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Auditor Assistant: Internal Audit Software

Engagement Planning

With Auditor Assistant you can develop and document a plan for each engagement, including specific objectives, scope, timing and resource allocations. It will also facilitate the development, documentation and review of your work programs to achieve the engagement objectives.

Auditor Assistant functionality allows you to:

Planning Considerations

  • Review results from the engagement's relevant
    annual risk assessment
  • Develop and document a plan for each engagement, including the engagement's objectives, scope, timing and resource allocations
  • Generate a planning memo based on the documented
    background and scope
  • Document and generate a client request letter (PBC) to
    deliver to clients

Engagement Work Program

  • Develop, document and store work programs that achieve the engagement objectives
  • Import preliminary work programs from your work program library or a previous audit/engagement
  • Choose from three work program formats:
    - Risk-Control-Test
    - Audit Procedures
    - Workpapers
  • Use Auditor Assistant to document specific details or conduct testing via third-party applications such as Microsoft Office

Engagement Planning

How can we help you?

Contact us by phone 800.274.3978 or
submit your questions, comments, or proposal requests.


Rapid Assessment®

Complete our Rapid Assessment form to be contacted about receiving our "quick-hit" diagnostic of your critical areas of operations.

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Events/Webcasts

LIVE WEBCAST

AML and regulatory compliance webcast series—Fall 2016

  • December 15, 2016

LIVE WEBCAST

PCI DSS 3.2—What’s next?

  • December 08, 2016

IN-PERSON EVENT

RSM Raleigh Technology Conference

  • October 26, 2016

IN-PERSON EVENT

Emerging risks seminar: 2016 cybersecurity executive forum

  • October 11, 2016

IN-PERSON EVENT

RSM’s 40th Annual National Credit Union Conference

  • October 06, 2016