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Technology partner for audit and tax firms

The platforms your audit
and tax practice runs on,
engineered to survive
inspection

We build, assure and run those platforms while your
teams keep working in them.
3
Years

global audit and
tax clients,
two of them Big
Four.

350+
Specialists

across engineering,
assurance, data and AI

50,000+

audits a year on
platforms we modernise ·

100+

AI agents built
for audit

ISO 27001:2022

Why audit and tax firms bring in a
technology partner

Engineering first

Architecture, test coverage and delivery discipline lead the work, so quality is settled before anything reaches a live engagement.

Domain depth

Five years inside a Big Four practice, with specialists who speak engagements, workpapers and review notes, so requirements arrive already understood and busy season is planned for in advance.

Governed AI

AI a reviewer can follow: every output traced to its source, every action reviewable, every consequential step signed off.

Backed by SoftServe: 30+ years|10,000+ engineers|15 countries|20,000+ projects delivered

What audit and tax technology
leaders are balancing

Engagement volume is outgrowing the team

Finding people with both domain and technology depth takes time, so growth in engagement count has to be carried by the systems.

Inspection findings are public

Every step in an engagement has to be traceable, including anything AI touched, and both peer review and inspection raise the bar each cycle.

Over-auditing costs as much as under-auditing

Effort spreads evenly across an engagement while risk concentrates, so the same hours buy less assurance each year.

Busy season tests the architecture every year

Systems now carry volumes far beyond their original design, and each peak shows where the headroom sits.

What we build, assure and run

Audit and tax IT technology solutions, built around the platform your practice already runs on.

Agentic Engineering

Build and modernise engagement systems, with AI agents inside the lifecycle.

See how we do it →

Enterprise Trust
Assurance

Audit and tax technology quality assurance, from generated coverage to AI in production.

See how we do it →

Intelligent Managed
Services

Managed IT services for audit firms, with more automated each year.

See how we do it →

AI & Analytics

AI consulting for audit and tax firms, data foundation first.

See how we do it →

Proof from inside the profession

A Big Four professional services firm

Modernising the digital audit platform its auditors use every day, taken over mid-transition and kept running throughout.

~8,000

Auditors

30% less

Documentation effort

100+

AI agents built for audit

25% better

Auditor
experience

5 years

and counting

20% fewer

Manual workarounds

"An audit cycle runs continuously, and so does the work around it. We modernise in slices, with the practice still working, and plan every release around the calendar the firm actually runs on."

"They understood our workflows before they suggested changing them."

Shailesh Erande

Delivery Head,
Audit & Tax, NewVision

How much of your audit platform
could you evidence tomorrow?

A health check answers that in two to four weeks,
with a costed roadmap at the end.
Request a platform health check.
Talk to an engineer

Accelerators &
Frameworks

Tools our teams already run on live engagements.

Evidence Lens

Automates completeness testing, capturing evidence at each step across working paper types.

Test Lens

Optimises bulky regression suites, so testing effort concentrates where it changes the outcome.

STRIDE

AI root cause analysis that halves incident SLAs, used by every engineer on production support.

SmartWizard

Automates SDLC activity across development and QA, from story preparation through to test generation.

Copilot Extension

Governed AI code generation inside the IDE, with repository analysis, quality scoring and approval at every stage

Semantic Studio

Builds and validates Power BI semantic models with AI, cutting the manual work in report and metadata preparation.

Data Orchestrator

Builds and validates Power BI semantic models with AI, cutting the manual work in report and metadata preparation.

How engagements work

Engagement excellence, from trust to accountability
Firms start where their risk appetite allows, and the relationship grows as results arrive.

Where firms start

Three ways to start, each scoped and costed before it begins.

2 to 4 weeks

Health Check

Audit and tax tech advisory on one platform: architecture, test coverage, pipeline health and AI readiness, with a costed roadmap at the end.

4 to 6 weeks

Blueprint

Target architecture, delivery plan and a costed first release for something new, produced by the team that would build it.

6 weeks

Assurance Catalyst

A regression suite rationalised and AI-assisted automation stood up on the tests that carry the most risk, ahead of your peak period.

Talk to the practice

Enquiries from this page reach people who know what a workpaper is.

What happens next

1
Harshad Mandlecha, Client Partner,
reads your note and brings in the right people.
2
You hear back within one business day.
3
A 30-minute conversation
with an engineer who works on audit and tax platforms.

Harshad
Mandlecha

Client Partner

What audit and tax firms ask before
bringing us in?

Do you have experience at our scale?

Yes. Five years inside a Big Four practice, on a platform used by around 8,000 auditors, with 35+ products delivered across the estate.

Do you provide managed IT services for audit firms?

Yes. Intelligent Managed Services covers running the platforms we build, including incidents, releases and peak-season readiness, with more of the routine automated each year.

What does AI consulting for audit and tax firms involve?

It starts with the data and the workflow, then the model. We assess where AI can hold up inside a regulated process, then build and test it so every output traces back to its source.

Do you offer regulatory compliance consulting?

No. Regulatory compliance consulting is advisory work that your firm and its advisors own. What we do is engineer the platforms that produce the evidence those obligations require, so the compliance position is supportable.

Can you work on a platform that stays live?

Yes. We took over one Big Four audit platform mid-transition and modernised it in slices while the practice kept working on it, with releases planned around the audit calendar.

How do you protect our data and our clients' data?

We work to ISO 27001:2022, inside your own security and compliance requirements. Access, environments and data handling are agreed with your team before work starts.

How does an engagement start?

With one scoped move: a Platform Health Check over 2 to 4 weeks, or an Assurance Catalyst over 6 weeks.

How quickly can a team be in place?

Within 15 days of scope being agreed.