"DataSnipper has changed how our audit teams operate. It’s intuitive, efficient, and has meaningfully reduced the time spent on manual tasks—allowing us to focus more on higher-value areas."
Andy Hines, Partner, Whitley Penn
DataSnipper has also improved workpaper review. Reviewers can quickly identify the support used, which helps streamline issue resolution and enhance review quality. In employee benefit plan audits, DataSnipper simplifies the validation of eligible compensation data and enables timely edits. It also serves as a useful client-facing tool—teams can visually demonstrate the source of support, contributing to transparency and trust.
Document matching templates have supported faster testing for unrecorded liabilities and revenue, while form extraction templates have helped reduce time spent on specialized consulting engagements from 4–6 hours per week to approximately one hour. These efficiencies have allowed teams to allocate more time to analysis, coaching, and client service.
Features Used: All Snip Tools
Impact: Integrated into onboarding, new hires are introduced to DataSnipper early, supporting consistency and confidence.
Features Used: Snip Tools, Audit Trail
Impact: Reduced manual entry; reviewers can more easily assess support used, aiding review quality and issue resolution.
Features Used: Document Matching Templates (developed internally)
Impact: Helped standardize procedures and reduce testing time; improved accuracy in identifying exceptions.
Features Used: Form Extraction Templates
Impact: Weekly work reduced from 4–6 hours to ~1 hour, enabling consultants to focus more on insights.
