Getting Started with AuditFile
In just a few minutes, you can accomplish a lot!
Quick Start Guide
Deploying AuditFile to your firm is easy, here is a quick start guide to begin a successful deployment.
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- Log In and Create Additional Users
- Create a Client
- Create an Engagement
- Explore Firm Settings and Permissions
1. Log In and Create Additional Users
|View, add, and remove colleagues.|
|A light-weight CRM tool to help your firm track leads and win more business.|
|Access all of your firm's clients in once place.|
|Search: find just about anything.|
|Notifications: stay updated on important information. For example, if a user leaves a review comment on a procedure that you prepared, you will be notified.|
|Settings: Edit personal, firm, and billing preferences.|
You must be a user with the correct permissions to add new users. See section 5: firm settings and permission in this quick start guide.
A user's staff level will determine the permissions he or she has. See section 5: firm settings and permission in this quick start guide for more information regarding setting permission and customizing staff levels.
2. Create a Client
You must be a user with the correct permissions to create clients. See section 5: firm settings and permission in this quick start guide.
Box A) all engagements belonging to that client
Box B) all client information
3. Create an Engagement
Box A) Progress bars for planning, program, and completion areas.
Box B) The sidebar allows us to navigate through the audit file.
Box C) Activity feed / audit trail.
4. Explore Firm Settings and Preferences
Box A) General firm information and settings (firm name, address, website, contact, etc.).
Box B) Additional levels of signoff (manage signoff requirements for engagements).
Box C) Staff levels and permissions.