Give your firm one trusted place for reusable knowledge.
Awditify Firm Knowledge Base helps CPA teams store procedures, reference notes, client contacts, links, tables, and files in a searchable workspace with categories, pinned items, and access controls — inside the same platform used for engagements and billing.
At a glance
What this covers
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Five item types
Notes, tables, contacts, links, and files. Store every kind of firm reference material in one searchable workspace.
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Search and categories
Search across all items. Organize into categories. Filter by type. Pin the references staff need most.
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Client contact sync
Pull firm clients into the knowledge base as contact items automatically. Re-sync without duplicating.
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Access controls
Grant read-only or read-and-write access by user or role. Owners and partners always retain full access.
How it works
How it fits together
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Multiple knowledge item types
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Search, categories, and filters
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Firm client contact sync
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Access controls for firm teams
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Practical editing workflow
Multiple knowledge item types
Every kind of firm reference material in one workspace.
Notes for procedures, policies, checklists, and recurring guidance
Tables for structured reference data: fee schedules, allocation matrices, rate tables
Contacts for firm client and relationship details
Links for external resources, portals, CRA references, templates, and vendor pages
Files for documents, reusable attachments, and reference material
Search, categories, and filters
Find what staff need without interrupting managers.
Search across the full knowledge base by name, type, and content
Organize items into user-defined categories
Filter by item type: notes, tables, contacts, links, or files
Pin important entries so high-value references appear first
See attachment counts and synced item labels at a glance
Firm client contact sync
Turn firm client records into reusable knowledge base contacts.
Pull firm client records into the knowledge base as contact items in one action
Create a Clients category automatically during sync
Re-run sync to update existing synced contacts without creating duplicates
Preserve user-managed category moves after contacts are synced
Access controls for firm teams
Match knowledge visibility to role and responsibility.
Grant read-only or read-and-write access to specific users
Manage access by role for firm-scoped knowledge items
Owners and partners retain full access at all times
Non-authorized users see a clear no-access state
Access can be updated or revoked as team roles change
Practical editing workflow
Create, update, and organize entries without leaving the workspace.
Create new entries directly from the knowledge base workspace
Edit existing items in a focused dialog
Upload and download files attached to any knowledge item
Delete outdated entries when they are no longer needed
Use pinned entries for the references staff reach for most often