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Validis Audit Quickstart Guide
Getting set up in 4 simple steps
White-labelled Portal Setup
What we do: Set up your fully branded Validis portal, ready for your team to start using on the kick off call. (inc. SSO if needed).
What you do: Share logo and branding so we can create your company specific portal. Review and accept for use.
Focused Kick-off
What we do: Your dedicated Account Manager works with you to define success goals, finalize your roll-out strategy, and set the stage for a seamless launch.
What you do: Confirm attendees – Stakeholders, Drivers and power users join the call to ensure alignment and drive next steps.
White-glove Onboarding
What we do: We’ll set up client engagements and automate data requests, eliminating manual follow-ups and ensuring smooth client onboarding. We’ll even support your clients.
What you do: Provide your client list with contact details.
User Training for Immediate RoI
What we do: In just 45 minutes, we’ll empower your team with training to start getting value from Validis immediately.
What you do: Ensure all users attend the training, ready to log-in, with a client ready and use the portal right away!
Driving adoption
A tried and tested process that drives adoption
Driver Program: Empower early adopters to drive usage and provide peer support, feedback and accelerating company-wide adoption.
Pre-training Account Setup: Hit the ground running with active user accounts, enabling immediate engagement creation during the training session.
Single Client Journey: Boost efficiency by using Validis for all clients. We’ll bulk-add your entire client list, ensuring consistency and streamlining processes. No swapping between processes between clients.
Client Communication Pack: Leverage our tried-and-tested templates, including a ‘heads-up’ email, brand-neutral explainer video, and engagement letter copy. Increase client adoption effortlessly while addressing common questions.
5-Star Support Team: Our dedicated experts are always on hand to support both your team and your clients, ensuring a smooth transition and ongoing success. 24/7 access to detailed knowledge centre online.
Flexible Onboarding Plan: a tailored onboarding experience that reflects your firm’s unique needs and workflow.
Adoption Driver Program
Here’s an example structure for ensuring successful adoption in the first 4 weeks.
Week 1 & 2
Kick-Off: Introduction email to the user team introducing Validis
Training: Share resources and follow-up materials
Weekly Usage & Login Report: Send report internally, follow up individually, and acknowledge top users
Team Meeting: Address challenges and provide feedback to the Validis Account Manager
Week 3 & 4
Share Best Practices: Highlight early adopters’ success across the team
Internal Support Drop-in: Diarize a drop-in meeting for questions or additional support
Compare Usage Trends: Review trends and improvements since the previous week
Plan Future Engagements: Strategize upcoming activities and engagements
Survey & Feedback: Share insights with internal teams
Ongoing
- Drip Cadence of Support
- Offer extra training and resources as needed for new users
Audit Checklist
Every auditor follows a plan. Why? Because they want to show value to their clients.
We want that process to be frictionless and with everyone committed. So we produced this checklist to help you get the most from Validis and your audit.
Our audit checklist lets you see how success and efficiency can be achieved at every milestone in the client data journey.
We understand that every audit is unique and sometimes complex, but following the 5 steps will set up you and your client for continued success using Validis.
1. Engagement Letter
The first point of contact for an auditor with their client is through the ‘Engagement Letter.’
The best engagement letters provide the client with a clear path and process for how the audit will be conducted, demonstrating how you plan to use Validis and extract the client’s data.
As part of that plan, we find that the most successful firms now communicate how they will utilize technology on the client journey.
Here’s a great example that your firm can use to get a step ahead this busy season and include as part of your initial client communication.
DOWNLOAD OUR ENGAGEMENT LETTER TEMPLATE
2. ERP Survey
Once you have established the first communication with the client then you will need to consider if they are suitable to have their GL, AR and AP data extracted with Validis.
If suitable (and over 80% of clients are) then we can continue with the Validis data journey.
We have drafted an email for you already, which includes a link to a six-question survey asking the client for their ERP software version.
3. Client benefit
Automated data gathering significantly saves time for the auditor and the client, making the process simpler and easier to follow.
Using Validis to gather the GL, AR and AP data unlocks a vast amount of benefits for the auditor and client.
Now the auditor can add extra value to their clients through quicker access to data guiding preliminary analytical reviews.
Validis is a secure digital and fully encrypted service that follows ISO27001 and SOC2 guidelines.
We’ve created a guide that you can send to your clients to help them get started with Validis.
4. Create the engagement
The journey of the auditor creating the engagement is detailed in a quick video so you can see how easy it is to set up and get started. This video above also shows auditors how easy it is to connect to a desktop or online accounting package.
Our client consent video outlines exactly how the client engages for the first time with Validis giving you the insight into how this is performed.
WATCH HOW TO CREATE AN ENGAGEMENT
WATCH HOW A CLIENT GIVES CONSENT
5. Planning upload
Asking the client to complete a planning upload at P.9 or P10 is vital – not only so you can expedite some work before the year end, but it also gives your client the opportunity (if they are new to Validis) to go through the process of uploading data ahead of busy season.
Thus, they save time, they are less pressured, and they can remove any barriers before the start of the audit.
Once the data has been extracted take a look at the ‘auditor’s journey’ to see where you can add value and gain further insights into your client’s business.
FOR MORE HELPFUL TIPS ACCESS OUR BEST PRACTICE GUIDE
Further FAQs
Find further FAQs for Validis and learn how it will benefit you and your client here.
