AuditFile

Overview

AuditFile brings methodology, risk assessment, trial balances, workpapers, and reporting into a single audit workflow. Industry-specific programs and planning documents cover audits, reviews, and compilations, while firms can load their own programs. That combination suits firms looking to standardize processes without giving up the option to use custom methodology.

Real-time dashboards, notifications, firm analytics, target tracking, and one-click financial statement generation add oversight beyond individual engagements. Firms with no client or engagement cap can grow their use without hitting a product quota, though storage and user limits still depend on plan.

Key features

AuditFile's Advantage Audit programs provide industry-specific guidance and planning documents. QuickBooks Online, Xero, and NetSuite trial balance imports, along with Office 365 integration and Excel and Word add-ins, connect core audit work with common accounting and document workflows.

Workpaper templates, evidence collection, review workflows, audit reporting, a client portal, and e-signatures cover key stages from documentation through client exchange. The pricing FAQ also says customers can export any data they create or upload, which helps firms retain control of their engagement materials.

Security options include encryption at rest and in transit, nightly backups, and replication across at least three AWS data centers. AuditFile reports a completed SOC 2 Type II examination and compliance with GDPR and NIST 800-53 Revision 5. Multifactor and biometric authentication with YubiKey Bio devices join SSO, SAML, Active Directory, and LDAP; the broader identity options are especially relevant to firms with established access controls.

Native apps for iPhone, iPad, Apple Watch, and Apple TV support procedure sign-offs, evidence capture, and time logging. That extends some field tasks beyond the web platform, though the listed platform coverage also includes self-hosted deployment.

Pricing

AuditFile offers a 14-day free trial but no free plan. Its pricing page gives two displayed figures for each paid plan: the agreement rate and a higher reference price.

• Professional: 179.00 USD per month per user with a one-year agreement, billed monthly; the page also displays $199 and says save 10%. It includes 1 TB of cloud storage, up to 15 users, AuditFile AI and PCR+T, a secure client portal, and e-signatures. This is the better fit for smaller firms that can work within the 15-user and 1 TB limits.
• Pro Plus: 249.00 USD per month per user with a one-year agreement, billed monthly; the page also displays $299 and says save 17%. It includes 10 TB of cloud storage, unlimited users, Advantage Audit industry guides, and Advantage AI Audit Agents. Firms needing more storage, unrestricted seats, or those guides and agents have a clear reason to step up.
• Enterprise and Gov: custom pricing. It includes unlimited cloud storage, on-premise and AWS GovCloud hosting, SSO, Active Directory, LDAP, and CAC/PIV authentication. Government and enterprise buyers needing these hosting or authentication options should request a quote.

All paid plans require a one-year agreement, even though billing is monthly. There is no cap on clients or engagements, but Professional's seat and storage ceilings matter; Pro Plus removes the seat cap and raises storage, while Enterprise and Gov removes the stated storage limit.

The pricing FAQ says phone and email support is available seven days a week, with free personal instruction sessions. Those sessions can help firms onboard, but they do not change the annual commitment.

Platforms

AuditFile lists web and self-hosted access, as well as native apps for iPhone, iPad, Apple Watch, and Apple TV. The combination gives firms a choice of deployment and supports mobile sign-offs, evidence capture, and time logging.

Who it's for

AuditFile is aimed at CPAs, professional auditors and accountants, and government customers. It is a practical fit for firms that want audit programs, analytics, client exchange, and extensive identity controls together. Smaller practices should weigh the per-user price and one-year term against their seat needs; organizations requiring GovCloud, on-premise hosting, or CAC/PIV authentication have a specific reason to consider Enterprise and Gov.

Pros and cons

• Pro: Industry-specific and custom audit programs support consistent methodology while leaving room for firm procedures.
• Pro: No client or engagement cap avoids a volume ceiling as a firm's work grows.
• Pro: Broad identity, hosting, and security options address needs common to larger and government organizations.
• Con: Every paid plan carries a one-year agreement, so it is a poor fit for firms seeking a short commitment.
• Con: Professional is capped at 15 users and 1 TB; firms exceeding either limit must consider a more expensive tier.
• Con: Enterprise and Gov pricing is custom, making cost comparison less direct.

Alternatives

Browse the External Audit Software category to compare other audit tools.

• Autire is another paid web option for readers comparing audit software.
• CCH Axcess Practice is worth considering if Android access matters; it also supports iOS and web, with pricing available by quote.
• CannyECM may suit teams that need Linux or Windows alongside web and self-hosted options; it has a free trial but no free plan.
• Fieldguide is a paid API and web alternative with custom pricing available upon request.
• Inflo is a freemium alternative with a free plan; its Digital Audit licensing varies by modules used per engagement and depends on clients or engagements.
• AttestWork has a free five-day trial and API and web access; choose it if that brief trial suits your evaluation needs.
• BrightWorkpapers offers web access, a free trial, and plans that include consultation and training; consider it if that support structure is a priority.
• CAGos offers a Starter plan for 2499.00 INR per month with up to 50 clients, 10 GB document vault, 50 invoices per month, HRMS, and priority support; it may fit readers seeking those stated limits and capabilities.

Verdict

AuditFile is best for audit firms that want configurable programs, connected workpapers and reporting, and robust identity and deployment options in one platform. Its uncapped engagements and broad workflow make it a compelling choice for growing practices, but the one-year agreement and per-user pricing are the main reasons to look elsewhere if your firm needs a shorter commitment or a lower-cost entry point.