A medium-sized audit shop in California is seeking an integrated audit management software solution to enhance the efficiency of audit processes for management, auditors, and auditees. The desired software must support electronic development, management, and maintenance of working papers, streamlining communication and documentation throughout the audit lifecycle.

Key features include rapid system operations with support for multiple concurrent users, the capability to process large database files with minimal delays, and a robust security system offering various permission levels based on user roles and assignment status. The solution should facilitate task assignments to staff members, enable linking or embedding of external documents such as PDFs, Excel spreadsheets, and image files, support indexing of workpaper attachments, and allow creation of document references and annotations. Additional requirements include advanced search functions for audit findings and project records. The contract will have a two-year duration, with all vendor questions to be submitted by February 5, 2026.