What colleagues do todaySource-backedVerified 2026-04-20
Accountant / Conduct audit testing and draft workpapers
Manual sampling and tick-mark workpapers
Pull a random sample from the population, vouch documents by hand, tick-mark the workpaper in the audit tool (CaseWare, AdvanceFlow, Engagement CS), and note exceptions.
Best for
Analysis & Decisions
Existing audit workpaper license
Setup
0 min
One-time setup estimate
Workflow
- 1Collect the source material for "Conduct audit testing and draft workpapers" before opening the tool.
- 2Run the starter prompt in CaseWare Working Papers / Thomson Reuters AdvanceFlow and paste in the real context.
- 3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
- 4Save the improved prompt or checklist so the next run takes less time.
Inputs you need
- - Accountant
- - Conduct audit testing and draft workpapers
- - Examples, notes, files, or customer context for this task
- - Your preferred tone, constraints, and final format
Expected output
- - Manual sampling and tick-mark workpapers
- - A usable draft or workflow for conduct audit testing and draft workpapers
- - A repeatable prompt you can improve after each run
Ready-to-copy asset
Starter prompt
N/A — manual sampling.
Caveats
- - Do a human review before sending, publishing, filing, or making a decision.
- - Verify numbers, names, claims, citations, and compliance-sensitive details.
- - AI drafts. You decide. Final responsibility is yours.
Measurable value
6 hrs after setup
Before: 6 hrs. After: 6 hrs.