All Tools

Scroll down the page to browse all of our downloadable tools, or select a category below to narrow your view down to a specific tool type.

The following 1433 tools are listed based on Content Data.
Policies & Procedures

Customer Master File Maintenance Policy

The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer information in company systems.
Subscriber Content
Mon, May 22, 2023
Guides

Initial Public Offering (IPO) Guide

This tool contains two sample guides that can be used for successfully handling and organizing a private company’s public transition.
Subscriber Content
Mon, May 22, 2023
Policies & Procedures

Data Center Operations and Problem Management Policy

The objective of this document is to provide policy and procedure guidance for conducting major activities in a company's data centers.
Subscriber Content
Mon, May 22, 2023
Policies & Procedures

Accounting System Security Policy

This policy establishes the standards and procedures for accounting system security in compliance with management's objectives.
Subscriber Content
Mon, May 15, 2023
Policies & Procedures

Academic Conflict of Financial Interest Certification Policy

This sample policy is designed to help organizations avoid possible conflicts of interest in the conduct of grant or contract activities for academic institutions.
Subscriber Content
Mon, May 15, 2023
Guides

Standardizing Documentation for Internal Controls Guide

Standardize your organization’s process for documenting internal controls effectively with our comprehensive guide.
Subscriber Content
Mon, May 15, 2023
Audit Programs

Capital Expenditure Audit Work Program

This tool includes three sample audit programs that provide steps organizations can take to conduct a capital expenditure audit.
Subscriber Content
Mon, May 15, 2023
Guides

Business Intelligence Overview and Guide

This guide provides auditors with a comprehensive breakdown of the meaning, importance and drivers of business intelligence.
Subscriber Content
Mon, May 15, 2023
Policies & Procedures

IT Governance Policy

Use the established requirements in this policy to oversee information technology resources, achieve company business objectives, and manage technology risk.
Subscriber Content
Mon, May 15, 2023
Audit Programs

Budgeting Process Audit Work Program

In this work program sample, we provide best-practice steps to take when conducting a budgeting process audit.
Subscriber Content
Mon, May 8, 2023
Policies & Procedures

Crisis Management and Emergency Operations Policy

This sample policy shares an overview of procedures organizations should take during the crisis management and emergency operations process.
Subscriber Content
Mon, May 8, 2023
Guides

Capital Project Management Risks Guide

This sample document can be used as a guide to mitigating risks common to an organization’s capital project management process.
Subscriber Content
Mon, May 8, 2023