Tieout is an AI-native EBP audit platform that helps CPA firms automate employee benefit plan audit work from document intake through audit-ready workpapers.
– Analyzes and cross-references plan documents with citations to source provisions
– Generates audit procedures based on plan terms, regulatory requirements and AICPA standards
– Extracts data and executes testing across 401(k), 403(b), pension, ESOP and other benefit plans
– Produces workpapers, findings summaries and management letter comments for auditor review
– Fits CPA firms seeking to reduce manual work across employee benefit plan audit engagements.