Quick Wins to Reduce Audit Prep Friction During Busy Season

Busy season has a way of turning small inefficiencies into major time drains.

Chasing down payroll reports, following up on incomplete requests, waiting on client responses, and manually working through repetitive tasks can add hours to every engagement.

Join us for a practical session focused on six quick wins firms are using to reduce audit prep friction and keep engagements moving. We'll share real-world examples, simple process improvements, and underused tools that can help your team spend less time on administrative work and more time on the audit itself.

You'll see ways to improve document collection, reduce client callbacks, streamline eligibility testing, speed up workpaper preparation, and eliminate other common bottlenecks that slow teams down during busy season.

Whether you're looking for a few quick improvements or ways to get more value from your existing workflow, you'll leave with ideas you can put to work immediately.

What you'll learn:

• How to get the right payroll reports from clients the first time

• Ways to reduce follow-up requests and client callbacks during fieldwork

• How to simplify census, remittance, and eligibility-related tasks

• Tips for populating workpapers faster without changing your methodology

• Opportunities to save time on common audit tasks that often create bottlenecks

• Small changes that can make a meaningful impact during the busiest part of the year

Whether you're looking for a few quick improvements or ways to get more value from your existing workflow, you'll leave with practical, immediately actionable ways to save time, reduce back-and-forth, and make busy season a little easier on your team.