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How To: Add a New Client to Audit Ally

This guide explains how to check if a client already exists, submit a new request to add new clients, know what happens after submission, and request updates if details change.

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Written by Joanna Pritchard
Updated this week

When you need a new client added to Audit Ally, the Audit Ally Support Team will create it for you. This article walks you through how to check whether a client already exists, how to submit a new request, what to expect after submitting, and how to request updates if something changes.

1. Check Whether the Client Already Exists

Before submitting a request, first confirm whether the client is already available to you in Audit Ally.

How to check:

  1. Log in to Audit Ally.

  2. Navigate to your Dashboard.

  3. Review the list of clients displayed.

If you see the client listed, you’re all set—no further action is required. Simply select the client and begin your engagement setup.

2. If the Client Is Not Listed: Submit a Client Creation Request

If the client does not appear on your dashboard, you can submit a request for the Audit Ally Support Team to create the client in the platform.

New Client Request Form

You can also access the request form by following this navigation path in the Armanino SharePoint:

  1. Internal Firm Services

  2. Transformation Office

  3. Product & Innovation

  4. Armanino Access

  5. Explore Audit Ally

  6. Audit Ally Onboarding Request Form

3. Complete the Audit Ally Onboarding Request Form

Once you've identified the need for a new client, complete the form with all required information.

Please note: Client Admin accounts are not provisioned on the same day that a client is created. The Support team uses the "Anticipated Client Onboarding Date" as the date that client admin accounts are created. Please ensure this date is accurate so our team can ensure that client admins are provisioned promptly.

The details you provide ensure the Support Team can create the client account accurately and prepare onboarding for your client administrators.

4. What Happens After You Submit the Form

After submitting the onboarding request:

  • The Audit Ally Support Team will create the client in the platform.

  • Once the client has been successfully added, the requestor will receive an email notification confirming that the client is now live.

  • You may now begin creating engagements for that client.

5. Updating a Request After Submission

If any details need to change after you’ve submitted the form, email the Support Team directly at: AuditAllySupport@armanino.com

Include:

  • Client Name

  • A clear description of the requested update

The Support Team will document the change and adjust onboarding steps as needed.

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