Protect your clients' most sensitive data
with enterprise-grade security:

Protect your clients' most sensitive data
with enterprise-grade security:

Built on an ISO 27001-certified infrastructure and platform.

Stop chasing files across emails and cloud folders. Keep your PBC process organized and your clients happy.

Trusted by 500+ firms, including Baker Tilly, RSM, and Crowe:

Trusted by 500+ firms, including Baker Tilly, RSM, and Crowe:

Infrastructure & application security

Infrastructure & application security

Host your clients' critical data on ISO 27001-certified infrastructure with industry-leading protection:

Host your clients' critical data on ISO 27001-certified infrastructure with industry-leading protection:

Host your clients' critical data on ISO 27001-certified infrastructure with industry-leading protection:

Real-time threat monitoring prevents unauthorized access to your data

Enterprise-grade firewalls and DDoS protection ensure stability and uptime

Regular security testing safeguards against potential vulnerabilities

Redundant systems and automated backup sensure 99.99% uptime

Regular security testing safeguards against potential vulnerabilities

Redundant systems and automated backup sensure 99.99% uptime

Access control & authentication

Access control & authentication

Configure enterprise-grade authentication and access policies that match your security requirements:

Configure enterprise-grade authentication and access policies that match your security requirements:

Configure enterprise-grade authentication and access policies that match your security requirements:

SSO integration streamlines user management across your organization

Flexible two-factor authentication can be enforced to match your security policies

Custom password rules and IP whitelisting let you control who can access the platform

Detailed audit logs track and document every action taken in the system

SSO integration streamlines user management across your organization

Flexible two-factor authentication can be enforced to match your security policies

Custom password rules and IP whitelisting let you control who can access the platform

Detailed audit logs track and document every action taken in the system

Data privacy & ownership

Data privacy & ownership

Maintain complete control over your clients' data and privacy settings:

Maintain complete control over your clients' data and privacy settings:

Maintain complete control over your clients' data and privacy settings:

Your firm retains full ownership and control of all client data

Bank-grade encryption protects data both in transit and at rest

Project-level access controls prevent unauthorized data sharing

Want to dig deeper into security?

Want to dig deeper into security?

Get more answers — book a 30-minute demo with our solution expert to see how Auditi can help your firm stay secure and compliant.

Get more answers — book a 30-minute demo with our solution expert to see how Auditi can help your firm stay secure and compliant.

Give your clients a better experience
while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

Give your clients a better experience
while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

Give your clients a
better experience while making your team more productive

Impress clients

Show clients you're investing in their experience with modern, professional tools.

Equip your team

Give your team the same quality tools the Big 4 firms employees are enjoying.

Faster doc collection

Cut document collection time by 75% and takeon more clients without hiring.

Secure and compliant

Keep confidential files secure and in one simple, secure place.

The platform for auditors and their clients.

Auditi – Made for auditors.

The platform for auditors and their clients.

Auditi – Made for auditors.

The platform for auditors and their clients.

Auditi – Made for auditors.