Invite clients to a dedicated audit Flow. They don’t have to sign up, just verify their email. Since only invitees have access, you maintain a high degree of confidentiality. It’s both easy and secure.
You and your client use the Flow to share, request, and review items such as: financial statements, audit evidence, and compliance documents. Because it’s asynchronous, each team can work at its own pace and is notified when there are updates.
Instead of email, which is easily overlooked, use TakeTurns to promote accountability. Request reviews and evidence, ask questions, discuss complex issues, and track all audit actions and deadlines all from the same place.
Get a big picture of the entire engagement. See a complete timeline of all exchanged documents, requests, queries and communications. The audit trail helps demonstrate thorough due diligence and adherence to compliance standards.
When auditors use email, sensitive client information remains in email inboxes after the engagement is complete. Not with TakeTurns. All the content from the audit is automatically archived and removed after a grace period.
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