New: Standard Requirement Lists. Stop retyping the same client document list for every audit. See how it works
Set up once. Then every engagement follows the same seven stages, so your team always knows the next step and you always know the status.
Add your people, structure and access rules, plus the master data every engagement draws on. We do this with you during onboarding.
Turn your checklists into Audit Programs: sections, checklist items, rules for when each step applies, and the documents you usually need from the client.
Create the Audit Plan for the client and period. The relevant work is generated from the program into a structured Audit Workspace.
Assign sections and tasks with due dates. Each team member sees their own list; the manager sees the whole picture.
The assignee opens Send Standard Requirements, reviews the pre-filled list, edits, removes or adds items, and sends it through the client portal. Ad-hoc requests go the same way.
Nothing is sent automatically. Your team decides what goes and when.
Work through each step with documents, evidence and comments attached right there, and the firm's guidance beside it.
Reviewers raise observations, discuss them on the work itself, and follow each to closure, with a trail anyone authorised can follow.
See where each engagement stands, and how the practice is doing: workload, time, productivity, profitability and resource plans.
Onboarding is structured and done with you, so your first engagements run on your own programs.
See the workflow on a scenario like yours.
A package and quote sized to your firm.
Users, roles, masters and settings.
Your checklists shaped into Audit Programs.
Role-by-role walkthroughs.
Real audits, with support on hand.
Bring an existing checklist. We will walk through a practical example.
