Audit Services on AtlasOS
AtlasOS for Audit Firm (audit_firm) is built for IRBA-registered firms performing statutory audits, independent reviews, and assurance engagements. It shares the full accounting sidebar layout but with the Audit & Quality group expanded by default, making audit engagements, ISQM compliance, and CPD tracking front-and-centre.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | audit_firm |
| Solo Mode | No |
| Default Landing View | Tasks |
| Entity Types | Pty (Ltd), Close Corporation, Trust, NPO |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Smart Inbox | ON | AI-powered email triage via Gmail |
| Tasks | ON | Engagement tasks, review checklists |
| Compliance Calendar | ON | IRBA, CIPC, SARS, JSE deadlines |
| Client Portal | ON | Secure client document exchange |
| Time Tracking | ON | Billable hours per engagement |
| Billing | ON | Invoices and payment tracking |
| AFS Reports | ON | Annual Financial Statement generation |
| Audit | ON | ISA engagement programmes, ISQM 1 & 2, CPD tracking |
| Contracts | ON | Engagement letters — draft, send, e-sign |
| Onboarding Forms | ON | Client intake forms |
| Chat | ON | Real-time chat with clients |
| AI Agents | ON | Autonomous workflow agents |
Modules Disabled by Default
Management Accounts, CIPC/Secretarial, Payroll Obligations, Broadcasts, Sales CRM, Accounting Sync, SLA Tracking, Project Milestones, and all Nonprofit modules.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | IRBA, CIPC, SARS, JSE | Audit Sign-Off, AFS Filing (CIPC), IRBA CPD Annual, ISQM Annual Review, ITR14, CIPC Annual Return |
| Zambia | ZICA, PACRA, ZRA | ZM ITX Annual, PACRA Annual Return |
Terminology
Audit uses standard accounting terminology:
| Standard Label | Audit Label |
|---|---|
| Client | Client |
| Engagement | Engagement |
| Compliance Deadlines | Deadline Rules |
| Service | Service |
Sidebar Layout
Identical to accounting, but with the Audit & Quality group expanded by default:
| Group | Label | Items | Expanded? |
|---|---|---|---|
| — | (standalone) | Dashboard | — |
| — | (standalone) | Smart Inbox | — |
| Work | Work | Tasks, Projects, Calendar, Task Workflows | Yes |
| Clients | Clients Management | Clients, Entity Groups, Persons, Client Portal, Account Manager | Yes |
| Finance | Finance | Time & WIP, Billing, Quotes, Proposals, Pipeline | No |
| Compliance | Compliance | Deadline Rules, Onboarding | No |
| Documents | Documents | Documents, Bank Statements | No |
| Reporting | Reporting | Financial Reports, Practice Intelligence | No |
| Audit | Audit & Quality | Audit Engagements, ISQM 1, CPD Tracker | Yes |
| Admin | Administration | Activity Log, AI Agents, Settings | No |
Audit-Specific Features
Audit Engagements
Create and manage ISA-compliant audit engagements:
- ISA engagement programmes with auto-spawned task checklists
- Risk and control matrix per client mapped to financial statement assertions
- Roll forward prior-year risks and controls in one click
- Multi-level reviewer sign-off trail
→ Full documentation: Audit Engagements
ISQM 1 & 2 Quality Management
ISQM compliance at firm level and engagement level:
- Define quality objectives and document risk responses
- Log monitoring activities and deficiencies
- ISQM 2 engagement quality reviews auto-triggered for qualifying engagements
CPD Tracker
Track continuing professional development for all team members:
- Log CPD activities with hours and category
- IRBA CPD compliance deadline auto-generated in the compliance calendar
- Dashboard showing per-staff CPD progress
→ Full documentation: CPD Tracker
Findings Register
Capture findings, misstatements, and control deficiencies:
- Severity classification and financial impact assessment
- Management response tracking
- Resolution status and multi-level reviewer sign-off
Client PBC (Prepared by Client)
Track prepared-by-client document requests:
- PBC checklist per engagement with status tracking
- Client portal integration for secure document upload
- Outstanding items flagged on the engagement dashboard
→ Full documentation: Client PBC
Next Steps
- Audit Engagements — Creating and managing audit files
- ISQM 1 — Quality management configuration
- Document Binder — Audit working paper management
- CPD Tracker — Professional development tracking