For CPA Firms

Audit prep shouldn't be your job.

Your nonprofit clients mean well. But when they show up unprepared, you pay the cost in extra hours, tense conversations, and extended fieldwork. AuditEase fixes the problem before you arrive.

30K+ audits/year

US nonprofits required to conduct an annual audit

Weeks lost

Most nonprofits spend weeks gathering documents they already had

35 items

Audit-ready checklist across 7 categories — guided, not guessed

The problem you know

Every audit season,
the same delays.

01

Missing documents on day one

Bank statements, board minutes, grant agreements — your PBC list goes out and the responses trickle in over days. Fieldwork stalls before it starts.

02

Findings that repeat every year

The management letter goes out. Nothing changes. Next year, you write the same finding. It's not incompetence — it's no system to track remediation.

03

Staff turnover resets everything

The finance director who knew where everything lived is gone. Their replacement has no institutional memory and no handoff documentation.

What AuditEase provides

Everything you need
from your clients. Organized.

PBC categories aligned to GAAS and Yellow Book requirements.

Guided 35-Item Checklist

Covers financial statements, bank reconciliations, board minutes, grant documentation, 990 prep, internal controls, and prior year findings. Clients know exactly what to gather — before you ask.

Document Vault

One place for every audit document. Upload once, access always. No more "let me find that in Google Drive" during fieldwork. Structured by the same categories your PBC list uses.

Finding Tracker

Clients log your management letter findings directly into the system. Remediation status, evidence of corrective action, and repeat-finding alerts — so next year's audit starts clean.

CPA Access (Pro tier)

Pro clients can grant read access directly to their CPA. View document status, readiness score, and finding history before fieldwork begins. Less surprises. More efficient audits.

For your firm

Three steps.
Zero friction.

No partnership agreement. No revenue share. Just a tool that makes your clients easier to audit and your firm easier to work with.

01

Share this page

Forward to your nonprofit client contacts. The free checklist alone is worth the visit — no signup required to use it.

02

Client joins the waitlist

Early access pricing is locked for life. The more clients you refer before launch, the better deal they lock in.

03

Arrive to a prepared client

When audit season opens, your client has every document organized, every prior finding tracked, and a readiness score you can review before fieldwork begins.

Ready to share

Copy and send.

Forward this to any nonprofit client heading into audit season.

Client email template
Subject: A free resource for your audit prep Hi [Name], Heading into audit season — sharing something a few clients have found useful. AuditEase built a free 35-item checklist covering everything your auditor will ask for: financial statements, bank reconciliations, board minutes, grant documentation, 990 prep, internal controls, and prior-year findings. All organized by category, with progress tracking and a PDF export. Free to use, no account required: https://auditease.app/checklist.html They're also building a full document vault and finding tracker, and have an early-access waitlist open now. Pricing locks in at early-access rates before public launch. Worth 5 minutes. [Your name]

Stay in the loop.

We'll notify you when AuditEase opens to clients — so you can refer at the right time.

No spam. One email when early access opens.