Invention Grant
- Patent Title: Method and system of generating audit procedures and forms
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Application No.: US12977631Application Date: 2010-12-23
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Publication No.: US10423928B2Publication Date: 2019-09-24
- Inventor: Lee Scott Spradling , Stephen Wilson Lindsey , Marriette Louise Kershner , Jason Robert Penneman , Shane Eugene Jimmerson
- Applicant: Lee Scott Spradling , Stephen Wilson Lindsey , Marriette Louise Kershner , Jason Robert Penneman , Shane Eugene Jimmerson
- Applicant Address: CH
- Assignee: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
- Current Assignee: THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
- Current Assignee Address: CH
- Agency: Thomson Reuters
- Main IPC: G06Q10/10
- IPC: G06Q10/10 ; G06Q40/02 ; G06Q10/06

Abstract:
A professional services audit tool is disclosed that includes an application that performs a variety of functions such as completing certain audit planning processes/forms, offering a tailored set audit programs based on the assessed risks, allowing users to further tailor the suggested audit programs, and rendering these audit programs in a helpful format. The application also provides functionality to perform and document audit work, guide the auditor though the engagement process, isolate audit program steps by related assertions and identified risks to ensure that audit plans are tailored to specific risks, provide an engagement dashboard to view at a glance both the overall audit and for each audit area, the steps which are not yet started, in progress, or completed, and allow for the integration of generated documents to be automatically stored to, accessed from, and synchronized with various external engagement management systems.
Public/Granted literature
- US20110184776A1 METHOD AND SYSTEM OF GENERATING AUDIT PROCEDURES AND FORMS Public/Granted day:2011-07-28
Information query