Files arrive without request context
A folder may contain the document, but the team still has to match it to the right request, version and reviewer.
PBC - Provided by Client
Request, track, and receive everything
- Structured request lists with owners and due dates
- Client uploads tied to the right request
- Comments, versions and status in context
- Exports with the evidence trail intact
Trusted by 500+ audit firms, including Baker Tilly, RSM and Crowe
The problem
The evidence may arrive, but the context often does not
A spreadsheet can describe what you need. It does not give the client one place to answer, upload, delegate and see what is still open. That gap creates follow-up for the firm and uncertainty for the client.
To the client, the engagement stops feeling professional.
Questions leave the evidence trail
Clarifications move through email and chat, then have to be summarized again before review.
Status depends on manual reconstruction
Before each checkpoint, someone checks uploads, comments and reminders to understand what is still missing.
Document collection & management
Keep every request in one list, with the file and status attached
When requests live in spreadsheets and files arrive through email or shared folders, the team still has to prove which document belongs to which item.
Auditi's document management gives you complete control:
- Create standardized templates for recurring audits
- Easily assign preparers and reviewers
- Set due dates and send automatic reminders to clients
- Track versions and maintain a detailed audit trail
- Organize files by request type, deadline, or custom structure
Set up a new request list in seconds
Client communication
Keep questions, files and decisions with the request they belong to
When follow-up happens in email, context moves away from the work and both sides have to reconstruct what changed later.
Auditi's communication tools put everything in context:
- Comment directly on specific requests and files
- @mention team members and reference documents
- Let clients drag & drop files into specific requests
- Keep full conversation history with each request
- Get notified instantly about responses and updates
- Notify clients daily without spamming their inbox
The client uploads documents and answers your questions
Project management & tracking
Show both sides what is open, waiting for review or complete
Status meetings and tracker updates should not be the only way to understand what is missing, overdue or ready for the audit team.
Auditi's project management keeps your entire team aligned:
- Preview documents instantly in your browser
- Check received files and mark them as "Seen"
- Track status of every request in real-time
- Get instant notifications about new files and comments
- Filter and search across all projects and requests
Track the status from individual documents to the entire project
Documentation & export
Keep the evidence trail ready for review
Files, comments and status changes are harder to explain when they are spread across inboxes and folders.
Auditi creates complete, peer-review-ready documentation:
- Export structured documentation packages in one click
- Get every file, comment, and activity organized by request
- Track document versions with complete change history
- See when requests were made and files were delivered
- Access full conversation trails for each file and request
Export documentation by request
Exports that keep the evidence trail readable
Automatic version history
Track every file update with proof of who made what changes and when. Get full context for every document.
Structured Excel exports
Get documentation organized and easy to review, with every request and response in a clear context.
Comments in context
Questions and answers stay tied to the right request, so the export shows the path behind each file.
More PBC controls that keep requests moving
Project status tracking
See progress at a glance. Clear indicators show what's pending, under review, or complete.
File uploads and online preview
Let clients securely upload files with instant preview. No more digging through emails or cloud folders.
Project & document comments
Every discussion stays with its document. Questions and updates are easy to track and reference.
Automatic audit trail for every project
Complete documentation of all activities. Get structured exports with detailed logs.
@mentions for people and files
People and files in the project can be referenced and tagged. No need to explain which file you’re speaking of.
Client user access and delegation
Let clients assign tasks to their team members. The right people get access to exactly what they need.
Changes and updates overview
Every request’s activity is neatly organized. Tasks and comments that are new for you are easy to see.
Due dates and reminders
Set deadlines and automate follow-ups. Keep projects moving without manual intervention.
Templates and Roll-forward
Import your lists or start with ours. Roll forward previous requests and maintain consistency across teams.
Your clients will thank you
Jan, Svenja and Daniel from Auditi will get back to you right away.
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Give clients a clear checklist
They can see what is requested, who owns it and where to upload the file.
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Keep follow-up in context
Questions, files, versions and comments stay with the request that created them.
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Make review easier to document
Status, history and exports show the path from request to response without another tracker.