Schneider Downs & Company, Inc.�Presentation on Technology in Auditing�Robert Morris University

April 12, 2022

Discussion Points

Big Thinking. Personal Focus

• Introduction
• Technology in Auditing
• Engagement management
• Document sharing/Communication
• Data analysis
• Research tools
• Firm Resources

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Introductions

Technology in Auditing

• Engagement management
• ProSystem fx Engagement – paperless workpaper solution
• Document sharing/Communication
• Suralink – Document sharing and workflow platform
• Microsoft Teams
• Data analysis
• Excel is a powerful tool!
• IDEA – Data analytics software
• Research
• Checkpoint Online – Provides research and other valuable tools utilized during engagements
• Checkpoint Tools for PPC – Provides templates and checklists
• PPC SMART Practice Aids – Compiles checkpoint research and checklists into an easy risk assessment software
• Currently demoing and working on implementation of other solutions such as:
• Workflow – For processing of various client communications and deliverables
• OnPoint PCR – Similar to engagement, this will prepare certain dashboards that are more specific to review and compilation engagements

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Firm Resources

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Website: www.schneiderdowns.com

Our Thoughts On

Remote Learning

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Schneider Downs Services Video Series - https://vimeo.com/showcase/9428747

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Thank You!

Any Questions?

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