After relying for years on an alliance-based audit solution, Isler CPA began evaluating new audit technology to determine what would best support its audit team going forward. As a small to mid-sized accounting firm, Isler CPA approached the process as more than a platform replacement, viewing it instead as an opportunity to invest in connected technology that could improve consistency, reduce manual effort, and better support its professionals across the audit lifecycle.

In evaluating providers, the firm wanted confidence the technology was mature, practical, and ready to support audit work in real-world engagements. ¶¶ŇőłÉÄę stood out for the strength of its audit solutions, the demonstrated investment in innovation, and the responsiveness of its team throughout the evaluation and implementation process.

Cody Savey, the lead partner of Isler CPA’s audit department, said: “We’re a small firm, and we rely on bigger providers to design our audit methodology. ¶¶ŇőłÉÄę impressed us with their advancement in technology and exceptional customer service.”

Among the solutions adopted, CoCounsel Audit has already delivered meaningful value by helping reduce time spent researching audit topics. The tool’s ability to provide sourced responses has been especially valuable in an audit environment where speed and verification matter.

CoCounsel has been a game-changer for the firm, saving hours of research time and enabling auditors to focus on high-value tasks. “I love CoCounsel,” said Savey. “It has saved me a ton of time. The amount of time CoCounsel is saving me in researching topics is hours at this point.”

For Isler CPA, the value of ¶¶ŇőłÉÄę audit solutions extends beyond research efficiency. The firm was also looking for a more connected audit process — one that could better link planning, identified risks, fieldwork, and conclusion. Guided Assurance and Engagement Manager help support that continuity, reducing the inefficiencies that can arise when key parts of the audit process become disconnected and helping teams stay aligned throughout the engagement.

“As a small firm, we need audit technology that connects planning, risk assessment, fieldwork, and conclusion,” Savey added. “That kind of automation helps the audit flow more effectively, supports consistency across the engagement, and gives us greater confidence that we are addressing the right risks throughout the process.”

For the firm, access to modern audit technology also supports a broader strategic goal. As competition and consolidation continue across the profession, Isler CPA sees advanced technology as an important part of maintaining its independence and preserving the culture it has built.

“We’re proud of the culture we’ve built at Isler,” Savey said. “Having access to modern technology helps us stay current, work more effectively, and continue growing without losing what makes our firm unique.”

“Firms of all sizes are looking for practical ways to make audit work more connected, efficient, and scalable,” said Corey Wells, General Manager of Audit at ¶¶ŇőłÉÄę. “Isler CPA’s adoption of CoCounsel Audit, Guided Assurance, and Engagement Manager reflects how firms are focused on innovation and using automation in a focused way — reducing time spent on manual tasks, improving workflow continuity, and enabling professionals to spend more time on judgment, analysis, and client service.”

At ¶¶ŇőłÉÄę, we bring auditors advanced audit technologies. and launched in 2025, offering AI-powered solutions to help audit professionals work faster and with greater confidence.

Partnerships are equally central to our innovation strategy, with an approach centered around methodology. When we first shared our , the focus was clear: help firms modernize without asking them to walk away from the methodology they trust and their existing technology investments.

The role of the integrated ecosystem

Audit is not a single workflow, and it won’t be solved by a single tool. Our intention is to meet firms where they are – and give them an experience with best-in-class options from trusted providers that meet our standards for quality and reliability.

An open ecosystem approach makes it possible to bring together specialized capabilities and integrate them into a cohesive experience, with data being automatically shared with partners embedded in PPC. For firms, that means more flexibility in how they adopt new technologies and less need to manage disconnected tools across the engagement.

Today, we’re seeing that partnership vision come to life inside real, integrated audit workflows.

Over the past several months, we’ve been working closely with a curated set of partners to embed AI-powered tools into our . Those integrations roll into , with new automated capabilities available to firms within our software.

Embedding partners within PPC

The impact is most visible in complex, manual areas of the audit where teams spend the most time today, such as lease accounting, proof of cash, and financial statement review — and it’s coming to life through our growing network of integrated partners:

: Lease accounting and specialized workflows

Lease accounting continues to be a complex and time-consuming area for many firms. By integrating Crunchafi into audit workflows, teams can automate lease accounting across FASB ASC 842, IFRS 16, and GASB standards, simplifying complex calculations and generating audit-ready schedules and journal entries directly from source contracts.

