AuditFile Review: Achieve Award-Winning Audits With Cloud Software

Audit chaos slowing you down again?

If you’re searching for audit automation software, you’re likely buried in paperwork, manual trial balances, and chasing client files across emails—hoping for one solution that actually simplifies your firm’s workflow.

But here’s the reality: wasting hours on redundant tasks and piecing together files is killing your productivity and leading to missed deadlines every day.

That’s where AuditFile steps in, offering true cloud-based audit automation—combining secure workpaper management, automated workflows, direct integrations with Xero and QuickBooks, and even AI-driven analytics for streamlined audits that set it apart from traditional solutions.

In this review, I’ll help you see how you can finally reclaim your time and get control over audit projects—without the headaches of complicated setup or legacy tools.

In this AuditFile review, you’ll discover a detailed breakdown of its features, day-to-day workflow, pricing, implementation insights, and how it stacks up against other audit software options.

You’ll walk away with real clarity on the features you need to streamline work, collaborate securely, and deliver audits more efficiently.

Let’s dive into the analysis.

AuditFile Overview

AuditFile has been dedicated to cloud-based audit automation since its founding in 2011. Based in Walnut Creek, CA, their mission is providing an easy-to-use, scalable platform for today’s accounting professionals.

What truly sets them apart is their singular focus on a purely cloud-based audit platform for CPA firms and internal audit teams. This specialization means you’re getting a tool built specifically for your workflow, not a generic, one-size-fits-all solution that falls short.

Their recent integration of AuditFile AI is a smart, forward-thinking move. I found through this AuditFile review that this development significantly helps auditors analyze complex data and assess risk much more effectively.

Unlike legacy competitors like CCH ProSystem fx, AuditFile champions a more user-friendly experience. You get the sense it was built by people who actually perform audits, prioritizing practical workflows over a cluttered and overwhelming interface.

They work with a wide spectrum of organizations. You’ll see them used by nimble SMBs, mid-market CPA firms, and even enterprise audit teams looking to modernize their entire engagement and compliance process.

From my analysis, their strategy centers on intelligent automation and open integration with tools your accounting team already uses. This aligns with your need for real-world efficiency without getting locked into a restrictive software ecosystem.

Now let’s examine their core capabilities.

AuditFile Features

Dealing with audit processes that feel stuck in the past?

AuditFile features offer a powerful cloud-based solution to streamline your audit workflow from start to finish. Here are the five main AuditFile features that help you tackle your auditing challenges efficiently.

1. Cloud-Based Accessibility

Struggling with audit files confined to your office?

Reliance on physical files or on-premise software limits team collaboration. This often makes remote work nearly impossible for your audit teams.

AuditFile operates entirely in the cloud, allowing 24/7 access from any device, which simplifies remote work. From my testing, the secure, encrypted access eliminates geographic barriers, making real-time collaboration a breeze for your entire team. This feature means your audit work is always available, wherever you are.

This means you can say goodbye to location constraints and boost your team’s flexibility and responsiveness significantly.

2. Automated Workflows and Customizable Templates

Tired of repetitive audit tasks slowing you down?

Manual, inconsistent processes eat up valuable time and increase the risk of errors. This often leads to compliance headaches and wasted effort.

AuditFile provides automated workflows and customizable templates, including industry-specific options, which streamline repetitive tasks. What I found impressive is how you can set default indexing to ensure compliance and quickly roll out procedure updates across all engagements.

This means you can standardize your audits, ensure consistency, and drastically reduce the time spent on administrative tasks.

3. Intelligent Trial Balance and Accounting Software Integration

Is manual trial balance entry causing data accuracy issues?

Disjointed data entry and reconciliation between systems can introduce errors and consume excessive staff time. This often leads to frustrating delays.

The intelligent trial balance offers direct integration with Xero and QuickBooks Online, simplifying data uploads and updates. This is where AuditFile shines, as any updates flow seamlessly into custom Excel templates, and you can easily add tax adjustments for export to tax software.

This means you can ensure data accuracy, eliminate manual data entry, and save significant time on reconciliation.

4. Client Portal and Secure File Sharing

Is client document exchange a chaotic mess?

Scattered email threads and insecure file transfers complicate client communication and document management. This often delays the audit process.

AuditFile includes a robust client portal, enabling secure document sharing, request lists, and real-time PBC item tracking. I found that the personal file-sharing link streamlines secure transfers, allowing direct movement of files into engagements. This feature centralizes all client interactions.

This means you can enhance client collaboration, maintain document security, and drastically improve the efficiency of your information gathering.

5. AuditFile AI Integration

Struggling to analyze vast amounts of financial data efficiently?

Manually sifting through complex data to identify anomalies or risks is time-consuming and prone to human error. This can lead to less comprehensive audits.

