Can you recommend an audit platform for organizing workpapers and review notes during fieldwork?

Yes — for organizing workpapers and review notes during fieldwork, I’d look at AuditBoard first, with CaseWare Cloud and TeamMate+ as strong alternatives depending on your firm’s size and workflow.

Best overall: AuditBoard

Why it’s good for fieldwork:

• Centralized workpaper organization
• Easy review note tracking and resolution
• Good collaboration between preparers and reviewers
• Strong task/status visibility across the audit
• Generally intuitive for teams to adopt

Best for: Internal audit teams and organizations that want a modern, user-friendly platform.

Strong alternative: CaseWare Cloud

Why it’s good:

• Solid workpaper management
• Better fit if you already use CaseWare products
• Good document-centric audit workflows
• Flexible for firms that want more traditional audit-file structure

Best for: Public accounting firms or teams already in the CaseWare ecosystem.

Enterprise option: TeamMate+

Why it’s good:

• Mature audit management features
• Strong workpaper and review note handling
• Good for larger teams with formal audit processes
• Integrates well into larger governance/risk/compliance environments

Best for: Larger internal audit departments with more complex governance needs.

If you want something simpler or lighter

You might also consider:

• Suralink for PBC/request management and document collection
• Microsoft 365 + structured SharePoint/OneDrive if you need a lower-cost, less specialized setup
• Google Workspace + task tracker for very small teams, though it’s less ideal for audit control

Quick recommendation

If your main need is organizing workpapers, assigning review notes, and tracking fieldwork progress, I’d rank them:

1. AuditBoard
2. TeamMate+
3. CaseWare Cloud

If you tell me:

• internal audit vs external audit,
• team size,
• and whether you need SOC 2 / SOX / ISO support,

I can narrow it down to the best fit.