“Our clients span a wide range of industries and reporting standards, and lease accounting is one of the areas where getting the calculations wrong has real consequences,” said Leander Sico, Partner at Hutchinson & Bloodgood LLP. “Having Crunchafi integrated into Guided Assurance means our team is working from audit-ready outputs tied directly to the procedures we’re following. That connection between methodology and software gives us greater confidence in both our team’s execution and the final workpapers.”

: Automated proof of cash

Our integration with Audit Sight brings automated cash analytics directly into the audit workflows – reconciling bank activity against accounting records and producing audit evidence that allows auditors to reduce or eliminate substantive procedures throughout the audit.

“Audit Sight has transformed how we perform substantive testing,” said Mark Welp, Partner at Holbrook & Manter. “By automating testing of routine transactions, our team can focus on higher-value audit work. The recent PPC methodology updates reinforce that this approach is both practical and aligned with professional standards.”

: Financial statement validation

Financial statement validation and version management are some of the most time and judgment-intensive parts of the audit, but much of the underlying work is repeatable. Through our integration with Trullion, we’re bringing AI-driven automation into math and consistency checks on financial statements, version and prior-year comparisons, and statement structure validation.

“Partnerships drive increased efficiency while enhancing the effectiveness of our audit procedures,” said Mike Reynolds, Partner at Bennett Thrasher. “Trullion and ¶¶ŇőłÉÄę have consistently delivered on the vision, responsiveness, and execution necessary to solve these key components that differentiate market-leading solutions. Trullion’s financial statement validation capabilities available from ¶¶ŇőłÉÄę Guided Assurance creates a fully integrated, AI-powered workflow, reducing friction throughout the entire financial reporting quality control process. We know this is just the tip of the iceberg of what this partnership can unlock and we are excited to see what comes next.”

Across each of these areas, the goal is to reduce manual effort, increase consistency, and keep work anchored in a trusted methodology.

Looking ahead

Audit is steadily becoming more automated and data-driven. The opportunity is to use that shift to improve both efficiency and quality, freeing up time for auditors to focus on risk, judgment, and insight.

By continuing to invest in both our own capabilities and this broader ecosystem, we’re helping firms evolve their workflows in a way that feels practical, connected, and grounded in the standards they rely on every day. That’s where we’re focused, and where we’ll continue to push the pace of innovation in audit.

This post was authored by Corey Wells, General Manager of Audit at ¶¶ŇőłÉÄę

The 2026 AI in Professional Services Report from ¶¶ŇőłÉÄę tells a striking story. Sixty-two percent of professionals are using generative AI daily. Thirty-four percent of tax firms are deploying it at an organizational level — up from 21% just a year ago. And yet only 19% of those firms are actually measuring the ROI of their AI tools. More than half aren’t measuring at all, and the remainder have no idea how their firms are measuring AI’s output. The pace of change is accelerating faster than most firms anticipated, and the window for early-mover advantage is closing.

But adoption alone isn’t the headline. The real story is what’s happening inside the firms that have moved from experimentation to transformation.

Leading firms are putting AI to work

Our research shows that just 14% of tax firms say agentic AI is currently part of their workflow, but 80% expect it to be central to how their organization operates within five years. The question for every firm leader is whether they’re building for that future today or planning to catch up later.

At ¶¶ŇőłÉÄę, we launched in March 2025 — not as a pilot, but as a fully deployed, purpose-built agentic AI platform. In the months since, thousands of firms have embedded it into their daily workflows, and the results are measurable. The CoCounsel solutions include , and — tools that are helping firms transform the way they do tax research, tax preparation and strategic advisory. And users are reaping the benefits — with average time savings of 32% per task. Research that once consumed three to five hours now takes fifteen to thirty minutes. As , Tax Partner at Copeland Buhl, one of the top 20 accounting and advisory firms in the Midwest, puts it: “It’s a super easy way to ask very complicated tax questions from a reliable source… Everybody has said they can’t live without this anymore.”

What sets CoCounsel apart is the fiduciary-grade AI it’s built on: drawing from trusted sources including more than 12 million ¶¶ŇőłÉÄę Checkpoint expert-authored pieces, plus primary sources including IRS, FASB, GASB, AICPA, and IFRS. Every answer is cited, and every output is defensible. That matters in a profession where accuracy is non-negotiable.

, Principal at Virginia-based firm Harris, Hardy & Johnstone, captures what time savings means in practice: “Time is worth more than anything else. Our industry is so choked for time that any minute I get back could mean an extra evening with my wife or a vacation without stress.”

