All features/Dashboards & the partner queue
Visibility · every roleEveryone signs in and sees exactly what needs them next.
Audit Intelligence gives every person in the firm a live answer to the same question — what needs me right now? Partners see gates waiting for sign-off, managers see files drifting, preparers see their queue.
The whole firm at a glance.
Every engagement, its phase and completion percentage, open review notes, and overdue alerts — one screen, updated in real time as the team works. When something runs overdue, the system prompts the owner to document the reason, so slippage is visible and explained, not buried.
- Completion percentages roll up from individual questions — a working paper at 95% shows 95%, not “incomplete”.
- Open review notes and overdue items surface per engagement and per person.
- Risk heat carries through from planning, so high-risk files stand out.
Your personal queue — nothing slips.
Each team member gets their own view: working papers assigned to them, review notes waiting on them, client items they are chasing, and deadlines coming up. Inside each engagement, a “my focus” panel collects the open items on that file, so a graduate opens the engagement and starts working — no spreadsheet triage first.
- Tasks deep-link straight to the working paper, note or request they belong to.
- Review notes you raised and notes raised on your work are tracked separately.
- Due dates and overdue flags follow you across every engagement you sit on.
Inside a file: progress you can defend.
Managers and partners drill into a single engagement and see the file the way a reviewer would: completion by financial-statement area, who is doing what, information requests still outstanding with the client, journals raised, and every open review note.
- The eight-phase tracker shows exactly where the file sits and what gate is next.
- An activity timeline logs every action on the engagement — who, what, when.
- IRL status, journals and review notes are one click from the overview.
Every sign-off waiting on a partner — one queue.
Phase gates are the backbone of the platform: acceptance, independence, the risk register, materiality lock, the risk matrix, completion working papers, the audit opinion and file lock all require a partner. The partner action queue collects every gate across every engagement, so partners clear sign-offs in one sitting instead of hunting through files.
- Acceptance, risk register, materiality, risk matrix, opinion and lock — all partner-gated.
- Each queue item opens the exact working paper or summary that needs the decision.
- Sign-offs are logged to the immutable audit trail the moment they happen.
| Engagement | Waiting on | Since |
|---|---|---|
| Acme Pty Ltd | Inherent risk register | 2 days |
| Brightpath NFP | Materiality lock | 4 hours |
| Coastal Holdings | Audit opinion | 1 day |
See it on your own engagements.
Start your firm free, or book a demo and we will walk you through the platform on a real audit file.
No credit card to start · Australian-resident data · Cancel anytime