All features/Security & the audit trail
Integrity by designNothing deleted. Nothing orphaned. Everything logged.
An audit platform has to survive its own audit. Audit Intelligence is built around two architectural promises — no orphan data, and an immutable trail — with the locks, roles and isolation to back them up.
Every action, timestamped, forever.
Every sign-off, status change, override, upload and AI interaction is written to an immutable audit trail. Nothing is deleted — superseded values are kept with who changed them and when. Each engagement carries its own activity timeline, the firm has a full audit log, and AI calls are recorded with the feature and model that made them.
- Evidence of platform integrity is exportable for inspections and peer reviews.
- No orphan data: every note, journal, evidence file and request has a parent object — by architecture, not policy.
Phase gates, then the final lock.
When a phase is signed off, its values freeze. Changing anything requires a formal partner unlock — logged — and re-sign-off. After the audit report, the file auto-locks 60 days from the report date (a partner can lock earlier), and the locked file is retained for seven years in line with ASIC and ASA requirements.
- Final-checklist validation runs before lock — the AI cross-checks completeness, the partner decides.
- Archived files remain readable for inspection throughout retention.
Your firm's data is yours alone.
Each firm is an isolated tenant with its own database schema — cross-firm visibility does not exist at the infrastructure level. Inside the firm, role-based access control governs every action, sign-in supports Microsoft and Google SSO plus two-factor authentication, and the platform's own support tooling runs on a separate database that holds no audit data.
- Read-only QA and EQR roles allow inspection without edit rights.
- The full compliance posture — residency, encryption, Privacy Act — lives on the Security & compliance page.
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.
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