Client portfolio
Every client company keeps its own audit universe, annual plans, engagements, findings, and reports.
Firms delivering outsourced or co-sourced internal audit juggle several clients, each with its own universe, plan, methodology preferences, and reporting cycle. Audit Out is multi-client at its core: switch client, and the entire workspace — universe, plans, engagements, issues, members, and reports — scopes to that client.
Every client company keeps its own audit universe, annual plans, engagements, findings, and reports.
Team members are granted access per client, with roles controlling what they can see and change.
Shared templates keep methodology consistent across clients while each engagement stays tailored.
Yes. The client switcher scopes the whole workspace to the selected client company.
Yes. Every record is scoped to its client company, and access is granted per client through membership and roles.