Your clients trust you with their records. You should be able to trust where they live.
Audit Assistant is built around clear boundaries: between firms, between roles inside your firm, and between your internal work and what clients can see.
01Separated firm spaces
02Role-based access in your firm
03Controlled client visibility
Tenant separation
Each firm works in its own separated space. One firm's engagements, clients and documents are not visible to another.
Roles & permissions
Your firm admin decides what partners, managers, reviewers and team members can view and change.
Internal stays internal
Audit Programs, rules and staff-only process notes and attachments are never exposed through the client portal.
Deliberate client requests
Requirements reach a client only when a team member reviews and sends them. Nothing is sent automatically.
Activity trail
Review activity, observations and comments remain connected to the work they relate to.
Locked closed assignments
Once an assignment is closed it can be locked, protecting completed work from later changes.
Two-factor sign-in
An extra verification step at login, on top of each user's password.
User controls
Admins can add, modify or flag users and change access as people join, move or leave.
Who sees what
A clear line between your firm and your client.
Inside the firm, access follows the roles your admin configures. The client line is fixed.
Information
Partner
Manager / Reviewer
Audit Team
Client
Audit Programs & rules
Per role
Per role
Per role
Never
Staff-only process notes & attachments
Per role
Per role
Per role
Never
Engagement workspace, evidence, review
Per role
Per role
Assigned work
Never
Requests sent to that client
Per role
Per role
Assigned work
Their own requests only
Firm reports & analytics
Per role
Per role
Per role
Never
Hosting, backups & compliance
The details your IT team will ask about.
We publish only what we can verify. For anything not listed here, ask us during the demo and we'll answer in writing.
