Audit & Tax

Strongbox helps complete the PBC request list process in just a few clicks.

"A Life-Changing Tool"

Why Strongbox

Instant Access

Connect directly to your client’s accounting system to instantly fulfill your request list with custom Excel extracts.

Happy Clients

Clean data in the right format decreases the back-and-forth with your clients, so they can spend more time running their business.

Efficient Audits

Transaction-level data enables detailed audit procedures and easy tracing from the financial statements to individual entries.

Safe and Secure

Strongbox is SOC 2 Type 2 compliant, keeping your client’s data secure and in accordance with your firm’s standards.

Integrations with the most popular accounting software

Strongbox pulls the information you need directly from the organization's accounting software, saving you time and ensuring completeness and accuracy. (Microsoft Dynamics coming soon!)

Download our free Busy Season Review Toolkit, complete with checklist, request list templates,, and more!

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How audit and tax firms use Strongbox

Financial Data + Analysis

Everything you need in a single click - from general ledger to working trial balance - for any period.

Cash Flow Analysis

Instant cash basis view of the company’s performance to help with revenue recognition and other procedures.

Income Details

Access breakdowns of revenue by account, customer, product/service, and more.

Custom Output

Incorporate your own audit formulas or ratios in addition to the full suite offered in the Strongbox Excel Workbooks.

Private & Secure

Maintain the highest level of security & privacy with our SOC 2 certification.

Easy-to-Use Connections

Connect yourself or send a URL to your client to easily connect the accounting system.

AR/AP Details & Analysis

Detailed invoice and bills, plus concentration and aging analysis to help with confirmation sample selections.

Journal Entry Testing

Use transaction level details to quickly identify entries that fit your audit procedures.

Audit & Tax Insights

Accounting Technology

Navigating Internal Conflicts Over Technology in Accounting Firms

Accounting Technology

Streamlining Your Accounting Firm's Tech Stack: How to Fix Tech Stack Bloat

Accounting Technology

Accounting Technology & Partner Track: What You Need to Know

Ready to Try Strongbox?

Join our community of Top Accounting Firms from the Big 4 to Regional Experts. Request your free Strongbox demo today and try our Risk-Free Pilot Program.

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