You're bound to have a ton of questions about The Audit Toolbar. We've answered the most common ones below, so dive in for quick tips! If you still need help, don’t hesitate to give us a shout—we’d love to hear from you.
The Audit Toolbar is as secure as your Excel setup! It plays nice within your tech bubble and never steps outside. Plus, it's been battle-tested by thousands of happy auditors.
Absolutely! Since it works within Excel, your client's data stays put in your environment. If your current setup is secure, your client data is too.
Nope, it's strictly for the desktop versions of Excel. Old school, but reliable!
Sure thing! Easily swap licenses through our client portal as you onboard and offboard staff.
Yep! All outputs are standard Excel files, so they'll behave like any other Excel files you use.
No worries! Your clients can view the documents just fine. The files are standard Excel files, no locks or extra tools needed.
You bet! It's an Excel plug-in that fits seamlessly into your current audit software setup.
Absolutely! In fact, it makes those linking tools even more powerful.
None! The Audit Toolbar complements your current tools without replacing any of them.
Not much! It’s designed by auditors to fit right into your current workflows. Expect major boosts in productivity and time savings – up to 40 hours per audit!
Nope! It works with any dataset. Only one function (GL Cleaners) is limited to certain accounting systems, but even then, it covers 80% of current accounting systems on the market.
Yes, it features multiple customisable sampling options and customised functionality to guide you on sample size calculations.
All versions from Excel 2012 onward. For the best experience, Office 365 is recommended.
We’ve got a dedicated Client Success Team ready to help via phone, WhatsApp, email, and online. Average response time is 10 minutes, and we close most cases within 30 minutes.
Super quick! Deployment takes no more than 10 minutes.
Our Client Success Managers will provide all necessary documentation and can even walk your IT team through the process in a 30-minute call if needed.
As long as each staff member has their own ‘AppData’ folder, you're good to go. If not, reach out for custom support.
It supports any traditional or cloud-based server that allows folder creation in MS Windows.
Currently, it's not supported on Apple devices unless you have access to a Windows virtual machine.
If your team knows Excel, they'll quickly get the hang of it. We offer live training, plus an online portal with comprehensive training materials.
Try it out by getting a single license for your best Excel user. They'll love it, and so will you!
Enhance your Excel with this powerful add-on, designed to make your audit work faster and more efficient.
