What you'll accomplish
By the end of this guide, you'll have a ChatGPT conversation workflow set up specifically for audit workpaper documentation — so you can generate professional workpaper narratives, management letter findings, and procedure descriptions in minutes instead of struggling with blank pages.
What you'll need
- A ChatGPT account (free version works for basic use; Plus for higher volume)
- Your firm's workpaper standards or a sample narrative you like (optional but helpful)
- Time needed: 20 minutes to learn the workflow; 3–5 min per narrative afterward
- Cost: Free (basic) / $20/mo ChatGPT Plus (for heavier use during busy season)
How-To Guide: Set Up ChatGPT as Your Personal Workpaper Assistant
Step 1: Log in to ChatGPT
Go to chatgpt.com and sign in. Start a new chat by clicking the "+" button or "New chat" in the left sidebar.
A note on data privacy: You'll be describing audit procedures in general terms but should never enter client-specific information — no entity names, dollar amounts linked to a specific client, EINs, or information that could identify a client. Describe situations generically: "a non-profit with grant revenue" not the actual organization name.