5 Great Audit Email Templates To Copy & Paste

Sending audit emails can feel complicated, but the right words make all the difference. We've put together five essential templates to help you communicate with confidence during any audit process.

Using a template provides a clear framework, ensuring you can focus on the message without second-guessing the structure.

Tips for Writing Audit Emails

• Be direct and specific. State the audit's purpose, the period it covers, and exactly what you need upfront. Instead of a vague request, try something like, "Please provide all accounts payable invoices from Q3 2023."
• Set clear expectations. Give a brief overview of the audit timeline and what the recipient can expect. A clear roadmap reduces anxiety and helps everyone prepare, minimizing back-and-forth emails.
• Maintain a neutral tone. An audit is a review, not an accusation. Stick to objective, fact-based language. This keeps the process professional and collaborative rather than confrontational.
• Make your requests easy to follow. If you need multiple documents, use a numbered or bulleted list. This simple organization makes it much easier for the recipient to track and fulfill your request accurately.
• Include a clear call to action. End your email by telling the recipient exactly what to do next. Whether it's uploading documents by a specific date or scheduling a follow-up call, a clear directive keeps the process moving forward.

Types of Audit Email Templates We Will Cover

1. Internal Audit Notification Email Template
2. External Audit Request Email Template
3. Audit Findings Report Email Template
4. Audit Follow-Up Email Template
5. Audit Schedule Confirmation Email Template

5 Audit Email Templates

1) Internal Audit Notification Email Template

<template>

Subject: Upcoming Internal Audit of [Department/Process Name]

Hi [Recipient Name],

This email is to notify you that the internal audit team will be conducting a review of the [Department/Process Name]. The audit will cover the period from [Start Date] to [End Date].

The purpose of this audit is to [e.g., assess the effectiveness of our current controls, ensure compliance with internal policies, or identify opportunities for process improvement]. Our goal is to work together to strengthen our operations.

We anticipate the audit fieldwork will begin on [Start Date of Audit]. To get started, we will need the following information by [Due Date]:

• [List of initial documents or access required]
• [Another document or access requirement]

We will reach out early next week to schedule a brief kickoff meeting to discuss the audit process and answer any questions you may have. We look forward to collaborating with you and your team.

Best regards,

[Your Name]

[Your Title, e.g., Lead Internal Auditor]

[Internal Audit Department]

[Company Name]

</template>

2) External Audit Request Email Template

<template>

Subject: External Audit for [Company Name] - Fiscal Year [Year]

Hi [Client Name],

My name is [Your Name], and I will be your lead auditor from [Your Firm’s Name] for the upcoming fiscal year audit. We are looking forward to working with you and your team.

This email is our formal request to begin the audit of [Company Name]’s financial statements for the period ending [Fiscal Year-End Date]. The primary objective is to conduct the audit in accordance with [e.g., Generally Accepted Auditing Standards] and express an opinion on the financial statements.

To help us prepare for fieldwork, please provide the following documents by [Due Date]:

• [List of initial documents, e.g., General Ledger]
• [Another document, e.g., Bank Statements and Reconciliations]
• [Another document, e.g., Fixed Asset Register]

We would like to schedule a brief kickoff meeting next week to introduce our team, outline the audit timeline, and answer any questions you may have. Please let us know what day and time works best for you.

Thank you,

[Your Name]

[Your Title, e.g., Senior Auditor]

[Your Firm's Name]

[Your Phone Number]

[Your Email Address]

</template>

3) Audit Findings Report Email Template

<template>

Subject: Audit Findings for [Department/Process Name] - [Audit Period]

Hi [Recipient Name],

Thank you and your team for your cooperation during the recent audit of the [Department/Process Name]. We have completed our review for the period [Start Date] to [End Date], and the detailed report is attached.

The report outlines our findings, observations, and recommendations designed to strengthen your processes. We identified a few key areas that require attention:

• [Key Finding #1 with a brief, neutral description]
• [Key Finding #2 with a brief, neutral description]
• [Key Finding #3 with a brief, neutral description]

We would like to schedule a meeting to discuss these findings in more detail and collaborate on an action plan. Please let us know what time works best for you next week.

We look forward to working with you to implement these improvements.

Best regards,

[Your Name]

[Your Title]

[Your Department]

[Company Name]

</template>

4) Audit Follow-Up Email Template

<template>

Subject: Follow-Up on Audit Action Plan for [Department/Process Name]

Hi [Recipient Name],

I’m writing to follow up on our discussion regarding the audit findings for the [Department/Process Name] and the action plan we outlined on [Date of Previous Meeting/Communication].

Could you please provide an update on the progress of the corrective actions we agreed upon? Specifically, we're interested in the status of:

• [Action Item #1 from the plan]
• [Action Item #2 from the plan]
• [Action Item #3 from the plan]

If you've run into any challenges or need additional support from our team, please let us know. We are here to help ensure a smooth implementation.

Please send your update by [Requested Date] so we can keep our records current. Thank you for your continued focus on strengthening our processes.

Best,

[Your Name]

[Your Title]

[Your Department]

[Company Name]

</template>

5) Audit Schedule Confirmation Email Template

<template>

Subject: Confirmation of Audit Schedule for [Department/Process Name]

Hi [Recipient Name],

This email confirms the audit schedule we discussed for the [Department/Process Name]. We appreciate your help in getting these dates finalized and are ready to begin.

Here is a summary of the key dates and times for your reference:

• Kickoff Meeting: [Date] at [Time] in [Location/Conference Link]
• Fieldwork Period: [Start Date] to [End Date]
• Key Audit Team Contact: [Auditor's Name]

Please review the schedule and let us know if any conflicts arise. We look forward to a productive and collaborative audit process.

Best regards,

[Your Name]

[Your Title]

[Your Department/Firm]

[Company Name]

</template>

What About Using Flodesk?

These five audit email templates offer a solid framework for your communications, and a tool like Flodesk can streamline the entire process. We provide intuitive email marketing tools designed for small businesses, allowing you to manage and grow your email list without needing technical expertise. You can create, send, and automate emails that effectively engage your audience and support your business goals.

Thousands of businesses use Flodesk because we focus on making professional email marketing straightforward. Our platform includes an easy-to-use email builder, effective automation workflows, and clean, well-designed forms. Flodesk equips you with everything necessary for a successful email strategy, removing the usual complexity from the equation.

Wrapping Up

Clear communication is key during any audit, and these templates provide a reliable starting point.

Ready to elevate your business emails? Sign up for Flodesk to create and manage your communications with ease.