Clean up your account to start the year. Add new members to your team or change users’ status if they no longer need access.
Add New Users
Deactivate Past Users
Admin have full control over all engagements, users, clients and testing procedures/sampling for their firm.
Users can create new engagements, edit and see existing engagements which they were previously assigned to and they are also able to create new clients via the manage clients page.
Add or update any procedures to get ready for your 2025 EBP audits.
Add or Edit Custom Procedures
Note: This will update the procedures for all engagements created in the future. It won’t update any existing engagements.
Make updates for your sampling to get ready for 2025 EBP audits.
Adjust sampling
ISI Sampling
Select ISI sampling for distributions, loans and rollovers.
Note: This will update the sampling for all engagements created in the future. It won’t update any existing engagements.
As you plan your EBP audit season, consider which plans you’ll run with AuditMiner.
This season AuditMiner supports sixteen different recordkeepers to provide up to ten workpapers. (Don’t forget to check out our workpaper templates for plans with other providers).
2025 Recordkeepers
For more details on the workpapers for each provider, check out the AuditMiner resource center.
Have engagements that aren’t compatible with AuditMiner? Use our blank templates to standardize your workpapers.
Rolling plans forward will provide prior year numbers in the subsequent period’s workpapers.
Lock Your Engagement
Make sure you download the results from your engagement before locking.
Roll Forward Your Engagement
Your new engagement will be available in Manage Engagements.