Armanino

Amy Wardle

Joanna Pritchard

Audit Ally - Armanino Help Center

How to access Audit Ally and open a ticket if you do not have access

How To: Access Audit Ally

Learn how to add and remove Armanino users to engagements within Audit Ally.

How to: Edit Auditor Access to Engagements

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.

How To: Add a New Client to Audit Ally

This article explains how Armanino Seniors and above can add Client Admin users to Audit Ally.

How To: Add and Manage Client Admins

Instructions on how to manage your notification preferences and use the Daily Digest

How To: Manage Notification Settings

Help Center articles with guidance on setting up your account

Getting Started

Learn how to edit request types after import, including Population, Sample, and Evidence requests. Understand validation rules, linking requirements, editing limitations, and how request type changes affect engagement functionality.

How to Edit Request Types

A Guide on how to use the Setup tab in Audit Ally—how engagement teams create and manage categories, subcategories, and requests, with all updates syncing to the client-facing request list.

Using the Setup Tab in Audit Ally (Financial Statement & EBP Engagements)

Learn how to use support that was collected by the engagement team in the agent analysis and documentation for workpapers

How To: Include Auditor Provide Support in Agent Analysis (SOC Engagements)

Learn how to provide templates, files, and general support to clients via the Request List

How To: Provide Auditor-Provided Support to Clients

Learn how to Bulk Edit Auditor Assignment, Client Owner, Due Date, Priority Level, Lock Status and Bulk Delete Requests

How to: Complete Bulk Actions on Requests

Learn how to use the Sort & Filter options on a Request List as well as save your frequently used sort & filter combinations

How to: Sort and Filter a Request List and Save Presets

Help Center articles to assist in all things related to request management

Request Management

Find answers and get help from Intercom Support and Community Experts

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