,no installs.
Questions first? Our help centre answers the common ones.
Visit the help centre- 01
Create your firm’s workspace
Choose your address, for example your-firm.test.factaaudit.com, and set up your admin account.
- 02
Invite your team
Add partners, managers and staff by email and give each person a role.
- 03
Run your first engagement
Plan, perform, review and sign off with the evidence and the trail in one file.
