A comprehensive look at the templates and tools included in the Audit-Shield system.
Foundational internal manual for the firm's compliance and quality control.
Procedures and checklists for ERO-led review and staff oversight.
Template for meeting regulatory data security and incident response requirements.
Engagement letters, GLBA privacy notices, and intake checklists.
Standard operating procedures for common tax-prep workflows.
Specific guides for W-2, 1099, 1095-A, 8879, and Bank Products.
Structured logs for documenting internal reviews and control points.
Internal procedure for testing your own binder's readiness.
All master templates provided in editable formats for easy firm-level customization.
A clean, non-editable PDF structure for reference and internal use.
Polished, client-facing documents ready to be customized with your logo.