This guide provides information and background material related to the use of Auvenir.
What is Auvenir?
Auvenir is a one-stop, end-to-end audit platform used to drive the planning, performing and concluding of audits for small and medium sized accounting firms. Auvenir is designed specifically to support the needs of practitioners and their engagements. Integrating leading-edge technology with standardized content, Auvenir provides practitioners with an innovative user experience, improved engagement efficiencies, and enhanced client value.
Auvenir utilizes Digitized Working Papers (DWPs) and enables the audit through digitization of the planning, substantive testing, and reporting through these DWPs. Certain responses provided to tailoring questions (TQs) across the platform will further tailor the content in the engagement file through activation of other working papers and auto-answering of tailoring questions.
Portfolio View
Overview
The portfolio view is the opening page displayed when launching Auvenir. It summarizes the list of engagement files where you have been identified as a team member.
In addition, the engagement view displays fundamental information for these engagements and your Auvenir account, such as engagement name, engagement owner, and period-end date.
Key functions
What functions can I use with this feature?
- View engagement details
- Create engagements
- Delete engagements
- Enter an existing engagement
- Search function
- Sign out of Auvenir
User flow
- The engagement view is displayed showing the details as listed below