Aug 04, 2026 | Customer

For accounting firms, investing in technology is about more than improving efficiency — it is also about building the capabilities needed to stay competitive, serve clients well, and preserve the culture that makes the firm distinct. That is the opportunity Isler CPA saw in selecting Thomson Reuters CoCounsel Audit, Guided Assurance, and Engagement Manager to support the future of its audit practice.

After relying for years on an alliance-based audit solution, Isler CPA began evaluating new audit technology to determine what would best support its audit team going forward. As a small to mid-sized accounting firm, Isler CPA approached the process as more than a platform replacement, viewing it instead as an opportunity to invest in connected technology that could improve consistency, reduce manual effort, and better support its professionals across the audit lifecycle.

In evaluating providers, the firm wanted confidence the technology was mature, practical, and ready to support audit work in real-world engagements. Thomson Reuters stood out for the strength of its audit solutions, the demonstrated investment in innovation, and the responsiveness of its team throughout the evaluation and implementation process.

Cody Savey, the lead partner of Isler CPA’s audit department, said: “We’re a small firm, and we rely on bigger providers to design our audit methodology. Thomson Reuters impressed us with their advancement in technology and exceptional customer service.”

Among the solutions adopted, CoCounsel Audit has already delivered meaningful value by helping reduce time spent researching audit topics. The tool’s ability to provide sourced responses has been especially valuable in an audit environment where speed and verification matter.

CoCounsel has been a game-changer for the firm, saving hours of research time and enabling auditors to focus on high-value tasks. “I love CoCounsel,” said Savey. “It has saved me a ton of time. The amount of time CoCounsel is saving me in researching topics is hours at this point.”

For Isler CPA, the value of Thomson Reuters audit solutions extends beyond research efficiency. The firm was also looking for a more connected audit process — one that could better link planning, identified risks, fieldwork, and conclusion. Guided Assurance and Engagement Manager help support that continuity, reducing the inefficiencies that can arise when key parts of the audit process become disconnected and helping teams stay aligned throughout the engagement.

“As a small firm, we need audit technology that connects planning, risk assessment, fieldwork, and conclusion,” Savey added. “That kind of automation helps the audit flow more effectively, supports consistency across the engagement, and gives us greater confidence that we are addressing the right risks throughout the process.”

For the firm, access to modern audit technology also supports a broader strategic goal. As competition and consolidation continue across the profession, Isler CPA sees advanced technology as an important part of maintaining its independence and preserving the culture it has built.

“We’re proud of the culture we’ve built at Isler,” Savey said. “Having access to modern technology helps us stay current, work more effectively, and continue growing without losing what makes our firm unique.”

“Firms of all sizes are looking for practical ways to make audit work more connected, efficient, and scalable,” said Corey Wells, General Manager of Audit at Thomson Reuters. “Isler CPA’s adoption of CoCounsel Audit, Guided Assurance, and Engagement Manager reflects how firms are focused on innovation and using automation in a focused way — reducing time spent on manual tasks, improving workflow continuity, and enabling professionals to spend more time on judgment, analysis, and client service.”