Engagement planning
Define risks, materiality, and the audit plan in a single workspace. Status flows through every procedure that touches it.
Workpapers
AuditEngagement workpapers that stay live with the books.
Plan engagements, run procedures, attach evidence, and review with your team. WorkpaperOS Audit is built for firms that want audit documentation that doesn't drift from the underlying numbers.
No card required. Sign-up takes 60 seconds.
What you get
Everything in one focused product app.
Procedure library
A reusable procedure library with sign-off, reviewer notes, and exception flags so the work paper trail is always clear.
Evidence vault
Attach supporting docs straight from OneDrive, Google Drive, or upload directly. File versions and OCR are handled automatically.
Reviewer access
Invite a reviewer for read-only or comment access without sharing source files. Reviews are tracked per procedure.
Live financials
The same engagement workspace pulls trial balances and adjusted balances so reports never disagree with workpapers.
MCP for AI assistants
Each engagement exposes an MCP endpoint so Claude, Codex, or any compliant AI assistant can analyze workpapers safely.
Pricing
Start free for 30 days. Pick a plan when you're ready.
Every plan includes a 30-day free trial — no card required up front. Pricing reflects the Audit app only; mix and match with other WorkpaperOS apps as you grow.
Trial
$0for 30 days
- Full feature access
- Unlimited engagements during trial
- Cancel anytime, no card required
Pro
$79/ user / month
- Unlimited engagements
- Reviewer seats included
- MCP server access
- Priority support
Firm
Contactfor firms 10+ users
- Volume pricing
- Custom onboarding
- Dedicated success manager
- Annual contract option
FAQ
Common questions.
- How does the 30-day trial work?
- You sign up, land in Audit, and click Start trial on the first screen. No card on file. After 30 days you'll be prompted to pick a paid plan or your engagements go read-only.
- Can my reviewer use Audit without buying a seat?
- Reviewer access is included on the Pro plan up to a per-firm cap. If you need a reviewer-only role at scale, the Firm plan covers it.
- Where does my data live?
- Each WorkpaperOS app uses an isolated database per product. Audit data does not mix with Books, Tax, or any other product app.
- What about OnlyOffice for editing workpapers?
- Workpapers open in an embedded OnlyOffice editor. No local install required; reviewer comments sync back to the engagement.
Ready to try Audit?
Sign up in 60 seconds. Your 30-day trial starts the moment you land in Audit.