Every audit engagement produces the same chase: dozens of requests, scattered across emails, drives, and spreadsheets. AzexPan gives your firm one place to request, track, and collect everything a client needs to submit.
From opening an engagement to a fully complete request list, without switching tools in between.
One workspace per client, with tenant-configurable phases like Planning, Fieldwork and Completion.
Create requests one at a time, or import a whole list from a template — with per-request permissions.
Invite a Client Admin once; they bring in the rest of their team without you doing the chasing.
Add a person to your firm once, then assign them to whichever engagements they actually work on.
One workspace. Everything connected.
One workspace per client, set up in a minute.
→ A spreadsheet checklistEvery request tracked in one place, visible to everyone who needs it.
→ Email threads, one per contactOverdue, due this week, complete — one glance, always current.
→ Follow-up calls & emailsFiles attached directly to the request they belong to.
→ Stale shared drive linksChange status, reassign, or move category across many requests at once.
→ One at a time, by handEvery action logged automatically, scoped to the engagement.
→ Whatever anyone remembersYour tenant is your firm's private workspace. Nothing in it is ever visible to another firm.
Archive, then soft-delete, then permanent delete — three deliberate steps, never automatic, never on a timer.
Invite one Client Admin; they invite their own team. No approval chain, no extra work for you.
No sampling, no vouching, no analytics bolted on. Just the one part of the audit every firm still does by hand.
See how AzexPan fits your firm's next engagement.