A client portal your clients actually use.
One place for requests, uploads, messages, and final deliverables — connected straight to the engagement.
12 requests · 3 open
One portal for requests, messages, and final deliverables — built into the AuditFile® audit platform.
Every request, tracked from asked to accepted.
Build request lists linked to an engagement or standalone — then keep every request moving with statuses the whole engagement team can see.
Linked to an engagement — or standalone
Attach a request list to an audit engagement, or run one standalone when the work calls for it.
Statuses, due dates, categories, and internal notes
Every request carries a status, a due date, a category, and internal notes for the firm.
A status audit trail on every request
Every status change is recorded on the request, so the history is always there to review.
Roll lists forward year over year
Start the new year from the old list — roll request lists forward and keep what worked.
Bulk-upload requests from Excel
Already keep the PBC list in a spreadsheet? Bulk-upload requests from Excel and go.
Into the binder, in one move
When responses come in, move client files straight into the engagement binder.
AI drafts the ask. AI checks the answer.
AI works both sides of the request — it drafts a tailored list for the firm, then compares every client response against what was asked.
A tailored request list from the trial balance
Generate a tailored request list from the trial balance with AI — a list that fits the engagement in front of you.
AI response checks on every upload
AI response checks compare what a client uploads against what was asked — a gentle pre-send hint for the client, and a review indicator for the firm.
Nothing lives in a separate silo.
The portal is part of the audit platform, so client collaboration and the engagement stay one system.
Give clients a portal that is part of the audit.
Requests, uploads, messages, and final deliverables — connected straight to the engagement.