Sam Brown CPA
Tax, accounting and audit firm, Troy, Ohio
- Size
- Not stated
- Where
- US
The job
The firm uses Thomson Reuters Audit Intelligence Analyze to focus audit testing on risk and size samples, CoCounsel to draft engagement letters with current language, and Ready to Advise to turn client returns into tax planning reports that junior staff can prepare.
Tool: Thomson Reuters Audit Intelligence Analyze, CoCounsel and Ready to Advise
What happened
Each audit takes at least 5 to 6 fewer staff hours.
Engagement letters take half an hour to an hour less to prepare. Junior staff now run clients through tax planning work that used to sit with the owner and senior staff.
Before you believe it
Thomson Reuters is selling the products and the figures are the owner account. Ask how sample sizes were justified to peer reviewers, since that is where the audit saving comes from.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here is a client prior year engagement letter and the services we will provide this year: [LETTER AND SERVICES]. Draft this year letter, mark every clause you changed, and list anything that needs checking against current professional standards.
Source
Thomson Reuters ↗, 11 May 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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