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This is a question only for those that dont use any online / cloud auditing services. How do you efficiently populate and complete your audit reports to the trustee? Do you use a service or a tool? or stick to entering in client trustee or address information for each and every report then adding in any qualifications?. Anyone out there has a better way to do this? Please avoid any responses relating to cloud audit provider report finalisation, as id like to see other options to these.
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Hi Mark
A process used by a firm that does about 800 audits a year is an excel data base, then a mail merge document is prepared in microsoft word and then printed as a PDF document.
That firm did print the audit reports from excel in the past but found that not effective so changed to preparing a word based audit report.
That firm does use an online / cloud software to do their audits but does not produce the audit reports from this software.
Thanks
SMSF AAA