AuditPackHQ

Two premium services

AuditPackHQ

Audit package automation for CPA teams, plus separate private QuickBooks support workflows for clients.

For accountants and CPA firms, convert TB, GL, prior-year files, and QuickBooks exports into financial statements, diagnostics, PBC requests, 990 support with Lacerte CY input reporting, AuditFile upload workbooks, and management reporting from one secure workspace. For clients, QuickBooks cleanup and upload support is handled through separate private app access, not public signup.

Compare services Open secure workspace
CPA firm automation Client QuickBooks support Subscription access for CPA plans Private user access only
Service 1 Audit Package Automation for accountants and CPA firms
Service 2 QuickBooks cleanup, review, and upload support for clients
Access model Private app users only, never public client signup
Separate services

AuditPackHQ is sold as two distinct services with separate users, scopes, limits, and billing.

For accountants and CPA firms

Audit Package Automation

Convert TB, GL, prior-year files, WSTB files, PDF exports, and QuickBooks reports into financial statements, diagnostics, PBC requests, 990 support with Lacerte CY screen-by-screen entry reporting, AuditFile upload workbooks, management reporting, and independent audit, review, or compilation report drafts.

  • Designed for CPA team review workflows
  • Firm users access the secure app workspace
  • Monthly or annual subscription pricing
  • QuickBooks exports can be source files, but client cleanup is not included
For clients

QuickBooks Support Package

Controlled QuickBooks cleanup, review, and upload workflows for client books. This is a separate private-client service with its own app user access, approval steps, support scope, and billing.

  • No public signup form for clients
  • Client access is created privately by the service team
  • Draft, review, approve, upload, and log controls
  • Priced separately from Audit Package Automation
CPA automation service

Audit Package Automation is built for firms that would rather sell better review, faster turnaround, and cleaner deliverables than discounted data entry.

01

Report-grade financials

Generate comparative statements, cash-flow support, separate functional expense reports, and editable Excel financials with formula-driven tie-outs.

02

Independent reports

Prepare audit, review, and compilation report drafts as separate deliverables, with accrual basis default and cash, modified cash, income tax basis, and OCBOA support when selected.

03

AuditFile acceleration

Create CY/PY upload workbooks with generated account numbers, lead sheets, account mapping, and reconciliation status before importing.

04

Diagnostic discipline

Flag out-of-balance TBs, failed rollforwards, cash issues, FS tie-out issues, missing support, and material account areas before release.

05

PBC, 990, and selection support

Use TB and GL data to suggest engagement-specific PBC requests, audit selections where applicable, disclosure support, Form 990 donor-review items, and Lacerte-oriented CY input reports.

06

Client-facing value

Produce annual board packages, quarterly performance reports, and monthly close summaries that help justify premium advisory fees.

07

Integrity trail

Generate a package receipt with source context, event-chain hash, SHA-256 file fingerprints, support-attachment fingerprints, and a verification workflow for retained packages.

08

Reporting Center

Track generated reporting packages, exports, retained-source regeneration, package integrity, and quality exceptions from a governed signed-in workspace.

09

Consolidation readiness

Inventory multi-entity support, identify duplicate uploads, retain source trails, and prompt reviewer follow-up for combined or consolidated reporting considerations.

10

Visual analytics

Review dashboard-style KPI visuals, cash coverage, PY variance indicators, and guided insight prompts from retained engagement package data.

11

Cash visibility

Surface negative cash, low cash coverage, cash-to-assets relationships, and follow-up prompts for bank recs, restrictions, designations, and cash-flow presentation.

12

Risk workflow and GRC controls

Generate a central risk register, workflow queue, evidence status, release gates, corrective actions, and reviewer disposition fields for controlled engagement management.

13

Evidence-linked workpapers

Connect material account areas, PBC requests, GL selections, support files, procedures, comments, and conclusions into electronic workpaper queues.

14

Anomaly and fraud-indicator analytics

Screen transaction data for duplicate patterns, period-end entries, suspicious keywords, round-dollar entries, unusual signs, missing detail, and manipulation indicators.

15

Process checklists and corrective actions

Use generated cash, revenue, expense, governance, compliance, and follow-up checklists with owner, severity, evidence, resolution, and reviewer status fields.

16

Methodology command center

Track planning, risk assessment, response design, execution, completion, milestones, team ownership, and release gates from the generated control workbook.

17

Client request dashboard

Summarize PBC requests by area, priority, evidence status, next action, and follow-up so teams avoid duplicate requests and last-minute surprises.

18

Evidence validation controls

Validate file receipt, machine-readable extraction, PBC linkage, FS/workpaper tie-out, and exception resolution in a structured review queue.

19

Data transformation trail

Show how TB, WSTB, GL, support attachments, diagnostics, and quality checks flow into financials, workpapers, AuditFile files, and analytics.

Why premium

The product is positioned as leverage for experienced CPA teams, with controls that support premium engagements.

