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.”

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