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As an auditor, I feel we increasingly need to become more proficient in foreign client software to obtain information efficiently that we previously requested from clients. For example, using a remote desktop to pull PBCs directly from client files or training ourselves to use client software in order to obtain information/generate reports.
Does anyone have experience determining best practices for “give-take” changes of responsibilities between auditors and clients? I’m curious how firms determine if and when this level of client service becomes unprofitable over the tenure of an engagement.
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