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.
Step 2: Now click on Connect Audit Firm.
Step 3: Enter ABN and Email. Company Name and Firm Type will be automatically filled. Once done, click on Connect.
Step 4: The connect request will be sent successfully.
Step 5: The auditor will be able to view the connect request in their portal(Auditomation) under Admin > Connect.
Step 6: Once they accept the connect request, the status would change from Pending to Connected and the firm will be connected successfully.
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.
Step 2: Now click on the three dot icon under the Action column.
Step 3: Select Disconnect from here.
Step 4: Again click on Disconnect from the appearing pop-up to process forward.
Step 5: A confirmation toast message will appear at the bottom of your screen.
To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.