About the firm
Founded in 1940, Tanner LLC is one of the top 100 accounting firms in the United States, with offices in Salt Lake City and Lehi, Utah. The firm supports a broad client base across manufacturing, distribution, software and technology, healthcare, construction, nonprofit, and more.
Tanner is known for delivering complex audits with precision and agility. As Utah’s premier independent public accounting firm, the team embraces a collaborative and technology-forward approach that prioritizes quality and efficiency, emphasizing client service by leveraging technology solutions that allow its professionals to focus time and effort where it truly matters.
The challenge: Heavy manual effort in a fast-moving audit environment
Before Trullion, Tanner’s audit teams faced growing inefficiencies caused by legacy processes and labor-intensive testing. Teams were performing invoice-by-invoice detail tests, checking financial statements by hand, and manually extracting key data from lease and debt agreements—slowing delivery and limiting how effectively staff could scale across audits.
The firm was looking for more than a point solution—they needed a strategic technology partner to help streamline tasks, elevate audit consistency, and empower staff to focus on critical thinking and analysis.
The solution: Cloud-native automation tailored for assurance workflows
Tanner selected Trullion for its cloud-native architecture, flexible feature set, and clear commitment to innovation. The platform’s web-based interface made adoption simple and intuitive, with no need for complex installations or Excel-based add-ins.
Initially adopted for OCR and detail testing, Trullion quickly expanded into revenue testing, financial tie-outs, and data extraction from agreements. Its financial statement suite became a favorite among managers for its accuracy and speed.
How Tanner uses Trullion today
Trullion is now integrated across core assurance workflows at Tanner, helping teams save time and deliver better outcomes through automation:
With Trullion, Tanner’s teams are not just moving faster—they’re gaining consistency, scalability, and visibility across the engagement lifecycle.
The results: Measurable time savings and increased employee bandwidth
Since adopting Trullion, Tanner has reduced the time spent on manual audit tasks by up to 50 percent. Tasks like testing invoice samples or tying out disclosures, which once took hours, are now completed in minutes—especially during peak busy season.
Trullion’s intuitive UI has driven steady adoption across seniors and staff, with new hires getting up to speed quickly.
For Tanner, the biggest benefit goes beyond speed: Trullion supports a higher standard of audit quality by allowing staff to focus more energy on analysis and decision-making.
A true partnership in innovation
Tanner’s leadership sees Trullion not only as a software provider, but as a responsive partner committed to listening and building around real user needs.
That collaboration has led to enhancements across core features and created a strong sense of alignment between both teams.
What’s next
Looking forward, Tanner plans to expand Trullion into new business lines such as tax and advisory, where similar opportunities exist to automate repetitive document work and improve operational efficiency. Tanner’s advice to firms evaluating audit tech is simple: invest in tools that build skills, not just speed.
