The Modern Audit Tech Stack

Are all-in-one solutions being replaced by integrated ecosystems?

We let the Audit leaders speak for themselves. Andy Hines from Whitley Penn and David Rich from Clark Schaefer Hackett joined Trullion, Circit and Validis to break down what’s really working in their Audit practice.

Two regional firms. Two different approaches to building their tech stacks. The same conclusion: all-in-one platforms can’t compete with integrated best-in-class solutions.

They didn’t sugarcoat it – sharing exactly how they evaluate vendors, drive adoption, and why firms clinging to legacy platforms are falling behind.

What’s inside the webinar: 

• Andy’s three-pillar framework that cuts through vendor noise (efficiency, quality, revenue)
• See how David’s team hit 75% daily adoption by solving real daily pain points
• The vendor assessment process that actually works (including why controlled pilots beat firm-wide rollouts)
• Why “change fatigue” is the wrong battle to fight

The question isn’t whether you can afford to invest in a modern audit tech stack. It’s whether you can afford not to.

At Validis, we get financial data. We’ve helped hundreds of CPA firms – including 18 of the top 25 – transform their audit processes with standardized, transaction-level data that balances the first time, every time.

Ready to build your modern audit tech stack? Contact our team to see exactly how leading firms are implementing these strategies.

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