Audit and assurance

Audit software for CA firms: the file, the review and the signature in one place.

A file for each audit with its programme, working papers, client queries and review notes. A partner sign-off with the UDIN on record. The opinion stays yours. CA Bundals keeps the evidence that the work was done.

CA Bundals · Audit · Audit files
Audit files · FY 2025-26Deshpande & Kulkarni, CAs · tax audits and statutory audits
Files open9
Partner review3
Ready to sign2
Signed and locked6
ClientTypeProgrammeStageLead
Sundaram Textiles
Statutory audit31 of 38 stepsFieldworkSneha
Chitale Infra
Tax audit44 of 50 clausesPartner reviewPriya
Bhatia Steel Works
Tax audit50 of 50 clausesReady to signRahul
Nandini Dairy
Statutory audit12 of 38 stepsData awaitedRahul
Saraf Exports
Statutory auditCompleteSigned · lockedPriya

Every audit of the year, with how far the programme has got and who leads it.

Which apps this work uses

Eight of the 30 apps are audit apps or feed one

Most of the work happens inside the Audit app. The others feed it or hold a special kind of engagement.

One file per audit, built from a programme you own.

Start a file for a client, a year and a type of audit. Name the team, record materiality and its basis, and pull the programme from your firm’s templates. Each step carries its working paper and its review note.

For a tax audit, the Form 3CD clauses are a working, clause by clause, and the fixed-asset register can send its depreciation figures into the clause. MSME Payments gives its own working for the clauses on supplier payments, to use beside it.

  • Queries go to the client as an ordinary document request and show in the portal as questions from the auditor
  • A fixed-asset register with depreciation under the Income-tax chart and the Companies Act chart
  • The file locks only after the linked report is signed off with its UDIN
CA Bundals · Audit · Chitale Infra · Tax audit
Form 3CD workingFY 2025-26 · 44 of 50 clauses done
Partner review
ClauseFiguresStatus
Clause 18
Sent from the fixed-asset registerDone
Clause 21
Entered by AmitIn progress
Clause 26
Entered by PriyaReview
Clause 31
Not entered yetNot started
Review note · Priya to AmitAttach the ledger extract for the additions made in March.

Balance confirmations without the paper chase.

Pick the parties from the client’s books in the Accounting app, from an Excel list or by hand. Each gets a letter in your format and a link on which they confirm or state a different balance. You send the link from WhatsApp or your own email, or print the letter with a reply slip.

  • Replies that come on paper are recorded by your staff
  • No reply is marked for an alternative procedure, with what was done
  • A difference carries its explanation

The product never messages these parties by itself. Your staff send each letter and each reminder.

CA Bundals · Audit · Balance confirmations
Sundaram Textiles · as on 31 March 202616 parties selected
Summary
Confirmed9
Differs2
No reply5
PartyTypeReply
Shree Ganesh Yarns
Trade payableConfirmed
Pune Packaging Co.
Trade payableDiffers
Maruti Dyes & Chemicals
Trade payableNo reply · reminder due
Current account
BankConfirmed

A partner signs. The UDIN goes on record.

Nothing is marked signed off without a partner. Work prepared by staff waits in the sign-off queue. The partner approves or withdraws with a reason, generates the UDIN on the UDIN portal and types it in. CA Bundals checks its format and keeps one register for audit sign-offs and certificates. Over the year, a quality file lists the engagements and what is still to close on each.

  • Every approval and withdrawal is written to the audit log
  • A warning when a signed certificate has waited too long for its UDIN
  • Quality procedures, each with an owner, evidence and a review date
CA Bundals · Audit · Sign-off queue
Waiting for a partner2 items · oldest 3 days
Client and workPrepared by
Bhatia Steel WorksTax audit report
AmitApprove
Sundaram TextilesNet worth certificate
SnehaReview
Saraf Exports · Statutory audit reportUDIN on record
Signed by Rahul Deshpande · format checked · in the UDIN register
In plain words

What this audit software does, and what it leaves to you

What it does

  • Holds a file per audit with programme, working papers, queries and review notes
  • Gives a Form 3CD working, a fixed-asset register and Schedule III statements
  • Sends balance confirmation letters by link and records the replies
  • Makes partner sign-off a step that cannot be skipped, and keeps the UDIN register
  • Builds a quality file from the year’s engagements

What it does not do

  • Generate a UDIN. You get it on the UDIN portal and type it in
  • Upload an audit report or Form 3CD anywhere, or make the official upload file
  • Write the opinion or decide a classification. Checklists and rates are your firm’s own, to verify against the standards in force
Straight answers

Questions audit partners ask

Can it generate the UDIN?

No. You generate the UDIN on the UDIN portal and type it in. CA Bundals checks the format against the signing partner’s membership number and keeps the register.

Does it produce the Form 3CD upload file?

No. The clauses are a working: figures, remarks and evidence per clause, printable. You key the report in the department’s utility and upload it yourself.

Whose audit programme is it?

Yours. The product ships starting templates and checklists, all marked to verify, and your firm edits them.

Is AI used in audit work?

No. Depreciation, provisions and the checks before statements are finalised are rules and arithmetic you can trace.

Which plan has these apps?

The pricing page shows where each of the 30 apps starts. The first 14 days include all of them.

Read next

More on what CA Bundals does

Dates, form numbers, rates and limits on this page are the product’s defaults for FY 2026-27. Verify each against the current notification. The firm, staff and clients in the screens are demo data, and the screens are drawings, not photographs.

Open one audit as a file and see the difference at review.

Every firm starts with 14 days of all 30 apps. No setup fee. Plans and limits are on the pricing page.