Jonathan Womack

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Articles

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  • Confirmation Status

    Status Overview AR Confirmations can be a complex process. Knowing where a confirmation stands is extremely important to your team and your clients.  Thats why Audit Sight instantly provides you re...

  • Resetting Password

    Forget your password? No sweat. We can change it in three easy steps.   Step 1. Resetting Password Open your browser and go to app.audisight.com. Next, entering the email address you used to sign u...

  • How to log in and log out of Audit Sight

      How to Access Audit Sight. To log in go to app.auditsight.com. From here you will need your email address, password and two factor authentication method.  If you forgot your password don't worry ...

  • Tracking the AR Confirmation Process

    Track the progress Now that the confirmations are configured, it's time to let Audit Sight do the work. This includes: Preparing the confirmations Sending the confirmations for authorization Once ...

  • Completing the Verifiers Information

    After finishing your selections, it's now time to review the contact information for the Verifiers. As a reminder a Verifier is the individual receiving the confirmation.  If you have utilized the ...

  • User Profile Overview

    In this article, we are going to review the user profile section of Audit Sight. The user profile allows you to customize your name, email address, and avatar.    Why this is important It's importa...

  • Setting Up Your Firm's Engagement Details

    Engagement details are the facts your firm records about each due diligence engagement, such as the project type, the industry, where the work came from and the expected fee. They power Practice In...

  • Data Connections: High-Level Overview 🚀

    At Audit Sight, we simplify the audit process by offering secure connections to both banking and accounting data. Our integrations are designed to provide view-only, read-only access, ensuring the ...

  • QuickBooks Desktop: Simplifying Your Audit Process ✨

    We’re here to make your audit process as seamless as possible! With QuickBooks Desktop, you have two ways to securely share your data with Audit Sight: QuickBooks Backup File (QBB): The easiest a...

  • Practice Intelligence: The Trends Dashboard

    The Trends tab of Practice Intelligence shows how your practice is changing: how many engagements you're adding, what they're expected to bring in, and how the mix of work shifts by project type, i...