Baker Tilly (Moss Adams) transforms audit efficiency with Ideagen Audit Analytics

Baker Tilly (formerly Moss Adams), one of the largest accounting and consulting firms in the United States, enhances its audit services by leveraging the benefits of Ideagen Audit Analytics. With centralized data access, streamlined research capabilities and comprehensive regulatory intelligence, this partnership enables over 400+ partners to excel in a competitive audit landscape while delivering superior client value.

The challenge

Delivering audit excellence at Baker Tilly requires comprehensive, high-quality data for rigorous analysis. For partners like Jennifer Elder, Director of Ethics and Audit Partner, this data is essential for compliance reporting, fee benchmarking and due diligence research. However, sourcing and verifying datasets across numerous SEC filings was a time-consuming process. This limited the time partners could dedicate to high-value client advisory services and strategic insights.

“

Ideagen Audit Analytics is a great centralization of data in a quick amount of time—it saves us from combing through every SEC disclosure

Jennifer Elder, Assurance Partner at Baker Tilly

A key part of the challenge was finding a data solution that could integrate smoothly with existing workflows and analysis tools, which is essential for maintaining efficiency across the firm's large team of partners.

The solution

Ideagen Audit Analytics provided the answer. The platform offers a wide variety of data modules, including SEC filings, comment letters, audit fees, PCAOB reports and regulatory compliance data. This allows audit professionals to access data efficiently and resolve issues quickly.

Key highlights of the Ideagen Audit Analytics solution include:

Centralized data intelligence: Comprehensive SEC data, comment letters, audit fees and compliance information are consolidated into one platform.
Advanced benchmarking tools: All partners can access fee analysis, market share insights and competitive intelligence.
Complete company profiles: Due diligence is streamlined with comprehensive company views and risk assessment capabilities.
Flexible data export: The platform integrates seamlessly with Excel, Tableau and other analysis tools.
Regulatory compliance support: Data for PCAOB reporting, consent procedures and inspection reports is readily available.

The results

By adopting Ideagen Audit Analytics, Baker Tilly has transformed their audit efficiency as partners and staff are empowered to conduct audit, benchmarking and compliance procedures with greater speed and reliability.

Highlights include:

Significant gains in operational efficiency: Faster access to accurate data and reduced manual workload.
Improved compliance and risk management: Streamlined PCAOB and regulatory reporting facilitate robust processes.
Competitive advantages: Advanced benchmarking and market intelligence provide valuable insights for the firm.
Scalable knowledge sharing: Information is shared efficiently across more than 400 partners, supporting firmwide collaboration.

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company overview

About Baker Tilly

As one of the largest accounting and consulting firms in the United States, Baker Tilly excels in audit services and advisory solutions, driving innovation and delivering significant value to clients across diverse industries.

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