Connecting Auditors

Connecting Auditors

Introduction

Here's how you can connect with audit firms and start submitting jobs for audit.

Connecting with Audit Firms

Step 1: Click on Admin > Connect > Audit Firm.

admin-connect

Step 2: Now click on Connect Audit Firm.

connect-audit-firm

Step 3: Enter ABN and Email. Company Name and Firm Type will be automatically filled. Once done, click on Connect.

add-details-and-connect

Step 4: The connect request will be sent successfully.

connect-request-sent-successfully

Step 5: The auditor will be able to view the connect request in their portal(Auditomation) under Admin > Connect.

admin-connect-accept-discard-connect-request

Step 6: Once they accept the connect request, the status would change from Pending to Connected and the firm will be connected successfully.

audit-firm-connected

Disconnecting Audit Firm

If you want to disconnect with the audit firm anytime, you can follow the steps mentioned below.
Step 1: Click on Admin > Connect > Audit Firm.

admin-connect

Step 2: Now click on the three dot icon under the Action column.
Step 3: Select Disconnect from here.

action-disconnect

Step 4: Again click on Disconnect from the appearing pop-up to process forward.

action-confirmation-pop-up

Step 5: A confirmation toast message will appear at the bottom of your screen.

confirmation-toast message

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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