Manage fiscal years, set active engagement periods, and configure statuses across your audit engagement.

Define processes, IT systems, vendors, and subsidiaries in scope for audit. The foundation for the Annual Audit Plan.

Define materiality basis, overall and performance materiality, trivial thresholds, and in-scope accounts for the engagement.

Build the annual audit plan with phases, timelines, and assignments. Create and manage multiple named plans for the current FY.

Generate and download the Audit Planning & Scoping Document as a Word file. Auto-populated from your master data and planning tables.

Issue document and evidence requests to control owners. Track submission status, upload evidence, and link to controls.