AuditCase
One place for all customer information
Leave behind the days when you used countless tools to manage your customers' data. AuditCase centralizes and integrates everything in one secure environment. Say goodbye to physical documentation
360º customer view
Gone are the days when you had to search entire servers and folders for relevant customer data. All information and interrelationships about each specific customer can be found in one place - always in accordance with the applicable laws and regulations.
Document management
Files with various extensions can be easily stored in authorized digital customer files, if necessary with your corporate identity and accessible to all interested parties. You say goodbye to physical documentation and streamline your internal data structures.
Standardized collaboration
Everyone in your organization always has up-to-date information in front of them. Every change is automatically implemented centrally and the signing of documents is done digitally.
Integrated tool
Everything you want to store information about your client, you enter in one place. AuditCase synchronizes with Caseware Cloud and other linked software packages. There is also a link with the Chamber of Commerce for automatic updates. This makes it an integral link in your client contact, internal processes and external accountability.

- Category:
- Practice management
- Created by:
- Change to Comm