Where evidence, working papers and review notes are one question away.
Last year's file, open points and review notes summarised before the engagement starts.
The firm's audit manual and templates answer questions the same way for every team.
Each answer points to the working paper, document or rule it came from.
Before kick-off, the system gathers last year's file, known risks and what changed at the client into a draft planning memo for the manager to review.
Request lists drafted from last year's engagement and checked against what the client has actually sent, so gaps show early.
Review notes drafted against the working paper with references, for the reviewer to accept, edit or discard.
The firm's manual, templates and past decisions can be asked in plain words by anyone on the team.
Why audit firms choose helixYour method and judgement stay yours. We write them down, install one system around them, and every conclusion still belongs to a qualified person.
Your manual, templates and past files become the ground every answer stands on, with the source shown each time.
The system drafts and gathers. Every conclusion, opinion and client letter is made by a person.
Processing stays in EU data centres under contract, and nothing your firm writes is used to train a model.
We come to your office for the install and stay on to tune it as the firm changes. Improvements arrive as part of the service.
