Frequently Asked Questions
Everything you need to know about the product and billing.
General & Pricing
Do you offer a free trial?
Due to the dedicated infrastructure required for white-labeling (white labeling, SMTP setup, and secure storage connections), we do not offer a free trial. However, we offer a comprehensive Live Demo where our team walks you through every feature.
Can I upgrade or downgrade my plan?
Yes. You can upgrade from the Solo Auditor plan to the Firm plan at any time directly from your dashboard. Changes take effect immediately.
Client Onboarding
Do my clients need to create an account?
No. This is one of our core features. Your clients receive a secure "Magic Link" via email. Clicking it takes them directly to their upload dashboard—no passwords to forget, no friction.
How easy is it to add a new company?
Extremely easy. Just enter the Company Name and the primary contact email. The system automatically generates their portal. You can then assign specific compliance templates to them instantly.
Templates & Audits
Do you provide pre-made ISO/SOC2 templates?
We provide the infrastructure for your expertise. CompliGuardPro is a "blank canvas" that allows you to build your own proprietary audit checklists using our Template Builder. This ensures you retain your intellectual property and unique auditing standards.
Can I reuse templates across clients?
Absolutely. You build a "Master Template" once (e.g., "Standard HIPAA Audit 2025") and can assign it to unlimited clients. Any updates to the master template can be propagated to future audits.
Security & Technical
How does "Bring Your Own Storage" work?
In your settings, you provide the API credentials for your AWS S3 bucket or authenticate your Google Drive account. When a client uploads a file, it is streamed directly to your storage. We never store the file contents on our servers, ensuring total data sovereignty.
Can I really use my own email address?
Yes. With our SMTP integration feature, you input your mail server details (Outlook, Gmail, or SendGrid). All notifications sent to your clients will appear to come directly from audits@yourdomain.com.