Inflo Workpapers Implementation Journey
A modern way to manage the audit process
Duncan & Toplis has evolved its working papers methodology in the past 10 years from a paper-based product into the software-based solution it uses today.
However, having grown significantly as a business, in terms of types, size and volume of clients, the firm is now exploring ways to modernise how it runs audits to improve overall efficiency and quality.
Follow this journey as team members from Duncan & Toplis discuss their first-hand experiences of their working papers project as they evaluate two products - Inflo Workpapers vs their incumbent supplier. Gain valuable insights into their learnings, observed outcomes, and the project's overall progress.
“We need a working papers product that helps us drive efficiency and enables us to do things better at improved quality”
Alistair Main, Director and Head of Assurance, Duncan & Toplis
An intro to Duncan & Toplis
Alistair Main, Director and Head of Assurance Services at Duncan & Toplis, discusses the firm's history and experience of working with the Inflo platform.
Phase 1: Expectations for the project
As the firm explores its options for a digital working papers solution, Alistair Main discusses the firm's approach, expectations and evaluation criteria.
Phase 2: Navigating the pilot experience
In this phase of the implementation journey, Abbie Goodliff, Assistant Assurance Manager at Duncan & Toplis, delves into the firm’s pilot experience with Inflo's cloud-based Workpapers.
Coming soon...
The experience Part 2.
Further interviews with key team members at Duncan & Toplis, exploring the final stages of its project.
The outcomes & key learnings.
A look back at the project, it's outcomes, key learnings and benefits.
Keep updated with the project
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