Auditing

Request audit evidence — with traceable deadlines

Collect confirmations, supporting documents, and evidence from audit clients. Track what is outstanding and export audit-ready reports.

EU-HostedAll data stored on Hetzner servers in GermanyGDPR CompliantFull compliance with EU data protection regulations including DPATLS EncryptedAll connections secured with TLS 1.2+ encryptionAntivirus ProtectedEvery uploaded file is automatically scanned for malware2FA ReadyOptional two-factor authentication via authenticator appsFull Audit TrailEvery upload, reminder, and status change is logged

The problem

Clients delay evidence requests

Audit clients treat document requests as low priority. Follow-up emails pile up, extending engagement timelines.

No structured request process

Evidence requests go out via email with no standardized format. Responses come back incomplete or in wrong formats.

Hard to track what is outstanding

Without a centralized tracker, audit teams spend time reconciling spreadsheets instead of reviewing evidence.

Audit deadlines at risk

Reporting deadlines are firm. One missing confirmation or document can delay the entire audit opinion.

The solution

Structured evidence requests

Create itemized checklists: bank confirmations, trial balances, contracts, invoices. Clients see exactly what is needed.

Escalating deadline reminders

Automatic reminders increase in urgency as the audit deadline approaches. No more manual follow-ups.

Per-client tracking

See completion status across all audit clients. Identify bottlenecks immediately.

Exportable audit trail

Every submission logged with timestamps. Export CSV reports for working papers and audit documentation.

See it in action

This is what your clients experience — a simple, secure upload portal.

Client upload portal

Secure upload portal

Request from Apex Accounting

Q1 2025 Tax Documents

Due Mar 15, 2025

W-2 / 1099 formsUploaded
Prior year tax returnUploaded
Business expenses summaryUpload

Audit trail

Audit trail

Sarah Chen Uploaded W-2 / 1099 forms

Today, 2:14 PM

Sarah Chen Opened magic link

Today, 2:12 PM

FolioDoc Sent reminder to James Wilson

Today, 10:00 AM

Maria Garcia Uploaded lease agreement

Yesterday

FolioDoc Request created by you

Yesterday

How it works

1

Create an evidence request

List the documents and confirmations needed: bank letters, invoices, contracts, reconciliations. Set the reporting deadline.

2

Send to audit clients

Add client contacts. Each receives a secure upload link with their personalized checklist.

3

Clients submit evidence

Clients open the link, review the checklist, and upload documents. FolioDoc handles reminder escalation.

4

Review and document

Track completion. Download evidence. Export the full submission trail as CSV for audit working papers.

Why FolioDoc

  • Structured evidence requests reduce back-and-forth
  • Automatic reminders keep engagements on schedule
  • Full audit trail with timestamped submissions
  • CSV export for audit working papers
  • Secure links — no client account setup needed
  • GDPR-compliant with EU-hosted infrastructure

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Ready to stop chasing documents?

Create a free request and see what your clients experience. No credit card required.