Client Portal
Empower your clients with a dedicated portal for managing audit-related tasks, including document uploads, query responses, and real-time progress tracking, ensuring a smooth and efficient collaboration
Enhanced Collaboration
Know Your Client (KYC)
Clients can easily fill in and edit KYC fields, with data linked to the audit portal.
Shared Libraries
Shared library where both auditor and client can access and manage documents collaboratively.
Boost Client-Auditor Interaction with Our Portal Tools
Sheetsway's Client Portal is equipped with features designed to facilitate effective audit collaboration. From document uploads to shared queries, every tool is aimed at improving accuracy and efficiency in the audit process.
Customizable Shared Metrics
Auditors can customize and share key metrics for better visibility and understanding.
Shared Queries
Clients and auditors can manage and respond to audit queries collaboratively in real-time.
Document Uploads
Clients can upload necessary documents directly to the portal for auditor review.
Progress Tracking
Clients can monitor the progress of the audit process, ensuring they are always informed.
KYC Management
Clients can fill in and edit KYC fields, with data linked to the audit portal for seamless integration.
Notifications and Alerts
Receive real-time notifications and alerts for any updates or required actions.
Secure Messaging
Clients can communicate securely with auditors, ensuring privacy and data protection.
Dashboard Overview
Provides a comprehensive overview of all audit-related activities and statuses in one place.
Task Assignment
Clients can view tasks assigned to them and ensure timely completion.
Report Access
Clients can access and download audit reports and other relevant documents directly from the portal.
Sheetsway
Meets every Audit need.
