Question 1

Why do we recommend moving to the new system?

Accepted Answer

Faster performance and higher stability compared to the previous system. Improved user experience with a simpler and more organized interface. Reduction of technical issues. Support for new features and capabilities not available in the previous system. Enhanced data security and protection. Better support for future updates and new integrations. Easier management of audit files and attachments. Improved collaboration between team members and permissions. More efficient tools for review and tracking. The new system will be the main platform for future updates and development.

Question 2

What are the new features compared to the previous system?

Accepted Answer

New and easier user interface. Faster page loading and data processing. Improved system stability and fewer technical issues. Better management of audit files and attachments. Improved user roles and permissions control. Support for template customization. More advanced sampling and analytics tools. Improved workflow and task tracking. Better support for integrations and future updates. Enhanced security and data protection. More efficient management of branches and users. Better collaboration and communication tools for team members. Improved document upload and organization experience. General performance and reporting improvements.

Question 3

Will the old system remain available after migration?

Accepted Answer

Yes, the old system will remain available after migration to allow access to historical data when needed. You will be able to access previous files and data through the old system. We recommend moving to the new system to benefit from the new improvements and features. Eventually, the new system will become the primary platform for future updates and development.

Question 4

What data will be migrated from the old system?

Accepted Answer

Company information. Branches / office locations. Customer segments. Customer regions. Customer types. Customer data. Services. Service pricing and billing. Invitations for existing users to join the new system from the company staff list. Sales representative data.

Question 5

Will audit files and attachments be migrated?

Accepted Answer

No, audit files, attachments, and working papers will not be transferred to the new system. They will remain accessible only in the old system.

Question 6

Will users and permissions be migrated?

Accepted Answer

No, users and permissions will not be automatically transferred to the new system. The company administrator or system admin will need to add users or send invitations to access the new system, and then assign the appropriate permissions for each user.

Question 7

What will happen to the current subscription and remaining period?

Accepted Answer

The current active subscription in the old system will continue to be valid in the new system until the end of the current subscription period. At renewal time, the subscription will be renewed on the new system instead of the old one, without requiring any additional payment for the remaining current period.

Question 8

How will billing or remaining balance be handled?

Accepted Answer

The current subscription and remaining period will be automatically carried over to the new system. If the company has an active subscription in the old system, it will continue with the same duration and benefits after migration, without any additional charges during the current period. Once the subscription period ends, renewal will be processed in the new system.

Question 9

Can the system be used on mobile devices?

Accepted Answer

Yes. The system can be accessed through a web browser from any device (computer – mobile – tablet). Working papers and tasks can be viewed and managed from smart devices without the need to install an application.

Question 10

Does the system support international auditing standards?

Accepted Answer

Yes. The system aligns with international auditing standards and allows firms to apply their own methodology, with the ability to customize templates and working papers to match the organization’s approach.

Question 11

Is the system suitable for individual auditors?

Accepted Answer

Yes. Individual auditors can use the system to manage tasks, organize client files, and issue audit reports easily without needing a team or incurring high costs.

Question 12

Can the system be used to manage internal team tasks within a company, not only external audit work?

Accepted Answer

Yes. The system is designed to support both internal and external audit. It can be used to manage internal audit team tasks, assign responsibilities, and track audit outcomes within the organization.

Question 13

How can I create a new account in the system?

Accepted Answer

You can create a new account through the registration page by entering the basic required information about the organization and the user. Your account will be activated immediately once the registration is completed.

Question 14

What should I do if I forget my password?

Accepted Answer

You can use the "Forgot Password" option available on the login page. A password reset link will be sent to your registered email address.

Question 15

How can I change my password or account information?

Accepted Answer

You can update your password and account information through the Settings – Profile page inside the system, where you can also update your email and personal details.

Question 16

Can more than one user log in using the same account?

Accepted Answer

No, this is not possible. Each user has an individual account and a unique password to ensure data security and activity tracking within the system. Login is also protected by Two-Factor Authentication (2FA), which makes account sharing not possible and not permitted according to the security standards of the system.

Question 17

How can I add new users to the organization?

Accepted Answer

You can add users through Users – Staff List , by entering the user's information and assigning their role and permissions before activating the account.

Question 18

How do I assign permissions for each user?

Accepted Answer

The system provides detailed permissions that can be customized for each user individually, such as: View – Create – Edit – Delete. This can be configured by assigning a user role.

Question 19

Can access be restricted based on task / client / working paper?

Accepted Answer

Yes. Access can be controlled at a very granular level — per audit task, per client, or per working paper ensuring privacy and proper task allocation within the team.

Question 20

Are there permissions to prevent deleting files and documents?

Accepted Answer

Yes. The system allows disabling delete permissions for users. The delete option is granted only to authorized users, such as the team manager or account owner.

