top of page

Financial Audit Software

Strongbox helps complete the PBC request list in your financial audits with just a few clicks.

Cover image that represents how Strongbox works. On the left, it reads "Connect your accounting system" below which are logos for QuickBooks Online, QuickBooks Desktop, Oracle Netsuite, Myob, Sage Intacct, Xero, and Microsoft. A hex themed line then connects those logos to formatted data tables on the right and a Strongbox logo that says "Preparing Financial Statement Checks"

"A Life-Changing Tool"

Strongbox + Wolters Kluwer

Strongbox creates an automated pathway for data to be upload-ready for 3 CCH products!

​

Strongbox is a single tool to help you start your audits on the right foot - with a happy client and data formatted in ready-to-use templates for CCH® ProSystem fx® Engagement, CCH Axcess™ Engagement, and TeamMate Analytics.

​

Save your team and your clients time for fast and easy audits using Strongbox with the power of the CCH Suite of Tools!

A monitor showing a tab from the Strongbox output that reads Trial Balance Upload Template for CCH Engagement" below which is a chart of data ready to upload.
A laptop displaying a clean, flat data table of a Trial Balance in Excel
A computer monitor displaying a clean, flat data table of the General Ledger in Excel.

CCH® ProSystem fx® Engagement

Strongbox extracts balances, account numbers, classifications for auto grouping, and more from your client's accounting system to upload into Engagement instantly for huge efficiency gains in your audits.

CCH® Axcess™

Upload data directly from your client's accounting system into CCH, including balances, account numbers, monthly balances, classifications, and more with Strongbox.

 

See how it connects to accounting systems:

TeamMate Analytics

Full General Ledger details from Strongbox enable deeper analytics in TeamMate, using pre-saved workflows to go beyond just journal testing.

checkmark icon

Run saved tests in just a few clicks

checkmark icon

Journal testing, AR agings, AP testing

Checkmark icon

Standard outputs every time for easy scaling and training

Why Strongbox?

Happier Clients

Reduce confusion, back and forth, and time needed for your clients to complete the PBC request list.

Better Staffing

Allow partners to better staff audits, reducing sitting around time thanks to instant delivery of needed documents in Excel format.

Improved Forecasting

Better forecast when your audits will be complete with standardized, predictable processes.

Hexes containing logos of the following accounting systems: QBO, QBD, Sage Intacct, Oracle Netsuite, Xero, and Myob. Hex lines lead from those hexes to the Strongbox logo. a Single line then leads from Strongbox to the Excel logo.

Integrations with the most popular accounting software

Strongbox pulls the information you need directly from the organization's accounting software, saving you time and ensuring completeness and accuracy in your audits. (Microsoft Dynamics coming soon!)

Images of four resources - a book that says "Audit Busy Season Review Toolkit", a book entitled "Templates", and two screens with sample PBC Request List and a Strongbox output annotated to show you how to use it.

Download our free Busy Season Review Toolkit, complete with checklist, request list templates,, and more!

Make the PBC Request List Easier for Your Clients

Without Strongbox

In image of a long PBNC Request List with over 37 itemized items that the client would need to provide.

With Strongbox

A much shorter PBC Request List with only 10 itemized items. The first itemized item is Connect to Strongbox, showing that it replaces about 25 items that the client would otherwise have to produce themselves.

ALLIANCE AFFILIATIONS

Financial Audit Software

Financial Data + Analysis

Everything you need in a single click - from general ledger to working trial balance - for any period.

Cash Flow Analysis

Instant cash basis view of the company’s performance to help with revenue recognition and other procedures.

Income Details

Access breakdowns of revenue by account, customer, product/service, and more.

Custom Output

Incorporate your own audit formulas or ratios in addition to the full suite offered in the Strongbox Excel Workbooks.

Private & Secure

Financial audit software you can trust! Maintain the highest level of security & privacy with our SOC 2 certification.

Easy-to-Use Connections

Connect yourself or send a URL to your client to easily connect the accounting system.

AR/AP Details & Analysis

Detailed invoice and bills, plus concentration and aging analysis to help with confirmation sample selections.

Journal Entry Testing

Use transaction level details to quickly identify entries that fit your audit procedures.

TRUSTED BY

Audit Insights

Ready to Try Strongbox?

Join our community of Top Accounting Firms from the Big 4 to Regional Experts. Request your free Strongbox demo today and try our Risk-Free Pilot Program.

AT Form
bottom of page