Wolters Kluwer launches solution for accounting firms that strengthens audit quality

TeamMate® Document Linker auto-links samples to supporting evidence, saving valuable time on every audit

Wolters Kluwer, a global leader in professional information, software solutions, and services, today launched TeamMate® Document Linker, a new product for accounting firms that strengthens audit quality by auto-linking samples to supporting evidence, saving valuable time on every audit. 

TeamMate Document Linker ensures supporting evidence is correctly validated by using optical character recognition (OCR) technology to extract text from scanned documents, including photographs of crumpled documents, to automatically match and dynamically link the sample or workpaper to the source document. TeamMate Document Linker functions within the Microsoft Excel interface, eliminating the need to switch between tools and windows to verify required data. 

TeamMate Document Linker seamlessly connects with Wolters Kluwer audit solutions. Auditors can use TeamMate Analytics to identify risky transactions or select a sample set of data and then use TeamMate Document Linker to tie the transactions in question to supporting evidence. Documents can be embedded in the Excel workpaper and then packaged together for easy upload to CCH® ProSystem fx® Engagement or CCH Axcess™ Engagement for easy review.

Wolters Kluwer TAA enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes.