Home › Products › Audit & Advisory Firm

Audit and advisory firm software for engagements, workpapers and WIP

VortexERP Lite runs the practice — engagements from planning to sign-off, two-file workpapers with review chains, timesheets and WIP, and the compliance a firm has to keep.

Start your free 30-day trial →Request a demo

EngagementsWorkpapersReview sign-offTimesheets and WIP

Auditors managing engagements and workpapers on VortexERP Lite

What you get

Everything your workflow needs, in one place

Engagements and workpapers

Run each engagement with two-file workpapers, so planning, evidence and conclusions stay organised.

Review and sign-off chains

Structured review and sign-off, so nothing goes out without the right partner's approval.

Timesheets and WIP

Capture time against engagements, track work-in-progress and recover more of the hours you bill.

Realisation and recovery

See realisation per engagement and per person, and where WIP is leaking.

Practice compliance

Keep the compliance records a firm must maintain, ready for review.

FAQ

Questions people ask

Does it support review and sign-off chains?

Yes. Engagements move through a structured review and sign-off so nothing is issued without the right approval.

Can it track time and WIP?

Yes — timesheets capture time against engagements, and WIP and recovery are visible per engagement and per person.

Is it built for audit workpapers?

Yes. Two-file workpapers keep planning, evidence and conclusions organised for every engagement.

Run your audit & advisory firm business on one platform.

Create your account, switch on your industry, and try it free for 30 days — no credit card, full features, our team one call away.

Start your free trial →