AuditPro

AuditPro

Trescosys Financial Audit Portal

Enterprise Audit Management

Run your financial audits end to end.

AuditPro brings audit projects, client documents, billing and reporting into a single secure workspace — built for audit firms and the clients they serve.

1

Unified Workspace

24/7

Client Portal Access

Secure

Document Storage

Multi

Branch & Currency

Platform Features

Everything your audit team needs

From onboarding a client to closing the books, AuditPro covers the full audit lifecycle.

Audit Project Management

Create and track audit projects end-to-end, from requirements and documents to closure — all in one place.

Document Review Workflow

Review, approve or reject client-submitted documents with notes, version history and a full audit trail.

Secure Client Portal

Clients securely upload documents, track requirements and message your team through a dedicated portal.

WhatsApp & Email Automation

Send document requests, reminders and campaigns automatically via WhatsApp and email templates.

Billing & Profit-Share Ledger

Track charges, payments, discounts and internal profit-share financials for every project.

Reports & Analytics

Exportable reports and audit logs give you full visibility into projects, clients and team activity.

Role-Based Access Control

Fine-grained permissions for admins, managers, reviewers and support staff with per-client assignment.

Multi-Branch & Multi-Currency

Configure branches, audit types and currencies to match how your firm actually operates.

Global Client & Project Search

Instantly find any client, project or document across the entire portal from a single search bar.

How It Works

A simple workflow for both sides

1

Onboard the Client

Admins create an organization, assign requirements and invite client users to the portal.

2

Collect & Review

Clients upload documents; auditors review, approve, request re-uploads and track progress live.

3

Bill & Report

Close the project, generate invoices and export reports — with a full audit log throughout.

Ready to sign in?

Choose the portal that matches your role to get started.