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Features Built for CPA Firms

Every feature designed around AICPA professional standards and real firm workflows.

AI Engagement Letters

Generate AICPA-compliant engagement letters for audit, review, compilation, tax, and attestation engagements. Partner review and approval workflow built in.

AI Workpaper Review

AI reviews every workpaper for completeness, mathematical accuracy, cross-referencing, and standard compliance. Findings auto-assigned to preparers.

Compliance Monitoring

Continuous monitoring of AICPA standards, PCAOB requirements, SQMS implementation, Circular 230 compliance, and state CPA board regulations.

Independence Checker

Automated independence assessment per AICPA ET 1.200. Track financial interests, family relationships, non-attest services, and fee arrangements.

Engagement Pipeline

From draft to completed — track every engagement with timeline management, deadline tracking, workpaper organization, and partner sign-off.

Immutable Audit Trail

Every action recorded with SHA-256 checksums. Tamper-proof, peer review ready, compliant with documentation retention requirements.