Status gets rebuilt before every call
The team checks request lists, email threads and client notes before it can say what is still open.
Project Management with the client
Coordinate audit projects with your clients
Give clients one place to see what needs action next. Give your audit team one place to see what is open, blocked or ready to review.
- Client to-dos with owners and due dates
- Messages tied to the audit context
- Shared status, blockers and next steps
- Links to PBC and confirmation work
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
The problem
The client side of the audit is often the part no one can see clearly
Your internal plan may be up to date. The client still sees requests, reminders, emails and calls. Someone has to turn all of that into a status picture before the team can move.
To the client, the engagement stops feeling professional.
Clients are left to infer priorities
Requests, reminders and follow-up questions arrive in different places. The client has to decide what matters first.
Questions move away from the work
A blocker starts in one message, moves to a file comment and gets summarized again later.
Shared workspace
Give the client one clear front door into the audit
Auditi Project Management sits beside PBC and confirmations. It gives the client-facing part of the engagement a branded workspace without replacing your audit suite or internal planning tool.
Shared status
Show what is open, blocked or ready to review before the next client call.
Client-facing to-dos
Keep owners, due dates and progress visible for the people doing the work.
Messages in context
Keep questions next to the project instead of buried in email threads.
Linked audit work
Tie coordination back to PBC requests, confirmations and supporting links.
How it works
A practical rhythm for the work both sides share
The project space gives your team a controlled way to coordinate client participation while giving the client a simple view of what needs attention.
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Create the engagement space
Set up the project with the client, scope, key contacts and the areas that need coordination.
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Invite the right client users
Give selected client contacts access to the work they need, without exposing internal audit planning.
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Assign the client-facing work
Turn requests, follow-ups and decisions into visible tasks with owners and due dates.
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Resolve blockers in the project context
Discuss open questions where the status, files and linked audit work are already visible.
Control
Show enough for the client to act while keeping internal audit work separate
Auditi gives both sides structure without turning your client into a user of your internal project system.
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Client-ready status
Share the status the client needs, without exposing internal review notes or workpaper detail.
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Scoped access
Invite selected client contacts and firm users into the project space that applies to them.
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Connected audit work
Point clients to the request list, confirmation set or supporting link that needs their attention.
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Branded experience
Give clients a professional workspace that can reflect the audit firm brand.
Where it fits
Client project management is the layer between your team and the client
Auditi stays focused on the part of the engagement both sides share. Your audit methodology, workpapers and internal review process can stay where they live.
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Not a full audit suite
Use Auditi for coordination, evidence requests and client work that both sides need to see.
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Not an internal-only task board
The client can understand and act without learning your internal project system.
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Not a loose file portal
Tasks, messages, status and links give uploaded files the context the audit team needs.
Where it does fit
A shared client-facing layer for the audit
Use it for the work both sides need to see: client tasks, project messages, blockers, status and links to PBC requests and confirmations.
Questions
Common questions about client project management
Does this replace our audit software?
No. Auditi is the client-facing engagement layer. It coordinates the work that needs client participation and can sit beside your workpaper system and audit methodology tools.
What does the client actually see?
Clients see their tasks, messages, status and links in one place. The workspace is built for participation in the audit, not for exposing them to your internal planning system.
How is this different from PBC?
PBC manages structured document requests. Client Project Management manages the broader coordination around the engagement: tasks, blockers, messages, status and links to the audit work.
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
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Give clients one place to act
Client tasks, messages, blockers and next steps stay in a workspace they can actually use.
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Bring client-facing audit work together
PBC requests, confirmations, project links and status updates stay connected to the engagement context.
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Spend less time rebuilding status
Your team can see what is open, blocked and ready to review without another spreadsheet or status call prep.