Workpapers
Audit workpapers software for CPA engagement files
GAASFlow provides live worksheets—not static checklist PDFs alone—so staff complete procedures, attach evidence, document conclusions, and capture preparer and reviewer sign-offs inside the engagement.
Workpaper capabilities in GAASFlow
- Guided procedures with completion tracking
- Testing tables, exceptions, and conclusions
- Evidence attachments on the workpaper
- One-click electronic preparer and reviewer stamps
- Review notes linked to the work
- Trial-balance-driven planning context
- Print package that carries stamps and firm branding
How teams evaluate the product
- Walk the product tour (product UI frames with sample data)
- Start a free trial and open the Summit Ridge sample engagement
- Open a completed workpaper, review stamps, and preview export
- Create a live engagement and import a trial balance when ready
FAQ
What makes digital audit workpapers different from Excel binders?
Digital workpapers keep procedures, evidence, conclusions, review notes, and electronic stamps in the engagement file. Each team member works from the same current record.
Does GAASFlow include electronic sign-offs?
Yes. Preparer and reviewer can stamp with one click (name, role, date/time). Open review notes can block reviewer approval. Material edits after sign-off require re-review.
Can workpapers export for permanent file?
Yes. Firms can download a server-generated governed package PDF with integrity hashes and approval history, or use the detailed workpaper print view for worksheets and electronic stamps.
Related: CPA audit program software · Audit engagement software