Cleaner senior review

Every package carries diagnostics, source trails, and generated support schedules so reviewers can focus on judgment instead of rebuilding spreadsheets.

Better client experience

Faster turnaround, organized PBC requests, polished management reporting, and fewer vague follow-up loops help firms look more expensive because the service feels more managed.

Controlled scope

Private evaluation and subscription limits keep the platform from becoming unlimited bulk processing. Larger firms and QuickBooks workflows move into scoped premium arrangements.

Workflow

From accounting export to reviewed package.

1

Upload source files

Use TB, WSTB, prior FS, QuickBooks GL, PDF GL exports, and optional support folders.

2

Normalize and map

Generate lead sheets, account numbers, account classifications, functional areas, and engagement-appropriate review thresholds.

3

Review diagnostics

Clear TB, rollover, FS tie-out, GL, and material-area exceptions before relying on generated output.

4

Download deliverables

Export editable Excel, Word, PDF, CSV, JSON, and AuditFile-ready package files for the engagement file.

Pricing

Premium pricing for firms that want leverage, consistency, and better engagement economics.

Evaluation

Private evaluation

Scoped review

  • Limited review workspace when approved
  • 1 sample package or guided demo scope
  • 1 named evaluation user
  • Diagnostics and selected preview downloads
  • No API, bulk generation, QuickBooks connection, or write-back workflow
Monthly

Audit Package Automation

$1,250 / month

  • Up to 25 packages per month
  • 3 named users included
  • TB/WSTB/PDF parsing, diagnostics, FS, reports, notes, PBC, Lacerte-oriented 990 CY input support, and AuditFile TB support
  • Audit, review, and compilation report categories
  • Premium onboarding priced separately
Annual

Audit Package Automation

$12,000 / year

  • $3,000 included savings compared with monthly billing
  • Up to 300 packages per year
  • 3 named users included
  • Priority setup for firm templates and report preferences
  • High-volume, multi-office, and API access priced separately

Audit Package Automation subscriptions are provisioned to private workspace users after payment and scope review. QuickBooks client cleanup, review, approval, upload, and write-back workflows are a separate service with separate client access and pricing.

Client QuickBooks service

QuickBooks support is a separate client service with private app access, controlled cleanup, review, and upload workflows.

For client books

  • Private client app users created by the service team
  • No public signup form or open self-service access
  • QuickBooks TB/report parsing and review
  • Structured client bookkeeping questionnaire and automated book-health triage
  • Multiple GL detail uploads, including extractable PDFs
  • Chart-of-accounts cleanup workbook
  • Proposed account numbers by account type and FS area

Controlled workflow

  • Scoped separately from CPA firm Audit Package Automation
  • Typical annual pricing starts at $12,000 per year
  • QuickBooks Online OAuth page staged behind authorized workspace access
  • Encrypted token storage prepared through Secret Manager
  • Desktop Web Connector resources staged for local company files
  • Automated checks propose cleanup and coding corrections; write-back uses Draft, Review, Approve, Push, and Log controls
Support Center

Guided support resources help users resolve workflow issues with a structured escalation path when additional review is needed.

Guided Troubleshooting

Users receive workflow-specific steps for upload issues, unexpected diagnostics, QuickBooks connection issues, billing, access, and download problems.

Support Escalation

When an issue cannot be resolved through guided steps, the platform records the workflow, severity, user notes, and relevant context for review by authorized administrators.

Resolution Trail

Each escalation receives a reference ID, giving the support team the context needed to review the issue, contact the user if needed, and coordinate resolution.

Security and confidentiality

Client financial information stays inside a private, permission-controlled workflow.

AuditPackHQ separates the public homepage from the private app workspace. CPA firm users and client QuickBooks users are created privately with role-based access; neither service uses public signup.

CPA firm usersAccess Audit Package Automation for firm package generation, review, and downloads.
Client QuickBooks usersAccess only the privately scoped cleanup, review, and upload workflow assigned to them.
No public signupUsers are invited or created by authorized administrators after scope approval, payment, offline arrangement, or approved internal bypass.
Role-based permissionsTeam members receive access appropriate to their review, upload, approval, or client-support responsibilities.
Reviewable outputsDiagnostics, tie-outs, cleanup logs, and generated reports are designed for professional review before release.
Encrypted transport and protected credentialsHTTPS protects information in transit, and connection credentials and QuickBooks tokens are kept out of public pages and require protected configuration.
Confidential-data minimizationClient workflows request only information needed for the engagement and direct users not to submit passwords, Social Security numbers, or full account numbers.
Time-limited cloud retentionRaw sources are processed transiently. Generated packages and included support attachments are available for 30 days, with dashboard summaries retained for 90 days after firms move final workpapers to their approved archive.
Secure workspace

Choose the right private workflow.

Request Audit Package Automation access, or scope a separate QuickBooks Support Package for client cleanup and upload workflows.

Open secure app