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What is Clientrol?

Manage, promote, and regulate client retainers and inquiries with ease while handling each client request seamlessly. The Client Portal is secured with a unique Username and Password for safe access. Clients have the capability to track their remaining retainer time and purchase additional hours as needed. Projects can be conveniently exported in PDF format for straightforward sharing. Users can initiate work requests through a customized form, and the feature for managing approval requests can be switched on or off as desired. Time can be added to a request either through manual input or by utilizing a timer, providing flexibility in handling tasks. Requests have the option to be visible or hidden, and clients can access requests without triggering notifications. An option is available to require approval before closing requests, with limitations on submitting new requests if there are no hours left. Payments are directly credited to your PayPal or Stripe account with a 0% processing fee, giving you complete financial control. The user-friendly client access dashboard ensures immediate visibility of all client activities, including real-time updates on online clients and manager availability, which significantly boosts overall operational efficiency and communication. Additionally, the system's design promotes a streamlined workflow, making it easier for clients and managers to collaborate effectively.

What is Audit Suite?

Transform your audit processes by incorporating automation to reduce cycle times, boost team efficiency, and enhance client relationships with Audit Suite™. This innovative cloud-based tool integrates and standardizes audit documentation alongside the PBC request workflow. By utilizing automated processes and offering real-time updates on the status of each request, your audits can be completed quicker and with fewer challenges. The intuitive audit workflow tool is designed to optimize the entire documentation request lifecycle, allowing your team to focus on higher-value activities. Say goodbye to endless email threads, as Audit Suite™ proactively notifies all request custodians whenever new documentation is submitted, sends friendly reminders, issues overdue alerts, and updates you once the necessary support is acquired. Additionally, the Audit Suite™ portal provides a unified view for both your team and clients to track the real-time status of all PBC requests, promoting better collaboration and transparency throughout the entire audit journey. With these advancements, not only can your audit procedures become quicker, but they can also prioritize the needs of your clients more effectively. Ultimately, embracing automation in your audit practices can lead to greater efficiency and a stronger partnership with your clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$12 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Clientrol

Date Founded

2016

Company Location

Ireland

Company Website

clientrol.com

Company Facts

Organization Name

Audit Suite

Company Location

United States

Company Website

AuditSuite.com

Categories and Features

Project Management

Not specified

Categories and Features

Audit

Dashboard

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