Built for the work — not retrofitted to it

What I hear most often from firm leaders evaluating AI tools is a version of the same concern: how do I know I can trust it? It’s the right question. General-purpose AI can generate plausible-sounding answers. But the high-stakes work tax and audit professionals do day-to-day means they need answers they can stand behind.

, Senior Tax Managing Director at Arizona-based firm Jansen & Company CPAs, tried several AI tools before landing on CoCounsel. His verdict: “It saves us time, but not just time — there’s an accuracy and a confidence element there… CoCounsel shines for deep research. Nobody can touch it.”

AI is no longer a future consideration for tax and audit firms. It’s reshaping the profession now, across firms of every size. At ¶¶ŇőłÉÄę, we have moved beyond promise to delivery — in CoCounsel Tax & Audit, providing AI technology that is already transforming how high-stakes work gets done.

Elizabeth Beastrom is President, Tax, Audit & Accounting Professionals at ¶¶ŇőłÉÄę

By explicitly calling out Audit, we’re recognizing and serving customers whose needs go well beyond tax compliance. We’re reinforcing our commitment to building audit-specific products, workflows, and expertise that help firms modernize.

Audit isn’t “extra”—it’s essential

Most firms don’t experience tax, audit, and accounting as separate lanes. They’re connected, year-round workflows that require speed, clarity, and confidence. And in audit, “moving faster” can’t come at the expense of quality. It has to come from better systems: more structured workflows, less manual effort and greater automation.

That’s why audit deserves to be named. Not as a trend—but as a clear, long-term commitment to the customers doing this work every day.

How we’re helping audit teams work smarter and faster

¶¶ŇőłÉÄę is investing in audit workflow tools and expanding our partner ecosystem so firms can modernize their audit practice with industry-leading AI-powered cloud-based solutions backed by trusted methodology, including:

• : Supports day-to-day audit work by helping teams analyze and review documents, draft workpapers, and keep materials organized in a shared workspace—aimed at making workflows more consistent and reducing time spent on repetitive tasks.

• : Uses automation and AI to speed up transaction analysis, identify items for review, assist with sample selection, and direct attention toward higher-risk areas—so auditors can spend more time on judgment-heavy work.

• : Helps teams complete testing with less manual work by automating the matching of selected samples to supporting evidence and validating whether the expected amounts were collected, while keeping documentation in the workflow.

• Open ecosystem: Integrations that enhance Guided Assurance (Cloud Audit Suite) with —plus a partnership with .

What’s changing—and what isn’t

This is a naming update, not an organizational change. There are no changes to roles or structure tied to this announcement. What is changing is the clarity: audit is an intentional focus. You’ll continue to see that reflected in the products, partnerships, and workflows we bring to market.

The bottom line

Audit deserves to be named—because firms deserve tools that help them modernize with confidence. By adding Audit to our name, we’re making a clear commitment to supporting the profession through rapid change. We’re delivering AI-enabled efficiency, grounded in trusted methodology, backed by an ecosystem built for real audit work.

Elizabeth Beastrom is President of Tax, Audit & Accounting Professionals at ¶¶ŇőłÉÄę

At ¶¶ŇőłÉÄę, our starting point is, and will remain, methodology. For decades, firms have relied on ¶¶ŇőłÉÄę PPC methodology as the gold standard for audit quality, documentation, and compliance. Our vision for AI in auditing builds on that foundation. We’re not asking firms to change how they practice. We’re focused on making PPC the most AI‑automated audit methodology in the market—through our own products and through deep partnerships with innovators our customers already trust.

That’s the idea behind our recent partnerships with , , , , , and . Together, we’re embedding PPC into AI‑driven tools across We’re supporting AI-powered automation with , so firms can automate more work while staying grounded in the trusted methodology they already rely on.

Trullion: Methodology‑aware automation for financial statement review

Financial statement review is one of the most judgment‑intensive parts of the audit—but many of the underlying procedures are repeatable. Our integration with Trullion brings AI‑native automation to financial statement review and testing, with full traceability back to PPC methodology and the relevant guidance at every step.

Artie Minson, CEO at Trullion, describes the shift: “This partnership signals a new era for audit automation and lays the foundation for trusted and truly agentic workflows. Our vertical AI solution is built for auditors by auditors, ensuring our outputs are within the framework of professional standards. This integration creates methodology-aware automation. Auditors can now focus their time on applying judgment to fully evidenced, agentic outputs, rather than searching for them, delivering audits with unmatched efficiency, accuracy, and quality.”

