AI Audit Procedures for Accounting Firms

Manage multiple clients from one platform. Standardize procedures. Scale your firm without adding headcount.

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50+
Clients Per Accountant
1 Platform
For All Clients
80%
Time Savings

The Multi-Client Challenge

🔀 Current State: Fragmentation

  • • Client A uses QuickBooks, Client B uses Xero, Client C uses NetSuite
  • • Separate login for each accounting system
  • • Recreate same procedures for each client
  • • Different work paper templates per client
  • • Can't leverage work across clients
  • • Hard to maintain quality standards

✅ With TieStream: Centralized

  • • All clients in one platform with isolated workspaces
  • • One login, switch between clients with one click
  • • Define procedure once, deploy to all clients
  • • Standardized work papers automatically
  • • Share best practices across portfolio
  • • Consistent quality for every client

One Platform for All Your Clients

1

Workspace Per Client

Each client gets their own isolated workspace. Complete data separation. Your client's data never mixes with another client's data.

Your Client Dashboard:
🏢 Acme Corp4 procedures active
🏭 Global Logistics6 procedures active
💼 Tech Startup Inc3 procedures active
2

Template Library

Create procedure templates once. Deploy to multiple clients. Customize per client as needed.

Standard Procedures
  • ✓ Bank reconciliation
  • ✓ Revenue vouching
  • ✓ AP testing
  • ✓ Expense compliance
Deploy Options
  • ✓ One-click to all clients
  • ✓ Custom thresholds per client
  • ✓ Update all at once
  • ✓ Version control
3

Portfolio Dashboard

See all your clients' status at a glance. Identify issues across the portfolio. Prioritize your time.

Client
StatusExceptions
Acme Corp
✓ Clean0
Global Logistics
⚠ Review3
Tech Startup
✓ Clean0

Perfect For

🏢 Small Firms (5-20 clients)

Deliver enterprise-quality service without enterprise costs. Standardize your practice.

  • ✓ Compete with bigger firms
  • ✓ Easy client onboarding
  • ✓ Professional work papers
  • ✓ Scale without hiring

🌟 Mid-Size Firms (20-100 clients)

Manage your portfolio efficiently. Partner-level dashboards. Team collaboration.

  • ✓ Partner oversight tools
  • ✓ Team workload balancing
  • ✓ Quality control workflows
  • ✓ Cross-client analytics

💼 Fractional CFOs

Serve multiple clients with one platform. Deliver CFO-level insights without custom tools.

  • ✓ Client executive dashboards
  • ✓ Real-time visibility
  • ✓ Professional reporting
  • ✓ Easy client switching

Pricing That Scales With Your Firm

Start with one client free. Add more as you grow.

Professional Plan

Included:
  • ✓ 10 client workspaces
  • ✓ Unlimited team members
  • ✓ All audit procedures
  • ✓ 50 data connections
  • ✓ 10 GB storage
Plus:
  • ✓ Template library
  • ✓ Portfolio dashboard
  • ✓ Priority support
  • ✓ SQL terminal access

ROI: Save 2+ hours per client per month while providing better coverage than manual procedures. Scalable pricing for growing firms.

Scale Your Accounting Firm

Start with one client workspace free. Add more as you grow.

Start Free Trial → Book a Demo