CLIENT CONNECT

Your Client
Our Responsibilty

Manage client Syncronization from one space

Request A Demo

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 MATRIX

Prevent Yourself From
Email Threads and Data Breaching

Book a Demo

FEATURES

Easy Client Sync

On-Site KYC

Real-Time Client Collaboration

Accounitng Data Import/Access

Real-Time Document Sharing

No-more Email Threads

Query & Status Tracking

Client and Auditor Integrity

Secure & Permission-Based Access

Region Standard Based Customization

Version Control & Audit Trail

Dashboard for Engagement Overview

RETHINK COLLABORATION

Improve Collabolration
With your Audit Team

Book a Demo

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.

Learn More

SmartSync Word

Microsoft Word connect with auditbrew for smart workpapers and financial statements.

Learn More

SmartSync Excel

Microsoft Excel connect with auditbrew for cross-refrencing.

Learn More