THE ASSURANCE DELIVERY PLATFORM
Your entire engagement, connected.
One workspace to plan, test, report, and follow up. Built around the way assurance teams actually work.
Built for firms delivering assurance to clients.
Here’s your audit overview.
ILLUSTRATIVE WORKSPACE · SAMPLE DATA
ONE CONNECTED WORKSPACE
Keep the thread from risk to resolution.
Every request, test, finding, and recommendation stays connected to the engagement.
Bring controls, testing strategies, evidence, and findings into one focused canvas. Spend less time switching tools and more time doing the work.
Illustrative workspace · Sample engagement data
BUILT AROUND THE WORK
The tools your team needs, in the context where they need them. With room for your firm’s own approach.
Request evidence against individual controls. Client uploads land in the right place, ready for fieldwork. Need something on the spot? Share a secure upload link.
Draft risks, expected controls, testing strategies, and recommendations with AI assistance grounded in the engagement context.
Turn the scope into a structured starting point.
Write together, keep findings within reach, and move through structured review and approval. Version history keeps the story intact.
See engagement progress, outstanding reviews, and team capacity in one overview. Keep delivery moving with a shared view of what matters.
A BETTER CLIENT EXPERIENCE
Give your clients a clear place to contribute, respond, and move things forward. From the first upload to the last agreed action.
Structured requests and simple upload links make it clear what’s needed and where it belongs.
Clients comment on the report, agree actions and owners, and approve or return it for changes.
Recommendations flow into the client’s action tracker, so progress remains visible after the report.
CLIENT WORKSPACE NSPROCUREMENT AUDIT
ILLUSTRATIVE CLIENT WORKSPACE · SAMPLE DATA
MADE FOR PROFESSIONAL ASSURANCE
A connected process gives your team more space to focus on the quality of the work and the value it brings to clients.
Find your fit with AccordWiseKeep evidence, work, changes, and approvals traceable throughout the engagement.
Reuse methodologies and templates while retaining flexibility for each engagement.
Keep requests, testing, reporting, and follow-up connected across the team.
Give auditors and clients a shared, structured way to keep work moving.
BUILT WITH CONTROL IN MIND
Give team members and client users access appropriate to their role.
Keep review comments, changes, and approvals connected to the work.
Preserve report history through structured review, approval, and issuance.
A LITTLE MORE CLARITY
AccordWise is built for professional firms delivering assurance services to clients. It connects the engagement team and client across planning, evidence collection, testing, review, reporting, and follow-up.
Yes. Teams can start with existing templates or build an engagement using a control-based or risk-based approach. Common methodologies and report templates help your firm maintain consistency while allowing engagement-level flexibility.
One-off secure upload links let the appropriate person submit requested evidence without an AccordWise account. A dedicated client workspace supports ongoing evidence requests, report review, and action tracking.
AI assistance helps draft risks, expected controls, testing strategies, and recommendations using engagement context. The assurance team reviews and refines the output and remains responsible for professional judgement.
Walk through the connected lifecycle, from planning and client evidence requests to the testing canvas, report review, and agreed actions. You can focus the conversation on the workflows most relevant to your firm.
SEE ACCORDWISE IN ACTION
Let’s explore what a more connected assurance workflow could look like for your firm.
Built around your work.
Designed for what comes next.