With AuditFile AI, leveraging Microsoft Azure OpenAI, you can use AI to complete attest procedures, analyze financial data, and assess risk. From my testing, this unique feature helps identify potential fraud and reduce accounting errors, leading to more thorough audits with less staff time.

This means you can perform deeper, more insightful analyses, uncover hidden risks, and elevate the overall quality of your audits.

You’ll find these AuditFile features work together to create a cohesive and powerful audit automation platform that streamlines your entire process.

AuditFile Pricing

What are you truly paying for?

AuditFile pricing offers transparent tiers with clear monthly rates, making it straightforward to budget for your audit automation needs.

Plan	Price & Features
Professional	$99/month (includes first user) • 1 TB Cloud Storage • Up to 15 Users • Customizable Procedure Templates • Intelligent Trial Balance • Microsoft Office 365 Integration
Pro Plus	$149/month (includes first user) • 10 TB Cloud Storage • Unlimited Users • Materiality & Risk Practice Aid • Internal Control Evaluation • Advantage Audit Industry Guides
Enterprise and Governmental	Custom pricing – contact sales • Custom branding • Custom hosting solutions • Active Directory/SSO integration • CAC/PIV authentication • Custom integrations

1. Value Assessment

Great pricing transparency here.

From my cost analysis, what impressed me is how the Pro Plus plan offers unlimited users, making it incredibly scalable for growing firms. The inclusive pricing bundles core features that prevent hidden costs, ensuring you know exactly what your budget covers each month.

This means your monthly costs stay predictable as your team expands, with clear value for your investment.

2. Trial/Demo Options

Smart evaluation approach available.

AuditFile offers a 14-day free trial across all plans, letting you fully explore features like the Intelligent Trial Balance. What I found valuable is the free PremiumPlus Support package currently available, providing dedicated onboarding and support sessions.

This lets you validate the software’s fit for your firm without committing to full pricing upfront, minimizing risk.

3. Plan Comparison

Choosing the right tier matters.

The Professional plan is excellent for smaller teams, but the Pro Plus truly shines for firms needing unlimited users and expanded storage. What stands out is how the Enterprise tier caters to large organizations needing custom hosting and advanced security integrations.

This tiered approach helps you match pricing to actual usage requirements, ensuring you pay for what your firm genuinely needs.

My Take: AuditFile’s pricing strategy focuses on scalability and feature-rich tiers, making it ideal for CPA firms and internal audit teams seeking predictable costs and powerful automation.

The overall AuditFile pricing reflects transparent value without hidden surprises for your firm.

AuditFile Reviews

What do actual customers truly think?

I’ve analyzed numerous AuditFile reviews to give you a balanced look at real user experiences, highlighting both the strengths and common pain points.

1. Overall User Satisfaction

Users seem generally satisfied.

From my review analysis, AuditFile generally receives positive feedback, indicating high overall user satisfaction. What I found in user feedback is how its ability to streamline audit processes consistently leads to positive sentiment, making auditors’ jobs easier and more efficient.

This suggests you can expect a practical solution that simplifies complex audit tasks significantly.

2. Common Praise Points

Its ease of use stands out.

Users consistently praise AuditFile for its intuitive interface and cloud-based accessibility. Review-wise, I noticed how the system’s efficiency and automation features are frequently highlighted, saving users significant time and reducing manual effort.

This means you’ll likely benefit from faster audits and improved collaboration from anywhere.

3. Frequent Complaints

Some learning curves exist.

While largely positive, some AuditFile reviews point to a slight learning curve for new users. What stands out in user feedback is how some wish for more advanced features for complex audit assignments, suggesting room for growth in tool diversity.

These complaints appear to be minor hurdles rather than deal-breakers for most users.

Overall, AuditFile reviews show a strong product with credible satisfaction, despite minor areas for improvement in feature depth.

Best AuditFile Alternatives

Which audit software best fits your firm?

The best AuditFile alternatives include several strong options, each better suited for different firm sizes, existing tech ecosystems, and specific audit methodology requirements.

1. CCH ProSystem fx Engagement

Already heavily invested in the CCH ecosystem?

CCH ProSystem fx Engagement excels when your firm needs deep integration across CCH tax and accounting products, offering a unified ecosystem for existing Wolters Kluwer users. From my competitive analysis, CCH offers a highly unified ecosystem for firms, though it typically involves a higher upfront investment.

Choose this alternative if you prioritize extensive integration within the CCH suite and have a larger budget.

2. CaseWare Working Papers

Seeking granular control over workpaper customization?

CaseWare Working Papers might be preferred if your firm requires robust workpaper management, extensive customization, and strong reporting capabilities. What I found comparing options is that CaseWare provides highly granular workpaper customization, but it might lack AuditFile’s pure cloud accessibility.

Consider this alternative when your firm needs tailored audit methodology or has complex reporting needs.

3. Thomson Reuters Checkpoint Engage

Value integrated research and authoritative content?

