AuditMiner

What AuditMiner is

AuditMiner is paid web software for CPA firms handling employee benefit plan audits. It converts plan and recordkeeper data into standardized, audit-ready workpapers and reports, with templates, evidence collection, review workflows, and audit reporting. Firms can process plans from any recordkeeper when the needed information is supplied in flat-file format. AI assistance helps map uploaded CSV or Excel files while users keep control of the mapping. Payroll reporting includes employee-level data by pay period and an annual census report. Supported recordkeepers include ADP, American Funds, Ascensus, Empower, Fidelity, Principal, TIAA-Cref, Transamerica, and Voya, among others; the John Hancock Enterprise Platform is not currently supported. AuditMiner says it maintains SOC 2 Type II compliance, runs on Microsoft Azure, and does not share, sell, or use customer data beyond service delivery. Support includes phone and email help, custom onboarding, training documentation, and a dedicated customer success manager. The company says customers range from sole proprietors to top 100 CPA firms. Listed credit plans are $62, paid once, $68, paid once, and $75, paid once, with a Trial Package at $1,780, paid once; Diamond+ uses custom pricing.