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Use cases/Busy season

Busy-season overflow.

Every firm has files that do not fit the calendar. Send those to CORAA and get back finished working papers while your own team works on the rest.

How it runs

  1. 01
    Pick the files

    Choose the engagements where the work is mostly from the books and documents. Keep the ones that need your team in the room.

  2. 02
    Send the books

    Upload the trial balance, general ledger, bank statements and the client’s draft statements after your NDA and data processing agreement are signed.

  3. 03
    CORAA drafts

    The engine maps accounts, computes materiality, ties out the draft and tests the ledger. Reviewers clear every flag with a logged reason.

  4. 04
    You review

    Your manager and partner review the pack, tell us what to change and sign the report.

What comes back

Working papers
Lead schedules and findings in Excel and PDF, with the tie-out of the client’s draft statements.
Proposed entries and review trail
Each finding with its rule, its evidence and a proposed adjusting entry, and the log of how a reviewer cleared it.
Trial balance in Excel
The mapped trial balance in Excel, for your team to import into CCH Axcess or Caseware.

What stays with your firm

Your firm keeps the client, the review and the signature. CORAA AI drafts the file and CORAA Network reviewers clear every flag with a logged reason; your manager and partner then review it as they would any staff-prepared file. CORAA never signs, issues or reports on anything, and never contacts your client unless you ask us to.

Free resources for this work

Guides, templates and calculators on this site that cover the same ground. All free to use.

GuideManaging Busy Season at a Small CPA Firm: Staffing, Scheduling and Review BottlenecksGuideAudit Busy Season Capacity Planning: Forecasting Hours and Clearing the Workpaper Prep BacklogToolBusy Season Hours Forecast: Weekly Hours per Person and OvertimeTemplateBusy-Season Capacity Planner (Excel)ToolStaff Capacity Planning Calculator: Headcount Needed for a WorkloadGuideBuilding a Bench: Seasonal and Remote Audit Staff for Small CPA Firms

Questions firms ask

As many as your engagement list needs. Each audit is priced as a flat fee by entity size.
Yes. The first audit is free, so you can judge the pack on a real file.
No. You decide which files go out, you review every pack and you sign.
Excel and PDF, with the mapped trial balance in Excel, for your team to import into CCH Axcess or Caseware.
Your first audit is free. After that, a flat fee per audit, set by the size of the entity: revenue, transactions and number of entities. Messy books are included, never a surcharge.

Sources: AICPA quality management standards

More in use cases
Use casesNew engagement onboardingTake on a new client with the planning file already started.Use casesReview engagement working papersTrial balance mapping, flux analysis and the draft statements tie-out for SSARS reviews.Use casesPeer review readinessConsistent files with a logged review trail for the engagements a reviewer may select.
For US CPA firms

Join the CORAA waitlist

CORAA AI drafts audit working papers from your client’s QuickBooks books and does the first pass: lead schedules, tie-out, memos, draft notes and letters. CORAA Network reviewers clear every finding. Your firm reviews and signs.

  • First audit free, so you can judge the quality on a real file
  • Flat fee by entity size; messy books included
  • We work only with CPA firms, never their clients
See how it works →

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