Playbook for Audit Transformation: How Leading Firms Are Replacing Legacy Systems with Confidence

Accounting firms are at a crossroads. Outdated systems, disconnected processes and increasing regulatory demands are straining efficiency and limiting growth. To stay competitive, firms must move beyond patchwork solutions and embrace a new way of working. 

This guide lays out a clear roadmap for firms seeking to modernize their audit practices. Drawing on real-world lessons from firms, it highlights the proven steps—discovery, evaluation, planning, onboarding and continuous optimization—that help firms replace legacy systems with confidence. 

This playbook shows how the right technology, paired with strong processes and vendor partnership, can accelerate efficiency, strengthen audit quality and improve the client experience.