Know what happens next
Customize engagement workflows. Assign tasks, set deadlines and track progress across audits, tax and other engagements.
FOR AUDIT & ACCOUNTING FIRMS
OLi AuditEvery engagement.
Under control.
Bring audit and non-audit engagements, working papers, client requests and reviews into one workspace. Less chasing. Clearer progress. Inspection-ready.
WHAT IT DOES. WHAT IT SOLVES.
Less chasing. More clarity.
Clear responsibilities. Connected records. Fewer loose ends.
Find the right working paper
Keep working papers and client files in an organized repository. Bring supporting documents closer to the work.
Make reviews easier to follow
Record sign-offs, review notes and feedback. Make outstanding items visible before work is completed.
Bring clients into the process
Request documents in the Client Workspace. Track submissions and see what still needs a follow-up.
Keep conversations connected
Message clients and your team alongside engagement work. Keep questions from getting lost in separate threads.
Prepare for inspection
Share archived audit engagements with password-protected, limited viewing access. Choose what inspectors can view.
TAKE A CLOSER LOOK
One system. Connected workspaces.
Explore the screens your team will use.
BUILT AROUND YOUR WORK
Audit and non-audit.
One organized practice.
Your firm handles more than one type of engagement. Keep client requirements, responsibilities and supporting files organized across the work you deliver.
Start the demo with a real engagement. We’ll explore the Firm Workspace, Client Workspace and inspection sharing relevant to your practice.
A FEW USEFUL ANSWERS
Before you book.
Is OLi Audit only for audits?+
No. OLi Audit helps firms organize audit and non-audit engagements, including tax, bookkeeping and other compliance work.
What is the difference between the Firm and Client Workspaces?+
The Firm Workspace is where your team manages engagement work. The Client Workspace gives clients a place for requests, shared files and communication.
How does inspection sharing work?+
Your firm can share selected archived audit work through password-protected, limited viewing access. Confirm the access scope and viewing period during your demo.
Does software guarantee compliance?+
No. Your firm remains responsible for professional judgment, documentation and applicable requirements. OLi Audit supports organization, workflow and access to engagement records.
LET’S MAKE WORK SIMPLER
Start with your real workflow.
See the product. Ask your questions. Decide with confidence.