For us, “methodology‑aware” is key: automation is valuable only when it operates within the same professional framework firms already use to define, document, and support their work.

Audit Sight: Substantive analytics that reduce testing

Substantive testing is another area where firms feel the strain. Even when technology is available, many teams still default to large samples and manual procedures.

As T.C. Whittaker, Co‑Founder and CEO of Audit Sight, puts it: “Audit firms are seeking smarter ways to expand capacity and elevate quality without adding headcount. Bringing automated testing together with ¶¶ŇőłÉÄę’ PPC methodology — and enabling it through Guided Assurance — is the ultimate unlock for auditors. It transforms the audit plan itself, making it intelligent and dynamic by tailoring procedures, eliminating unnecessary tests, and reducing sample sizes based on automated evidence and client-specific risk. This partnership represents a shared vision to redefine how assurance is delivered in the modern era.”

Crunchafi: Automating lease procedures inside PPC

Lease accounting has become a complex, time‑consuming area for many firms. Too often, teams spend hours on calculations and reconciliations instead of higher‑value work.

By integrating Crunchafi into Guided Assurance, we bring seamless lease accounting automation directly into PPC‑based workflows, eliminating manual lease calculations and providing audit-ready journal entries, amortization schedules and footnote disclosures while preserving firms’ established methodology.

Mike Cooke, CRO at Crunchafi, explains: “Audit teams want efficiency without sacrificing quality. By aligning Crunchafi’s automation with the PPC Methodology, we’re giving firms a clearer, more reliable way to handle lease accounting from the start of the engagement to the final deliverable.”

This is the pattern we’re aiming for: automation that plugs into how firms already work, rather than asking them to start from scratch.

Fieldguide: Empowering Firms with Flexible Paths to Automate PPC Methodology

Many firms also want a more connected environment where methodology, evidence, and automation all live together. Our goal is to meet firms where they are – and give them options.

That is why we’ve partnered with Fieldguide to embed Guided Assurance—which delivers PPC methodology—directly into Fieldguide’s professional‑grade agentic AI platform. This creates a unified experience where trusted PPC content and intelligent automation collaborate to execute engagements efficiently and consistently.

Whether firms choose to automate audits with ¶¶ŇőłÉÄę or Fieldguide, they can be confident they’re using the most trusted and automated methodology in the profession. This flexibility reflects our commitment to innovation and the unique needs of our customers.

Jin Chang, Co-Founder and CEO of Fieldguide says: “Firms are under pressure to do more with less. They need trusted methodology and AI agents that work the way they do. By embedding ¶¶ŇőłÉÄę PPC methodology into our platform, we’re helping firms deliver higher quality work with more consistency and less effort. This partnership reflects a shared commitment to the future of the profession.”

Validis: Data as the foundation for AI‑driven auditing

AI is only as good as the data behind it. For many firms, getting clean, audit‑ready data from clients is one of the toughest operational challenges.

Through , our work with Validis focuses on solving that. Validis powers secure, on‑demand ingestion of client trial balance, general ledger, and subledger data directly into Audit Intelligence. From there, we use AI and machine learning to focus testing on high‑risk areas, segment populations by risk, and reduce the number of items to be tested, with anomaly detection automatically surfacing unusual items and generating the required documentation.

As Jeff Gramlich, Managing Director at Validis, explains: “We’re excited to collaborate with ¶¶ŇőłÉÄę, a true market leader and innovator, to deliver audit-ready data through our cutting-edge ingestion capabilities. This partnership provides auditors with the data breadth and granularity crucial for effective AI-driven auditing. By integrating our technology into the Audit Intelligence suite, we’re empowering auditors to conduct data-driven audits with enhanced efficiency and risk analysis, ultimately transforming the process to benefit both auditors and their clients.”

Valid8 Financial: Turning evidence gathering into an automated workflow

Finally, there’s the everyday work of matching samples to evidence and documenting that work in a way that stands up to inspection and peer review. This is some of the most manual and time‑consuming work in an audit.

, developed with Valid8 Financial, automates the matching and documentation of samples to supporting evidence, dynamically tracing accounting transactions to banking activity to confirm occurrence. It brings technology traditionally used in advisory, forensic, and financial crime work into an integrated audit workflow.

