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.