We are an outside CPA firm, and we perform ICFR (SOX) testing for for several entities that use Workiva. We are trying to understand how to coordinate our testing within the Workiva platform. My understanding before reading articles in the Help section was that the entities would give us access and we could view their ICFR control matrix and make requests and include our testing within Workiva. Now I'm not sure if that will work or if we need to set up ourselves so that we are more in the lead vs. the entity as far as setting up, granting permissions, etc. Any ideas or good articles/training would be appreciated.
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