Firm Knowledge Base

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.

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Part of Awditify for Firms · $149/month, unlimited clients

Firm Knowledge Base 12 items · 3 categories

T1 filing checklist — standard procedure

Note · Procedures

Pinned

Engagement fee reference — 2025 rates

Table · Billing Reference

CRA My Account — staff login portal

Link · CRA Resources

Chen Industries Inc — client contact

Contact · Clients · Synced

Synced

Five item types

Notes, tables, contacts, links, and files. Store every kind of firm reference material in one searchable workspace.

Search and categories

Search across all items. Organize into categories. Filter by type. Pin the references staff need most.

Client contact sync

Pull firm clients into the knowledge base as contact items automatically. Re-sync without duplicating.

Access controls

Grant read-only or read-and-write access by user or role. Owners and partners always retain full access.

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

Knowledge management software for CPA firms

Firm knowledge base built inside accounting practice management

Awditify Firm Knowledge Base is a knowledge management feature designed for Canadian CPA firms and bookkeeping practices. Unlike a generic wiki floating outside your practice system, Firm Knowledge Base is built into the same platform where your team manages clients, engagements, communication, and billing — so knowledge stays close to the work instead of scattered across drives and email threads.

Firm Knowledge Base works alongside Bookkeeping Knowledge Base for client-specific notes, Firm Communication for internal messaging, and the full Awditify for Firms platform.

Bookkeeping Knowledge Base

Client-specific notes, supplier contacts, portal links, and references per bookkeeping client.

Email Triage

Assign, track, and link inbound client emails from Outlook and Gmail.

Firm Communication

Direct messages, group threads, firm-wide announcements, and mentions.

Microsoft Outlook

Sync Outlook mailbox into shared triage and manage Outlook calendar events.

Google Workspace

Connect Gmail and Google Calendar to Awditify for shared triage.

Awditify for Firms

Engagements, billing, WIP, AI copilot, and more for CPA and bookkeeping firms.

Make your firm knowledge searchable.

Stop rebuilding the same answers from memory every busy season. Centralize firm knowledge in Awditify.

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