Guided EBP Audit Planning
Collect every document you need through guided requests, a clean self-service portal, and direct integrations. Replace email- and spreadsheet-tracking with a structured intake system built for EBP audits.
One Methodology for Every Engagement
Set methodology with firm leaders so every engagement runs the same exceptions. Set materiality thresholds, risk logic, and templates once through Autire's authoring module. Settings cascade automatically.
Stop Chasing. Start Collecting.
Identify and gather the documents you need through plan-specific request lists, delivered through a secure client portal, so your clients get exactly what to send.
Every list is built to AICPA and DOL requirements, and your team confirms it’s complete before fieldwork starts. Clients upload directly and files land in the right audit section automatically.
Data In. Automatically.
Upload trust reports, payroll data, and recordkeeper reports manually, or connect through ASH and Finch integrations to pull data automatically from supported recordkeepers and payroll providers.
A CSM Who Knows What to Request
Your CSM provides templates for data gathering and helps you identify the right data to request, not just how to use the software.
That support extends beyond routine audits, where your CSM can troubleshoot complicated audits.
100+ Plans
More than double the number of engagement since joining Autire
With Autire, we have controls in place to ensure audits are completed in order. For example, only managers or above can click certain actions after they've reviewed the documents to ensure everything is filled out and the data is reconciled.
IPA Top 100 CPA Firm