Brett Suchor, CEO of Valid8 Financial, says: “We built our technology to solve real problems auditors face every day – reducing the manual, time-consuming work of matching samples to evidence. Through our collaboration with ¶¶ŇőłÉÄę, we’re delivering a faster, more reliable testing experience to audit professionals across the industry.”

The future of Audit

In the next 3-5 years, we’re going to see big changes to the audit profession. Audit is moving decisively toward an automated, data-driven future. Using the right tools to increase efficiency and quality so teams can focus on higher risk areas and deliver better outcomes for clients is paramount.

In today’s environment, firms are being asked to do more with less, navigating tighter deadlines, increasing complexity, and growing client expectations. At ¶¶ŇőłÉÄę, we are bringing auditors advanced audit technologies, with our newest audit solutions increasing efficiency and accuracy.

We’ll keep investing in our own AI capabilities and in this partner ecosystem so firms can modernize at their own pace, on their own terms—without walking away from the methodology that has served them well for decades.

This post was authored by Dave Wyle, General Manager of Audit at ¶¶ŇőłÉÄę.

In today’s environment, firms are being asked to do more with less, navigating tighter deadlines, increasing complexity, and growing client expectations. At ¶¶ŇőłÉÄę, we are bringing auditors advanced audit technologies, with our newest audit solutions increasing efficiency and accuracy.

But simply adding more AI is not enough. To truly transform audit, AI must be grounded in the same trusted methodology that has underpinned quality audits for decades. That means embedding clear, defensible audit steps; linking them to authoritative guidance; and applying them consistently across engagements—while still giving firms the benefits of automation, full-population testing where appropriate, and richer insights from their data.

That’s why Fieldguide and ¶¶ŇőłÉÄę are partnering to provide ¶¶ŇőłÉÄę PPC audit methodology, delivered through , within Fieldguide’s agentic AI platform. Together, we’re giving firms a unified system to apply the trusted methodologies they already use within intelligent, automated workflows—improving quality, efficiency, and client value, all without switching systems or re-entering data.

For decades, firms have relied on ¶¶ŇőłÉÄę PPC audit methodology to pass peer review with confidence. Delivered through Guided Assurance, PPC provides trusted frameworks that define quality and compliance across the profession. Those frameworks spell out not only what needs to be done, but also how to document and support that work in a way that stands up to inspection, peer review, and litigation.

Fieldguide’s agentic AI platform is purpose-built for audit and advisory. By bringing professional-grade AI agents directly into practitioners’ daily workflows, the platform streamlines execution, enhances quality, and gives firms the capacity to focus on higher-value client work.

This partnership marks an important milestone for the profession—uniting trusted guidance with intelligent execution to help firms deliver higher-quality work at scale. Beyond individual audit procedures, Fieldguide’s agentic AI platform orchestrates end-to-end workflows, connecting evidence, documentation, risk assessment, and reviewer oversight so firms gain both efficiency and stronger governance across engagements.

¶¶ŇőłÉÄę is excited to extend the automation benefits of Fieldguide’s agentic AI platform to firms using Guided Assurance. Through this partnership, auditors can apply cutting-edge automation alongside the PPC methodology they already know and trust, without having to fundamentally change how they work. It reflects ¶¶ŇőłÉÄę commitment to delivering a highly automated, AI-driven audit methodology—powered by our own innovations and collaborations with leading technology providers—and to bringing Fieldguide’s capabilities to the many firms that rely on PPC.

Out of the box, firms can leverage:

• Dynamic risk assessments and audit programs that adapt to engagement context and autonomously complete full workflows. With PPC methodology embedded directly in Fieldguide, AI agents interpret the guidance alongside client evidence for faster, higher-quality execution.
• Automated diagnostics and validation checks that proactively identify inconsistencies or missing evidence, strengthening quality control at every stage.

Together, ¶¶ŇőłÉÄę and Fieldguide are helping firms navigate the shift to an AI-powered audit with confidence – grounding automation in the proven guidance auditors rely on. By uniting trusted methodology with intelligent execution, we’re giving professionals a clear path to higher-quality work, stronger compliance, and the capacity to serve clients at a new level. This partnership marks an important step toward the future of audit: more rigorous, more efficient, and powered by AI built for the profession.

This post was authored by Dave Wyle, General Manager of Audit at ¶¶ŇőłÉÄę.