PBC Request Process, Automated

Improve audit processes with automation to reduce audit cycle time, boost your team’s efficiency, and improve client relations with Audit Suite™.

What is Audit Suite™?

Audit Suite™ is a cloud-based platform that centralizes and standardizes the audit documentation and PBC request process. Through automated workflows and real-time views on the status of each request, your audits will be completed more timely and with less complexities.

Audit Suite™ Features

Automated Workflows

Automated Workflows

Our intuitive audit workflow solution is designed to simplify and manage the audit documentation request lifecycle from request initiation through closure, allowing your team to focus on value-add activities.

Alerts and Notifications

Alerts and Notifications

Save hours of sending emails and let Audit Suite™ notify all request custodians when new documentation requests are added, send friendly reminders, past due notifications, and notify you when support is received.

Easy Navigation

Easy Navigation

The Audit Suite™ portal allows your team and clients to easily access the real-time status of all your PBC requests in one central location and quickly locate the support you need when you need it.

Import and Export Data

Import and Export Data

All list data can easily be imported from or exported to a spreadsheet format. Additionally, all provided documents can quickly be downloaded with the document name prepended with the unique request ID to make files easy to organize and share.

State-of-the-Art Security

State of the Art Security

Developed with online banking equivalent security, Audit Suite™ is hosted at a SOC 1 and 2 compliant and ISO 27001 Certified datacenter. Our platform is also secured with end-to-end encryption, including all data in-motion and all data at-rest.

Improved Client Relations

Improved Client Relations

The centralized Audit Suite™ platform reduces errors of sending duplicate requests or missing client comments and emails. As a result, your clients will love the easy-to-use central platform so they have a real-time view of what you need and when you need it.

Easy to Learn and Simple to Use

Centralized Processes Reduce Errors and Increase Productivity

What's Included

Multi-factor Authentication

Multi-Factor Authentication

Add an extra layer of security with multi-factor authentication. Requiring users to enter a unique code delivered via text, protecting your data from unauthorized access.

Drag-and-Drop Upload

Drag-And-Drop Uploads

Your audit clients will love how easy it is to use Audit Suite™, with drag-and-drop upload functionality, they can quickly provide the requested documentation to support your audits.

Streamlined Communication

Streamlined Communication

You and your audit clients no longer need to exchange countless emails, Audit Suite™ gives you and your clients the ability to exchange comments and questions within each request item.

Privacy On-Demand

Privacy On-Demand

Robust access controls allow you to restrict access to individual documentation requests or to entire audits. As a result, your team can effectively enforce the principle of least privilege and only permit access to sensitive documents on a need to know basis.

Custom Categorization

Custom Categorization

Custom categorization enables you to organize the audit request lists to align with your annual audit plan, special projects, specific clients. As a result, it is easy to manage your audit request lists and quickly apply filters or search to find the request you’re looking for.

Custom Categorization

User Access Management

Dynamic access roles allows you to designate administrator access to select individuals within your organization. The chosen administrators will have the privilege to easily add, modify, and remove users from the Audit Suite™ portal.

Onboarding is as Easy as 1-2-3

1

Account Set-up

We create your account, add your users, and train your administrators.

2

User Training & Onboarding

We send an introduction email to all users with our quick reference guide and links to short training videos.

3

Turn the Key

You’re now ready to import your current request lists and let Audit Suite™ do the work for you!

Get Started Now

Contact Us to Get Started

If you’re ready to transform your audit process or if you would like some more information on Audit Suite, please complete the form below and we will get back to you as soon as possible!







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