Auditor Information & Document Request Manager

Organise audit information requests without losing their status or supporting versions. This application is designed to coordinate responsible staff, supplied files and follow-up questions against the auditor's agreed request list.

Best suited to

Businesses coordinating information for their appointed auditors.

What you can manage

• Maintain the information and document request list.
• Assign an owner to each requested item.
• Record the files supplied in response to the request.
• Track follow-up questions and the answers provided.
• Maintain version and completion information for the delivery.

A practical workflow

Review the request list and assign the appropriate document owners. Collect and check the responses, record the version supplied and follow remaining questions until the requested item is agreed as complete.

Why this workflow matters

A working file is valuable when another reviewer can understand how its conclusion was reached. Connecting balances, supporting documents and review responses helps the practice distinguish completed work from unresolved matters. The responsible accounting professional remains accountable for the judgement and advice represented by the final file.

Working with your records

Set the engagement scope and required review responsibilities before relying on a client workflow. Check documents, dates and delivery requirements with the responsible practice team. The application supports the organisation and preparation of accounting work; it does not supply an accounting engagement, audit opinion or tax advice to the practice's clients.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.