Engagement Workflow Builder
Customize workflows, assign tasks and track deadlines for audit and non-audit work. Keep responsibilities clear and every engagement moving.
Every engagement.
Under control.
One system for audit and non-audit engagements, from first request to completed work. Bring workflows, working papers, client files and reviews together so your team knows what to do next.
Built for small and mid-sized audit and accounting firms managing audits, bookkeeping, tax and other compliance engagements. Less chasing. Clearer progress. Organized documentation.
WHAT IT DOES. WHAT IT SOLVES.
Working Papers & File Repository
Keep working papers and engagement files organized in one shared repository. Track versions and spend less time searching for the right document.
Reviews & Sign-offs
Review work, record sign-offs and track notes and feedback. Make outstanding items clear before an engagement is completed.
Client Portal & Document Requests
Request documents and track client submissions in one portal. See what is missing and reduce repeated follow-ups.
Client & Team Messaging
Keep client and team conversations alongside engagement work. Resolve questions without losing context across separate chat threads.
Secure Inspection Access
Share archived audit engagements with inspectors through password-protected, limited viewing access. Provide the files needed for inspection with controlled access.
Capabilities 1–4 of 6