CLIENT CONNECT
Your Client
Our Responsibilty
Manage client Syncronization from one space
Checklist-Based Requests
Clients receive structured requests in a checklist format — making it easy to see what’s pending, completed, or overdue.
Centralized Communication
No more juggling Excel, Word, emails, and phone calls. Everything lives in one platform.
History & Audit Trail
Clients can view past submissions, conversations, and versions — promoting accountability and documentation.
CLIENT ONBOARDING and synchronization
Win Clients with
Smarter Collaboration
Whitelabeled Client Portals
Offer your clients a fully branded experience — with your firm's logo, colors, and custom domain, powered by AuditBrew.
Real-Time Auditor ↔ Accountant Sync
Seamless two-way collaboration between auditors and accountants — synchronize queries, updates, and documentation instantly.
End-to-End KYC for All Stakeholders
Automate KYC collection for companies, shareholders, and directors in one unified flow — with clear separation and compliance tracking.
Document Exchange
Effortless document sharing with intelligent syncing, referencing, and version history — no more chasing clients or digging through folders.
OUR APPROACH
Tailor Every Engagement
Customize your audit flow, templates, and checklists to match your firm's exact methodology and standards.
Smart Mapping & Controls
Configure trial balance imports, automate mapping, and adjust classifications with built-in intelligence.
Automated Audit Tasks
From lead sheet generation to procedure suggestions—automate repetitive tasks and free up reviewer time.
One Unified Audit Workspace
Store all files, working papers, client responses, and progress tracking in one centralized, secure location.
WE AUDITORS LOVE METRIX
Prevent Yourself From
Email Threads and Data Breaching
FEATURES
Centralized Document Hub
Excel & Word Plugin Integration
Real-Time Client Collaboration
AI-Powered Work Automation
Cell to Excel Referencing
Working Paper Refrencing
Query & Status Tracking
Engagement Customization
Secure & Permission-Based Access
Region Standard Based Customization
Version Control & Audit Trail
Dashboard for Engagement Overview
RETHINK COLLABORATION
Improve Collabolration
With your Audit Team
Real-Time Collaboration
Audit Memos
Client-Auditor Sync
Role-Based Access Control
Document Referencing
Version Control
NEXT UP
Everything you need to do an audit more Quickly
Audit Workspace
Manage and execute audit tasks efficiently.
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SmartSync Word
Microsoft Word connect with auditbrew for smart workpapers and financial statements.
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SmartSync Excel
Microsoft Excel connect with auditbrew for cross-refrencing.
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Book A Free Trial

Talk with our team to learn how we can scale your auditing systems, with less effort.