Run audits with more control. Give your team less chaos.
Audit programs, team responsibilities, client requirements, working documents, review and progress in one organised workflow. Your team knows what to do next. You know where every engagement stands.
- Guided onboarding included
- Your checklists, your process
- Clients see only what you send
Shree Ganesh Textiles Pvt Ltd
Cut-off testing approved by Rahul K. (Manager)
Bank statements · GSTR-1 & 3B · Trial balance · +5 more
via client portal · Arjun J.If your firm were audited on how it runs audits, the report might read like this.
It isn't about effort. Your team works hard. The work just lives in too many places, and nobody can see all of it at once.
See the management response ↓
Audit work scattered across Excel, email, WhatsApp and folders.
Context gets lost, and finding the latest version becomes a task of its own.
Days spent chasing client documents.
Requests go out by hand, reminders are inconsistent, and evidence arrives everywhere.
Partners keep asking, “Where are we on this?”
Status lives in people's heads, so every update means an interruption.
No one is sure who owns what.
Blocked work stays hidden until a deadline makes it obvious.
Every team audits a little differently.
Quality depends on who's on the engagement, not on how the firm works.
Checklists rebuilt for every audit.
The same Bank Statements, GST Returns and Trial Balance request, typed out again.
Review becomes the bottleneck.
Review points sit in emails and margin notes, with no trail of what was resolved.
Firm knowledge leaves with experienced staff.
How the firm audits is remembered, not recorded.
Budgets and workload are guesswork.
Hard to see which engagements are over budget or which people are overloaded.
One organised workflow.
Every observation, closed.
See what is pending and who owns it
Live status on every engagement
Start from reusable Audit Programs
Rules apply the right steps automatically
One client portal for every request
Standard lists pre-filled, sent by your team
Review connected to the work
Observations followed to closure
Assignment budgets by role and employee
Budget vs actual as the audit runs
Your method, captured as templates
New joiners follow the firm’s way from day one
Chasing status updates on WhatsApp
Nobody knows what is pending without asking
Rebuilding checklists for every audit
Copy, paste, hope nothing was missed
Client documents across five channels
Email, WhatsApp, pen drives, folders
Review points lost in email
No trail of what was raised or resolved
Budgets tracked in a spreadsheet, if at all
Overruns found at billing time
Firm know-how in senior heads
Leaves when they leave
Bring one of your checklists to the demo. We'll turn it into an Audit Program live.
The whole engagement in
seven clear stages.
Set your firm up once. Then every audit follows the same organised path, from program to the partner's final view.
Standardise your audit
Capture how your firm audits as reusable Audit Programs.
Who's involved: Partners, quality reviewers
See this stage in a demo- Audit Programs & checklists
- Applicability rules
- Audit Areas & Sub-Areas
Stop rebuilding the same client requirement list for every audit.
Define Bank Statements, GST Returns or Trial Balance once in your Audit Program. When the engagement begins, the assigned team member starts with the list, adjusts it for that client, and sends it through your normal client request process.
♙ Nothing reaches a client until your team presses send.
Send Standard Requirements
Shree Ganesh Textiles · Cash & Bank
- ✓Bank statements: all accounts, Apr 2025 to Mar 2026
- ✓GST returns: GSTR-1 & GSTR-3B
- ✓Trial balance as at 31 Mar 2026
- Fixed deposit receiptsNot applicable
- ✓Sanction letter for new CC limitAdded
Built around how CA firms actually run audits.
Not generic project management with an audit label. The Audit Assistant understands audit programs, SA references, due diligence, client requirement lists, budgets and review, because that's the work your team does every day.
Your process
Checklists become reusable programs
Your team
Clear ownership and budgets
Your clients
One portal for every request
Your view
Every engagement at a glance
Software that runs your audits.
People who help you get it right.
You don't just get a login. Every subscription includes the setup, program-building and training your firm needs to go live properly.
The Audit Assistant platform
- Audit Programs, rules & standard requirement lists
- Due diligence & engagement acceptance
- Assignment budgets by role & employee
- Audit Plans, allocation & task tracking
- Client requirements & client portal
- Evidence, review & observations
- Locked closed assignments & two-factor sign-in
- Live dashboards: activity, completion, profitability
Implementation & support
- 01Firm setup & implementation
Users, roles, departments, masters and numbering, configured with you.
- 02Audit Program build
We turn your existing checklists into programs, rules and requirement lists.
- 03Role-based training
Sessions for partners, managers, audit staff and admins.
- 04Go-live support
Hands-on help while your first live engagements run.
- 05Ongoing support
Help by email and WhatsApp. [Support hours]
Everyone gets the view they need. Nobody gets more than they should.
Know where every engagement stands.
- Progress across all audits at a glance
- Open review points and budget vs actual
- Productivity and profitability views
Client data deserves the same care you give the audit.
Separate firm spaces, role-based access, two-factor sign-in and locked closed assignments. Clients only ever see the requests you send.
Read Security & ControlsTenant separation
Every firm works in its own separated space.
Roles & permissions
Decide who sees and does what, down to the engagement.
Two-factor sign-in
An extra verification step at every login.
Locked assignments
Closed work protected from later changes.
Internal stays internal
Programs, rules and staff notes are never client-visible.
Activity trail
Review and comments stay with the work.
A package sized to your firm.
Onboarding included.
Professional
Rules, standard requirements, budgets, reports.
What happens in the demo?
We ask how your team runs audits, collects client documents and reviews work today, then walk through a practical audit scenario, not a generic product tour.
How do we get started after the demo?
Structured onboarding with our team: firm setup, users and roles, masters, and your first Audit Programs. Your team starts on real engagements, not an empty system.
Do we have to change how we audit?
No. Your existing checklists and methods are the starting point. We shape them into Audit Programs, so the system follows your process.
What do our clients see?
Only the requests your team sends through the client portal. Audit Programs, rules and internal process notes are never visible to clients.
Are standard requirements sent automatically?
No. The assigned team member reviews the pre-filled list, adjusts it for the client and chooses when to send.
How is it priced?
By firm size and setup. After the demo we recommend the right package and send a clear quote. See packages .
See how it would work inside your firm.
Tell us how your team handles audits, client requirements and review today. We'll show you the workflow on a practical audit scenario.