Dealing with excessive queries and inefficient query resolution is one of the biggest frustrations for clients. This often leads to interrupted workflow, delays in audits, ultimately slowing down the completion of your clients’ regulatory returns.
At Evolv, we do this through proactive communication designed to support clarity and consistency of the audit process, targeting a one touch audit process :
► Monthly client newsletters: with regulatory guidance and audit response updates
► Client Document library: for clarity on required information including example templates
► Regular Q & A webinars: To discuss common issues and changes year to year
As a key part of our service, we offer:
Pre-Audit Enquiry service helping to address potential audit concerns before submission. This supports a known audit outcome prior to audit submission, reducing back and forth queries.
Each client is supported by a dedicated client service team, including:
► Workflow Manager, supports workflow and communication
► SMSF Registered Auditor, to provide direct audit related guidance. Acts as the key liaison for the audit process – provides an opportunity to answer any questions during the fund preparation process and audit implications.
► Access to Technical Specialists when deeper expertise is required
This proactive and collaborative approach ensures:
► Reduced disruptions to your workflow
► Effective clarification and guidance
► Fewer queries and a faster turnaround times
► Better preparation for complex funds
For more information on navigating the challenges of complex audit queries at peak time, read our article here.
Contact us today to discuss your needs and how our query management can help with your SMSF audits
