Know what to send.
Document requests and a guided questionnaire give you a practical starting point for each case.
YOUR CA. YOUR DOCUMENTS. ONE SHARED PLACE.
“What do you need from me?”
“Where does my case stand?”
Find your next step without searching through another message thread.
New here? You’ll need an invitation from your firm.
See how it works ↓Document requests and a guided questionnaire give you a practical starting point for each case.
Files, corrections and case discussions stay together, so you can pick up where you left off.
Follow case progress and respond when your firm needs more information or your review.
FROM INVITATION TO COMPLETION
Your CA or audit firm invites you to its client workspace. Follow the link to set up your access.
Open your case, answer the relevant questions and upload the documents your firm has requested. Your answers may add further document requests.
Read your firm’s comments, replace a document when corrections are requested and keep the conversation with the case.
When your firm requests your review, check the prepared work and approve it or ask for changes. Follow progress through completion.
FOR YOU AND YOUR BUSINESS
Whether you’re sharing records for an individual return or coordinating documents for your company, open the relevant case to see its requests and progress.
BEFORE YOU BEGIN
Sky Audit is invitation-only. Ask your CA or audit firm whether they use Sky Audit and can invite you. There is no public client signup.
Start with the requests in your case. Your firm chooses the questions and documents for the work. If a request is unclear, ask your firm in the case discussion.
Your firm can request a correction. You can upload a replacement version against the document request, keeping the review history together.
Client access is limited to your organization. Authorized members of your organization and your firm can access the relevant work; it is not a personal inbox visible only to you.
Your CA or audit firm prepares, reviews and handles the actual filing. Sky Audit helps you exchange information, review work and track the case. It does not replace professional advice.
YOUR NEXT STEP STARTS HERE
Use the invitation link for your first visit. Already set up? Sign in above.
Controlled rollout. Access is provided by participating firms.