Industry pack

Accountants and Auditors OS

Accountants and Auditors OS: audit files and workpapers, connected to clients, matters & engagements and deadlines & filings - calculations, views and example rows already set up.

Linked databases: 7
Automatic calculations: 11
Ready-made views: 13

Saves time
Each audit with materiality, risk areas and fieldwork dates - sign-off deadlines are counted down.
Connected data
Test areas with preparer, reviewer and review points - unreviewed workpapers block sign-off.
Calculated for you
Statutory and client deadlines count down with overdue flags
Nothing missed
Documents still missing from each client are listed per matter

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Accountants and Auditors OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Accountants and Auditors Pack

Each audit with materiality, risk areas and fieldwork dates

Accountants and Auditors OS: audit files and workpapers, connected to clients, matters & engagements and deadlines & filings - calculations, views and example rows already set up.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

Each audit with materiality, risk areas and fieldwork dates - sign-off deadlines are counted down.

🔗

Connected data

Test areas with preparer, reviewer and review points - unreviewed workpapers block sign-off.

📊

Calculated for you

Statutory and client deadlines count down with overdue flags

✅

Nothing missed

Documents still missing from each client are listed per matter

🔍

🔎

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