A request list per engagement
What you need from a client is raised as tasks against that client, so what is still outstanding is visible rather than remembered.
Audit Firms
Evidence collected once, and still there at inspection
Audit files are judged long after the work is done, usually by somebody who was not there. AudiTax keeps the requests, the evidence and the record of who did what against the engagement itself.
Evidence attached to the engagement
Everything collected sits in the Document Vault against the client searchable, password-protected where it matters, and access-controlled inside your firm's workspace.
A review trail that holds
The activity trail records who changed what and when across clients, documents and tasks. That record is what makes a file defensible after the fact.
Features this practice leans on
Frequently asked questions
- Is this audit software with sampling and working papers?
- No. AudiTax manages the engagement the client, the requests, the documents and the trail. Your audit methodology and working-paper tooling stay in place.
- Can two auditors work the same engagement?
- Yes. Tasks are assigned across your team and each carries its own activity log.
- Is client data separated between firms?
- Yes. Each firm works in its own workspace, and firms are isolated from one another.
- Can we export completed work?
- Completed task export is available on the plans that include it.