The Operating System for
Modern Audit Firms
A deep dive into the features that give you control, security, and scalability.
Total Brand Identity
Your clients should trust you, not the software vendor. We operate invisibly in the background.
- Your Name & Logo: Replace "CompliGuardPro" with your firm's name. Upload your logo and favicon.
- Own the Inbox (SMTP): Connect your Outlook, Gmail, or AWS SES. Emails come from audits@yourfirm.com.
- Custom Slogan: Add your firm's motto or slogan to the login screen for a professional touch.
Bring Your Own Storage (BYOS)
Data sovereignty is non-negotiable. Don't let a SaaS vendor hold your client's sensitive financial data hostage.
- Zero Markup: You pay AWS or Google directly for storage. We don't charge a premium on gigabytes.
- GDPR & DPDP Compliant: Choose the exact region your data resides in (e.g., Frankfurt, Mumbai, Virginia).
- Options: Connect AWS S3, Google Drive, or your own local FTP/Server.
S3 Bucket
Region: us-east-1
Google Drive
/Client_Audits
Template Editor: ISO 27001
Digitize Your IP
We don't sell generic templates. We provide the engine for your expertise. Build your proprietary checklists once and deploy them to thousands of clients.
- Custom Checklists: Create detailed requirements with explanations of "Why this is needed."
- Reusable Assets: Build a "Master ISO 27001" template and assign it to 50 different clients instantly.
- Dynamic Updates: Update the master template, and propagate changes to future audits.
The "Zero Friction" Portal
The #1 reason audits stall is clients forgetting passwords or ignoring complex portals. We solved that.
- Magic Links: Clients receive a secure, time-sensitive link via email. No password required to upload.
- Contextual Help: Your template instructions appear right next to the upload button, reducing back-and-forth emails.
Secure Document Request
Expires in 7 days
Operational Tools
Built to run your audit firm like a well-oiled machine.
Integrated Billing
Link your Razorpay account. Generate invoices automatically upon audit completion or set up recurring subscriptions for compliance retainers.
Team Roles
Define clear permissions. Firm Admins see everything. Auditors only see assigned clients. Clients only see upload screens.
Multi-Branch Support
Handle complex client structures. Create a parent company and add multiple branches or locations, rolling up compliance data to the top level.