FOUNDATION CPA Audit/Review
Gives outside CPAs a convenient inside look at their clients' reports and financials from a single dashboard.
Overview
The FOUNDATION CPA Audit and Review Software is a unique, free tool that allows a contractor's external CPA to remotely access their financial data. CPAs can view key reports, drill down into transactions, and even make adjusting journal entries, which streamlines the audit, review, and tax preparation process.
✨ Key Features
- Free, secure remote access for CPAs
- Access to key financial reports (WIP, cash flow, etc.)
- Ability to make adjusting journal entries
- Traceable audit trail for all CPA entries
- Drill-down capabilities from reports to source transactions
🎯 Key Differentiators
- Specifically designed for construction industry financials and reports
- Provides direct, secure access to the client's live database
- Completely free for the CPA
Unique Value: Drastically improves the efficiency and accuracy of external audits and financial reviews by giving CPAs direct, secure access to the data they need.
🎯 Use Cases (3)
✅ Best For
- Construction companies that undergo regular audits or reviews
- Businesses working closely with a fractional CFO or external accountant
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that do all accounting and tax work in-house with no external review
🏆 Alternatives
Instead of exporting and sending dozens of reports and files, the CPA tool provides live, drillable access, saving significant time for both the contractor and the accounting firm.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
💰 Pricing
Free tier: Free for the client's CPA.
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