Digital audit transformation: Finalize and roll-forward binders

Automated file management

Remember manually organizing thousands of workpapers into archive folders? AI will handle the entire finalization process automatically. Files get categorized, indexed, and stored according to your firm's standards without anyone lifting a finger.

No more missing documents, no more inconsistent naming conventions, no more panic when regulators ask for something from three years ago.

Finalization

Before an engagement can be considered truly complete, every sign-off and checklist needs to be in place. AI-enabled systems can automatically verify that all required reviews are finished, signatures are captured, and every procedural step has been marked as complete.

Once the engagement passes these checks, the platform can lock and archive the audit file with full version control and an audit trail. That means any future review has clear, documented evidence of exactly what was finalized and when.

This process eliminates last-minute scrambling, reduces the risk of oversight, and ensures your final file meets both firm standards and compliance requirements.

Rolling forward

Instead of copying last year's approach and hoping for the best, AI will create next year's audit plan based on what worked. The system knows which procedures were efficient, which risks materialized, and which team configurations were most effective.

The tech stack you need

CCH Axcess Audit software transforms finalization transformation, leveraging:

• CCH Axcess™ Engagement: Captures engagement insights and performance metrics for continuous improvement.
• CCH Axcess™ Knowledge Coach: Preserves institutional knowledge and best practices across engagement teams.
• CCH Axcess™ Document: Stores archived documents with enterprise-level security and retention policies

Automated audit finalization means every audit makes your next one better.