Transform recordkeeper data into audit-ready workpapers

Our EBP engagement software automatically populates workpapers, helping you streamline and standardize 401k audits for your team.

Transform recordkeeper data into audit-ready workpapers

Our EBP engagement software automatically populates workpapers, helping you streamline and standardize 401k audits for your team.
sync
Automated
Eliminate time spent on data entry and digging through dozens of reports to prepare for your audit. 
verified_user
Expert-Informed
Developed by EBP-specialized CPAs, our templates have helped 100s of firms gain efficiencies in their practices. 
tune
Methodology-Agnostic
Adjust firm default settings to align with any engagement methodology. 
TPA Workpapers

Generate up to ten workpapers for every audit

Simplify recordkeeper data inputs and save your team time with the following workpapers, formatted with easy-to-follow tick marks.
verified Contribution Allocation
verified Contribution Timeliness
verified Distribution Package
verified Investment Income Allocation
verified Investment Disclosure Support
verified Loan Package
verified Participant Activity Detail
verified Plan Analytics
verified Rollovers
verified Trial Balance
Book a Demo
SAMPLING AND PROCEDURES

Configure sampling and testing procedures for your firm and clients

Generate samples based on your specifications and modify workpaper testing procedures to fit your firm methodology and client-specific needs. When you’re ready for next year, easily rollover your preferences.
RECORDKEEPER DATA

Automatically populate data from dozens of recordkeepers (& growing!)

Don’t see a recordkeeper on our list? Talk to us! We’re always expanding. Feel free to leverage the blank versions of our templates on non-supported recordkeepers—100% free of charge.
Onboarding

Gain confidence and buy-in across your team

Our two-phase onboarding program is designed to set you up for ultimate efficiency and success.  
01
Get an in-depth walkthrough of our platform and process your first engagement together with our team. 
02
After your first engagement, sign up for a consultation with one of our in-house EBP experts to best configure the platform to your firm. 

Ready to Learn More?

See how our EBP engagement software can make your practice more efficient and effective.

Trusted by everyone from sole proprieters to top firms
TPA Workpapers

Generate up to ten workpapers for every audit

Simplify recordkeeper data inputs and save your team time with the following workpapers, formatted with easy-to-follow tick marks.
verified Contribution Allocation
verified Contribution Timeliness
verified Distribution Package
verified Investment Income Allocation
verified Investment Disclosure Support
verified Loan Package
verified Participant Activity Report
verified Plan Analytics
verified Rollovers
verified Trial Balance
checklist

Automated

Eliminate time spent on data entry and digging through dozens of reports to prepare for your audit. 

star

Expert-Informed

Developed by EBP-specialized CPAs, our templates have helped 100s of firms gain efficiencies in their practices. 

settings

Methodology Agnostic

Adjust firm default settings to align with any engagement methodology. 

SAMPLING AND PROCEDURES

Configure sampling and testing procedures for your firm and clients

Generate samples based on your specifications and modify workpaper testing procedures to fit your firm methodology and client-specific needs. When you’re ready for next year, easily rollover your preferences.
Let's Talk
RECORDKEEPER DATA

Automatically populate data from dozens of recordkeepers (& growing!)

Don’t see a recordkeeper on our list? Talk to us! We’re always expanding. Feel free to leverage the blank versions of our templates on non-supported recordkeepers—100% free of charge.
Let's Talk

Ready to Learn More?

See how our EBP engagement software can make your practice more efficient and effective.

Frequently Asked Questions

How do these workpapers work?

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At AuditMiner, our 401k audit software is built on the idea that consistency is key. No matter where your plan assets are held, your audit packages and reports always look the same. With just a few clicks, our intuitive process transforms your data into clear, standardized workpapers that auditors find easy to navigate. Curious to see the magic in action? Head over to our Workpapers page to learn more about how we streamline audits for innovative firms nationwide.

What size firms use AuditMiner?

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At AuditMiner, we believe that size is just a number. Our dynamic 401k audit software is tailored for every firm, from the trailblazing sole proprietor to the influential top 100 firms. With clients spread across more than 40 states, some of the industry’s most innovative leaders trust AuditMiner to streamline their audits, boost efficiency, and keep them ahead of the curve.

How does pricing work?

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At AuditMiner, our pricing is as flexible as our software. You’re billed for each plan processed on our EBP platform, with every invoice clearly itemizing the cost per plan. The more plans you process, the lower your per-plan cost becomes, making it a smart investment as your volume increases. Got questions or need more details? Feel free to reach out to our sales team for a personalized explanation.

Is AuditMiner secure?

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AuditMiner uses some of the best security on the internet including two-factor authentication and the full Microsoft package to ensure all data is protected and secure. AuditMiner also has a System and Organization Controls (SOC) 2® Type 2 examination. Visit our Trust & Security page for more information.