With Auditi, a platform that simplifies your workflow and brings communication, collaboration and secure file exchange together.
Why Auditi
Auditors, accountants, and other professionals, must request lots of information from their clients before they can begin their engagement. But typically, the process is very messy!
A mix of tools and spreadsheets are used.
Hundreds of back and forth emails are sent.
Communication becomes painfully slow as employees take leave.
Many hours are spent chasing clients for files instead of on productive tasks.
Vital information is missing, which only becomes apparent later on.
Sensitive files get shared by unsecure means.
And no-one really knows what’s going on, not least the client that has a terrible experience before the real work even begins...
How we compare
See how much time and stress you could save with a simplified information request workflow.
Your firm uses a mix of multiple tools, file-sharing sites, USB sticks, emails, spreadsheets, etc.
Your firm centralizes communication, collaboration, and file exchange on one platform – Auditi.
Your firm compiles a looong custom request list for every client engagement.
Your firm uses a template to save time and ensure no information is missing.
Your firm sends hundreds of back and forth emails to request specific files from clients.
Your firm sends zero emails to request files
Your firm and your client have no clear overview of which files have already been sent and what’s outstanding.
Your firm and your client can see the real-time status of all file requests from the Auditi dashboard.
Your firm has no idea of which employee they should request each file from.
Your client identifies the right employee to deal with each file request, assigning them user access and the task.
Your client sends sensitive information through unencrypted emails, while your firm downloads the files on multiple computers.
Your firm receives files securely through Auditi, and can preview them without the need to download them.
Your firm wastes hours searching for files scattered across multiple employees, some of which may be on vacation.
Your firm can find any file they need on Auditi, where they’re neatly organized and categorized.
Your client has a bad experience before your engagement has even properly begun.
Your client feels impressed by how smooth and efficient your workflow is.
Two of our customers measured the time savings themselves and were able to reduce the time spent by an average of 75%.
Auditi is web-based so any remote-working employees can easily access it.
All data is encrypted and stored on ISO certified servers so you can be confident that no-one else has access to it.
Auditi is modern, user-friendly software that doesn’t require any training or consulting to use.
No more switching between emails, spreadsheets and file sharing sites – everything can be done within Auditi.
Schedule a demo and have everything set up today – with no consulting upsells or lengthy sales process.
Save hundreds of admin hours by reducing back and forth communication and getting the files you need quicker.
Your clients can feel assured that their confidential files are fully secure. All data exchanges are end-to-end encrypted and hosted on ISO 27001 certified servers. And within Auditi, you can use individual access controls to restrict who has access to each file request.
Encryption in transit and at rest
DATEV Hosting (ISO 27001)
GDPR / ePVO Compliant
Access Controls