Duncan & Toplis Pilot Experience with Inflo Workpapers

This case study outlines the pilot experience of Duncan & Toplis with Inflo Workpapers, a cloud-based solution for audit processes. The firm transitioned from a desktop-based workpapers system to Inflo Workpapers to address frustrations with updates and inefficiencies. The pilot involved tailored workshops that facilitated a smooth integration process, allowing the team to focus on risk response and streamline audit fieldwork. The intuitive workflow from preparer to reviewer improved efficiency, while the ability to filter items for review enhanced the overall audit experience. Although minor bugs were encountered, they were promptly addressed through ongoing support from the Inflo team. The case study highlights the positive impact of Inflo Workpapers on audit processes, emphasizing the importance of adapting existing templates and workflows for future engagements. The insights shared by Abbie Goodliff, Assistant Assurance Manager, provide a detailed account of the benefits and challenges faced during the pilot phase.