Patent №
US 10,423,928
Granted
2019-09-24
Filed 2010
Owner
THOMSON REUTERS (TAX & ACCOUNTING) INC.
+3 more
Lab
—
AI components
3
speech · kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
12977631
A professional services audit tool is disclosed that includes an application that performs a variety of functions such as completing certain audit planning processes/forms, offering a tailored set audit programs based on the assessed risks, allowing users to further tailor the suggested audit programs, and rendering these audit programs in a helpful format. The application also provides functionality to perform and document audit work, guide the auditor though the engagement process, isolate audit program steps by related assertions and identified risks to ensure that audit plans are tailored to specific risks, provide an engagement dashboard to view at a glance both the overall audit and for each audit area, the steps which are not yet started, in progress, or completed, and allow for the integration of generated documents to be automatically stored to, accessed from, and synchronized with various external engagement management systems.
AI classification
Ownership
THOMSON REUTERS (TAX & ACCOUNTING) INC.
assignment · 258550045
THOMSON REUTERS GLOBAL RESOURCES
assignment · 358940686
THOMSON REUTERS GLOBAL RESOURCES UNLIMITED COMPANY
namechg · 442640872
THOMSON REUTERS ENTERPRISE CENTRE GMBH
assignment · 520570153
Assignors
SPRADLING, LEE SCOTT, LINDSEY, STEPHEN WILSON, KERSHNER, MARRIETTE LOUISE, PENNEMAN, JASON ROBERT, JIMMERSON, SHANE EUGENE
On an employer assignment, the assignors are typically the inventors.