InsightsFor firms
Insights for accounting and audit firms
Practical guides for firms evaluating software and planning their accounting and audit work.
GuidesFor accounting and audit firms
All guides
Guide for firmsAccounting software migration for firms: a five-gate plan from pilot to cutoverMove your firm to new accounting software in five gates: scope, mapping, a reconciled pilot, access and cutover. With Malta record retention rules.Published · By A4 Team
Guide for firmsAI accounting software for firms: build a realistic capacity scenarioEstimate preparation, review and exception time before choosing AI accounting software. Build a transparent firm capacity scenario and pilot plan.Published · By A4 Team
Guide for firmsAI policy for accounting firms: what to decide, test and recordWhat an accounting firm's AI policy should cover: tools, client data, human review, the EU AI Act literacy duty and a pilot. One-page template inside.Published · By A4 Team
Guide for firmsAudit automation software: how to test it before your firm relies on itHow audit firms evaluate audit automation software: trace one procedure, plant an exception, change evidence after review, then score what you saw.Published · By A4 Team
Guide for firmsClient portal for accounting firms: a request workflow you can test before you buyWhat a client portal for an accounting firm must do, from request to reviewed and closed, what to test in a demo, and a rollout tracker for your team.Published · By A4 Team
Guide for firmsISA 240 (Revised): which audits it covers and a six-gate transition planISA 240 (Revised) applies to periods beginning on or after 15 December 2026. See which audits it covers, what changes, and plan your firm's transition.Published · By A4 Team