[smalltimeauditor]

If you work in audit, could you please tell me what software you utilize for financial statement presentation? Do you use a combination of Word and Excel spreadsheets? My company is currently looking at changing software and I was just wondering what other firms are using.

Please indicate if you’re a small, medium, or big 4-type firm. Thanks.

B - Passed
A - Passed
R - Passed
F - Passed

[Anonymous]

Caseware document manager for workpapers and trial balance

Excel for financials

Word for footnotes

Mid-size regional firm

[icanhazcpa]

Creative Solutions Accounting for workpapers

Excel for financials

Word for notes/report

Mid-size regional firm

BEC - 83
FAR - 83
REG - 74, 78
AUD - 76

Becker Self Study

[I just love this]

University internal audit I worked at during college uses CCH TeamMate for the workpapers/centralized templates. And of course MS Excel for testwork and Caseware IDEA for sampling/extraction. IDEA and ACL are the two leading data extraction/sampling softwares in the field as far as I know. KPMG uses IDEA.

Each of the Big 4 use their own proprietary software, KPMG has eAudIT..PwC has Aura..they are individualized but essentially identical.

REG- Waiting 7/1/13
BEC- Waiting 7/23/13
AUD- Studying 8/12/13
FAR- Signed up 10/1/13
Studying with CPAExcel and Wiley Test Bank.

[LoveEventing]

Grant Thornton uses their own Voyager and TBeam software for workpaper and trial balance documentation. TBeam is then used to create financial statements in word/excel for final report production.

https://www.gtneuhaus.com/Services/Audit/

BEC - 68, 76
AUD - 90, 91
FAR - 63, 83
REG - 55, 79

FINALLY DONE!

[Mayo]

Big 4 audit here.

Not sure if I understand your question.

We keep a trial balance in excel. We receive the 10k's from the client in Word and make changes in Word using track changes.

We have our own proprietary software for our audit, but it doesn't create financials or what have you.

Mayo, BBA, Macc

[futureARcpa]

Caseware Document Manager, Excel and Word for financials and footnotes.

Small-Medium firm.

FAR: 79 (Becker basic)
AUD: 68 (Becker basic), 91 (Becker, WTB, NINJA)
BEC: 64 (blind), 81 (Becker, WTB, NINJA)
REG: 68 (Becker basic), 73 (Becker, WTB, NINJA), REMATCH 2/27

[Author]

Replies