Dashboard/Recent Activity
Quickly see what the team is working on and what has been completed in the audit recently on the audit project dashboard.
Documentation Organization
Upload and store unlimited supporting audit evidence, in any file format, properly associated with the applicable audit step.
Status Reporting
The project status report is prepared automatically in real-time and downloadable as a PDF. Never waste time with status updates again.
Supervisor Reviews
Assign audit work to others for review. All items currently awaiting your review trigger email notification and appear in the review queue.
Request Lists
Prepare request lists, track open requests, collaborate to prevent duplicate requests, and send follow-up email reminders.
Audit Findings
Track findings identified, aggregate across the project, share them with management, assign severity, and get management responses.
Project Wide Search
Search everything in the audit from one central place with a simple "Google-style" search box.
Archiving/Rollforwards
Archive completed audits and roll archived audits forward to carry over all data and documents to next year's audit. Also used for "template" audits.
To-Do Items (Review Notes)
Assign, receive, and comment on to-do items for organized, effective audit team communication. Use as both to-dos and review notes.
Project-Level Access
Use simple access roles to assign specific access for each person within each individual audit. Restrict access to read only where necessary.
Internal Control Audits
Conduct audit procedures for control-based audits (e.g. Narratives, Walkthroughs, Risk Control Matrices, and Testing)
Workplan Audits
Conduct audit procedures for workplan based audits (e.g. Prepare Risk-Based Audit Plans, Execute Audit Plans, etc.)