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Template · Accounting & Tax Services

Audit engagement planner for accounting & tax services

Each audit with its PBC list status, fieldwork dates, findings and sign-off.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Inside

What it does

Each audit with its PBC list status, fieldwork dates, findings and sign-off.

Tracks
Engagement, Client, Year end, Manager, PBC items outstanding, Fieldwork start, Report due, Findings, Status
Flags automatically
  • Report overdue when Report due has passed and Status is not Signed off
  • PBC outstanding at fieldwork when PBC items outstanding is over 5 and Fieldwork start is within 7 days
  • Signed off when Status is Signed off
Actions and automations
  • Create a one-page summary: A short Word summary of this engagement for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every engagement for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Neuclon for accounting & tax services · All apps and templates

Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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