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Data Extraction

Audit Busy Season Review Toolkit

Inside the Audit Busy Season Review Toolkit, you'll find:

  • Welcome Letter that explains what's in your toolkit and how the various pieces work together

  • Review Question Checklist to use with your team at the end of Busy Season to uncover what went right and what went wrong

  • An Action Plan Template to ensure you have a practical plan in place to address any trouble spots in your Audit process

  • A sample Crunchafi Data Extraction Output with added insights on how Audit teams use our Excel Workbook to save time during busy season

  • Best Practices Article on how to evaluate potential software solutions

  • PBC Request List Template for sharing with your  clients that will keep them informed and your team optimally engaged

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