Four steps from engagement creation to completion.
Select client, engagement type, fiscal year, and scope. FirmGuard AI loads applicable AICPA standards automatically.
AI generates an AICPA-compliant engagement letter. Partner reviews, edits, and approves. Send to client for signature.
Upload workpapers by section. AI reviews each for completeness, accuracy, and standard compliance. Findings auto-assigned.
Compliance monitored continuously. Deadlines tracked. Partner signs off. Engagement archived with full audit trail.