[CPAGeeks] Re: Audit Project Tracking

  • From: Elizabeth Wrightsman <ewrightsman@xxxxxxxxxxxxxxx>
  • To: "cpageeks@xxxxxxxxxxxxx" <cpageeks@xxxxxxxxxxxxx>
  • Date: Thu, 11 Jun 2020 14:41:41 +0000

We use Workstream for our audit projects. The auditors don’t use it to the 
extent that tax staff do, but we do use it for basic workflow and budgets. They 
do continue to use an excel spreadsheet for scheduling though.

I’d be happy to talk to you more about the structure of an audit project, if 
interested.


Elizabeth Wrightsman
IT Coordinator,
 IT Department
Atchley & Associates, LLP
1005 La Posada Drive, Austin, Texas 78752-3815
T: (512) 346-2086 Ext.
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From: cpageeks-bounce@xxxxxxxxxxxxx <cpageeks-bounce@xxxxxxxxxxxxx> On Behalf 
Of Clay Moreland
Sent: Wednesday, June 10, 2020 5:09 PM
To: cpageeks@xxxxxxxxxxxxx
Subject: [CPAGeeks] Re: Audit Project Tracking

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We use XCM but only for Tax so far. We hope to expand that to Audit soon. The 
staff likes it so far, year 2.
Sent from my iPhone


On Jun 10, 2020, at 2:59 PM, Josh Pivato 
<jpivato@xxxxxxxxxxxxxxx<mailto:jpivato@xxxxxxxxxxxxxxx>> wrote:

Hello all,

I’ve been tasked with getting our Audit projects in a project/workflow type 
system for tracking and I’m wondering what everyone else is using.

We currently have CCH Axcess Workstream and we’re using it for all Tax related 
projects but our Audit projects are lacking. A lot of tracking is handled in 
spreadsheets and information is entered twice or more because of it.  After 
talking with our rep and various consultants at CCH they all more or less told 
me Workstream wasn’t really meant for audit projects and best case scenario can 
be used for tracking the audit project budgets.

Any ideas or suggestions for a new system or how to configure Workstream would 
be appreciated.

Thanks,

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