This guide shows how to run audit and assurance engagements in AuditTrove: setting up the firm, its people and its security; accepting a client; creating an engagement; planning, fieldwork and completion; the auditor's report; archiving; and the firm's quality management, practice management and links with other systems.
It follows one fictional firm, Okafor Bello & Co, Chartered Accountants, Lagos, through its first audit of Ikeja Polymers Manufacturing Limited (year ended 31 December 2025), and then through the firm's other work in 2026: an audit under the ISA for LCE of a client that keeps its books in BookTrove, a listed group audit with a component auditor in Ghana, reviews, compilations, agreed-upon procedures and other assurance engagements. Every screenshot was taken from AuditTrove running that illustration, so the figures in the text match the screens.
How to read it. Each chapter covers one part of the work and ends its introduction with use cases: common situations and the steps that deal with them. Each numbered step has a screenshot and three parts: Why (what the step achieves and, where it matters, the standard behind it), Who (the role that normally does it — AuditTrove enforces these rules, for example only the engagement partner signs the report, and whoever prepares a working paper cannot also review it) and What to do (the actions, in order). Numbered markers and orange frames on a screenshot point to the fields and buttons named in the steps with the same number.
Dates. The illustration was run with the dates it would have had in real life: the firm set up on 5 January 2026, the Ikeja Polymers report signed on 27 March 2026 and the file archived in April, and the firm's other engagements from April to July 2026 (among them a listed group with a 31 March year end). Dates on screen (sign-offs, the audit trail, due dates) follow that timeline.
Standards. AuditTrove applies the International Standards on Auditing (ISAs), the ISA for LCE, ISQM 1 and ISQM 2, the IESBA Code, ISRE 2400 and 2410, ISRS 4400 and 4410, ISAE 3000, 3402 and 3410 and ISSA 5000, with the Nigerian requirements of the Financial Reporting Council of Nigeria (FRC) and the Companies and Allied Matters Act 2020, and the Barbados requirements where a firm practises there. References in the steps are to paragraphs of those standards. Confirm the current position before relying on a rate, a threshold or a local rule in this guide.