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Description
Enhance your audit procedures through automation to shorten the audit cycle, elevate team productivity, and strengthen relationships with clients using Audit Suite™. This innovative cloud-based platform consolidates and standardizes the audit documentation and PBC request processes. By implementing automated workflows and providing immediate visibility into the status of each request, your audits can be finalized more efficiently and with fewer complexities. Our user-friendly audit workflow solution streamlines the entire lifecycle of documentation requests, from initiation to completion, enabling your team to concentrate on activities that add value. Eliminate the hours wasted on emailing, as Audit Suite™ will automatically inform all relevant custodians when new documentation requests are created, send gentle reminders, alert you of overdue tasks, and notify you when support has been received. Additionally, the Audit Suite™ portal grants both your team and clients easy access to the current status of all PBC requests, all within a single, centralized hub, ensuring transparency and improving collaboration throughout the audit process. Ultimately, embracing this technology empowers your team to perform audits more effectively and fosters a more positive experience for clients.
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$12 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Audit Suite
Country
United States
Website
AuditSuite.com
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Product Features
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies