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 client satisfaction as a priority.
Client retention and transparent work
Auditors can customize and share key metrics for better visibility and understanding.
Enhanced Collaboration
Facilitate collaboration between auditors and clients with integrated tools for KYC management and shared document libraries, ensuring efficient and effective audit processes.
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.
Secure Messaging
Clients can communicate securely with auditors, ensuring privacy and data protection.
Notifications and Alerts
Receive real-time notifications and alerts for any updates or required actions.
Task Assignment
Clients can view tasks assigned to them and ensure timely completion.
Dashboard Overview
Provides a comprehensive overview of all audit-related activities and statuses in one place.
Report Access
Clients can access and download audit reports and other relevant documents directly from the portal.