Question 21

What are the workflow steps of an audit engagement inside the system?

Accepted Answer

The task begins by creating the client, then creating the audit file and assigning the team. This is followed by uploading documents, preparing working papers, and documenting procedures and observations. After completion, the final report is issued and the task is closed within the system.

Question 22

Can client data be imported from Excel?

Accepted Answer

Yes, clients and their basic data can be imported directly from an Excel file to save time instead of manual data entry.

Question 23

How do I close the audit file after completing the engagement?

Accepted Answer

After completing the working papers and approving the audit results, the task can be closed through the Close Audit File option. This action archives the file and prevents any further data modification, ensuring the integrity of the work.

Question 24

How can I communicate with the client from within the system?

Accepted Answer

The system provides a Client Portal and Communication feature, enabling direct sending and receiving of documents, requests, and inquiries. It also includes notifications and conversation tracking within the audit file.

Question 25

How can I create a new working paper?

Accepted Answer

A new working paper can be created from within the audit file through Working Paper – Working Paper Index , or by adding a new working paper directly from the relevant folder.

Question 26

Can a document be linked to a specific item within a working paper?

Accepted Answer

Yes. Documents can be uploaded and linked directly to a specific item inside the working paper, appearing as supporting attachments, with the option to add notes and comments to each item.

Question 27

How is a working paper closed after completion?

Accepted Answer

Once the work is completed, the paper can be closed by signing at the top of the page to approve it. This prevents further editing and preserves the final version inside the audit file.

Question 28

Can the paper be reopened after it has been closed?

Accepted Answer

Yes. A working paper can be reopened when needed, but only by the user who originally approved and signed it.

Question 29

Are there ready-made templates available in the system?

Accepted Answer

Yes, the system provides a collection of ready-made templates including engagement letters, core audit working paper templates, and more. These can be used directly or customized as needed.

Question 30

How can I create a new custom template?

Accepted Answer

You can create a new template through Organization Settings – Templates, where you can choose to start with a blank template or duplicate an existing one, modify it, and then save it.

Question 31

Can the existing templates be edited to match our internal methodology?

Accepted Answer

Yes, ready-made templates can be edited and customized (fields, content, structure) to align with your organization’s internal methodology.

Question 32

Are templates automatically updated when professional standards are updated?

Accepted Answer

Core templates are updated whenever new standard updates are available. Organizations may also update their internal templates manually to maintain continuous alignment with their professional methodology.

Question 33

Can the report be exported to PDF or Word?

Accepted Answer

Yes. The final report can be exported in PDF or Word format for sharing, printing, or saving outside the system.

Question 34

Can the report be printed directly from within the system?

Accepted Answer

Yes. The report can be printed directly with a single click, without the need to download it first

Question 35

Can the auditor’s electronic signature be added inside the report?

Accepted Answer

Yes. An authenticated electronic signature can be added within the report.

Question 36

Where is the data stored?

Accepted Answer

Data is stored on Amazon Web Services (AWS) servers following the highest standards of security and protection.

Question 37

Is the data stored in multiple locations around the world to ensure continuity?

Accepted Answer

Yes. Backup copies of the data are maintained in multiple locations to ensure business continuity in case the primary server encounters an issue.

Question 38

What happens to my data when the subscription ends?

Accepted Answer

Your data remains stored for a limited period after the subscription ends, and you can reactivate your account within that period without losing any information.

Question 39

Can I request a copy of my data before cancellation?

Accepted Answer

Yes. You can log into your account and download a copy of your files before permanently canceling your subscription.

Question 40

How does the annual subscription work? Is it renewed automatically?

Accepted Answer

The annual subscription is activated through the pricing page within the system, and the plan becomes active immediately after payment. Renewal is not automatic unless it is manually enabled by the user.

Question 41

What payment methods are available?

Accepted Answer

Available payment options include electronic payment by bank card or bank transfer.

Question 42

Can I change the plan after subscribing?

Accepted Answer

Yes. You can upgrade your plan at any time without affecting your data. Downgrading the plan will take effect at the next renewal date.

Question 43

Will I receive reminders before the subscription expires?

Accepted Answer

Yes. You will receive notifications and alerts via email and inside the system well before the subscription expiration date.

Question 44

How can I contact technical support?

Accepted Answer

You can contact support through tickets inside the system or by phone.

Question 45

Is there a Help Center or user guide available?

Accepted Answer

Yes. The system provides a Help Center that includes a user guide and explanatory tutorials.

Question 46

How do I submit a support ticket inside the system?

Accepted Answer

You can submit a ticket through the support section inside the system by clicking “Submit Ticket” and entering your request details for the support team to respond.

Question 47

Do I need training to use the system?

Accepted Answer

No. The system does not require complex training, and you can start using it easily. Tutorials and learning materials are also available for new users.

Frequently Asked Questions

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