Across the things that matter
Clients, documents and tasks each carry their own history, so a question about any of them has an answer that does not depend on recall.
Activity Trail
Who did what, and when
The value of a compliance record is that somebody can check it later. AudiTax keeps an activity trail across clients, documents and tasks, so finished work can be explained rather than remembered.
Evidence for a review
When a supervisor, a client or a partner asks how something was handled, the sequence of what happened is already recorded.
Accountability without surveillance
The trail records what changed on the firm's records the working record of the practice, not a monitor on individuals.
Frequently asked questions
- What is recorded in the activity trail?
- Changes across clients, documents and tasks what changed, who changed it and when.
- Do tasks have their own log?
- Yes, each task keeps its own activity log.
- Can it be used as audit evidence?
- It supports your evidence by recording what happened in the system. Your firm decides how it is used in a review.
- Is the trail visible to the whole team?
- It follows your team's roles inside your firm's workspace.