FOR CA AND AUDIT FIRMS
Your clients, cases and documents. In one place.
Give your firm a shared view of work and your clients a clear way to provide the information you need.
A clear path from request to completion
01
Case management
Create cases from templates, assign staff, set due dates and follow each stage from collection to closure.
02
Client portal
Invite clients to their organization, collect questionnaire answers and keep case discussions together.
03
Document review
Upload documents, request corrections, keep replacement versions and record approvals.
04
Manual workflows
Move work forward explicitly. Collect client approval and a filing acknowledgement before closing the case.
05
Firm collaboration
Owners, administrators, managers and associates work together. Assignments help organize responsibility.
06
Activity history
Review recorded case actions, document decisions and the people who made them.
Know who can access your work
Firm staff, including associates, can work across cases within their firm. Assignments organize responsibility; they do not restrict staff access. Clients access cases and documents belonging to their own organization.
Sky Audit uses HTTPS connections. Authorized users and service operators can access data to provide the service. Automated AI work, billing, payments and reminder sequences are outside the current core release. Your firm remains responsible for professional review, deadlines and actual filings.