Checkpoint Engage is a strong alternative if your firm heavily relies on integrated research and authoritative content from Thomson Reuters. From my analysis, Checkpoint Engage offers extensive content integration, making it ideal for firms prioritizing research resources within their audit software.

Choose this alternative if your firm values a solution part of a broader Thomson Reuters product suite.

4. AdvanceFlow (Thomson Reuters)

Managing highly complex clients with large data volumes?

AdvanceFlow suits larger firms with complex clients and significant data that demand enterprise-level processing and real-time collaboration within the Thomson Reuters ecosystem. What I found comparing options is that AdvanceFlow provides robust enterprise-level processing for large, data-heavy engagements, though it’s typically a premium solution.

Consider this alternative when you need powerful processing and advanced real-time collaboration for complex audits.

The best AuditFile alternatives depend on your firm’s specific needs and existing technological investments rather than generic feature lists.

AuditFile Setup

Concerned about complicated audit software setup?

AuditFile implementation generally focuses on ease of use and quick setup, positioning it as a relatively straightforward deployment for audit professionals. My AuditFile review offers realistic expectations for your setup.

1. Setup Complexity & Timeline

Getting started is surprisingly fast.

AuditFile’s cloud-based nature means no software installation or servers, simplifying initial deployment considerably. What I found about deployment is that you can begin audit work on the same day you sign up, provided your data is ready for upload. Customizing built-in audit programs or loading your own requires some initial time.

You’ll want to plan for data migration and configuration of custom programs, but expect a quick path to productivity.

2. Technical Requirements & Integration

Technical needs are minimal and straightforward.

As a cloud-based solution on AWS, AuditFile requires only a reliable internet connection and a connected device, from smartphones to desktops. From my implementation analysis, there are no complex hardware or server setups to worry about, reducing your IT overhead significantly.

Plan for standard internet access and consider MFA/biometric authentication for enhanced security, but infrastructure is largely handled.

3. Training & Change Management

User adoption requires targeted training.

While AuditFile aims for user-friendliness, a learning curve exists to fully leverage all features. Your team will need to understand new workflows and functionalities. What I found about deployment is that AuditFile offers extensive onboarding and dedicated CPA support for a year with their PremiumPlus package, ensuring a smoother transition.

Invest in the provided training resources and consider a dedicated CPA for guidance to accelerate user proficiency and adoption.

4. Support & Success Factors

Vendor support significantly aids implementation.

AuditFile offers 7-day-a-week phone and email support, including live assistance from CPAs with extensive audit experience. From my analysis, this accessible, expert support is critical for addressing complex questions and navigating the initial setup. They work hand-in-hand with firms for the first 60 days.

Plan to leverage their comprehensive support and onboarding to ensure your team maximizes AuditFile’s capabilities and achieves successful outcomes.

Overall, AuditFile setup is designed for efficiency, offering strong support to ensure successful deployment and adoption for your audit team.

Bottom Line

AuditFile: Is it the right audit solution for you?

My AuditFile review synthesizes all features, pricing, and user feedback to provide a clear, decisive recommendation for who should use this software and why.

1. Who This Works Best For

CPA firms seeking cloud-based audit modernization.

AuditFile is ideal for CPA firms and internal audit teams, from small to enterprise, looking to move away from server-based systems and embrace efficient cloud-native workflows. From my user analysis, firms prioritizing real-time collaboration and security will find this platform exceptionally well-suited for their needs.

You’ll succeed if your goal is to automate manual audit processes and enhance compliance across various industry standards.

2. Overall Strengths

Unmatched efficiency through automation and cloud accessibility.

The software shines with its robust cloud-based security, real-time collaboration, and automation of tasks from trial balance to financial statements. From my comprehensive analysis, its seamless integration of AI features boosts fraud detection and risk assessment, delivering a competitive edge for your audit practice.

These strengths directly translate into significant time savings and improved audit quality for your team, ensuring better client outcomes.

3. Key Limitations

Navigating advanced features may require initial effort.

While user-friendly, new users might encounter a learning curve to fully leverage AuditFile’s comprehensive functionalities and integrated modules. Based on this review, some users might desire more advanced tools for highly specialized or exceptionally complex audit engagements beyond the core offerings.

I find these limitations manageable, requiring initial investment in training rather than posing fundamental obstacles to successful implementation and use.

4. Final Recommendation

AuditFile receives a strong, confident recommendation.

You should choose AuditFile if your CPA firm or internal audit team prioritizes a secure, collaborative, and automated cloud-based solution for modern audit engagements. From my analysis, its value proposition is strongest for firms transitioning to digital and seeking enhanced efficiency and compliance.

My confidence is high for businesses seeking to streamline their audit processes and achieve significant operational improvements.

This AuditFile review confirms it’s a powerful tool for modern audit practices, helping you achieve greater efficiency and security in your operations.