How it works

How it works


Register your interest choosing either our ‘Pay as You Go’ or ‘Bulk Buy & Save’ packages.

Once your details have been provided a secure online account will be created for you which you can access via our website.

Log In & Upload

Once you log into the system – you can add a fund which you want the auditor to audit. You can either add one fund at a time or use this spreadsheet to add funds in bulk.

You can also send this spreadsheet to your auditor to upload it on our system. Fund has to be uploaded only once, our system will hold data of the fund for future year’s audit.

Check Status

Once your audit is complete, you (or client) can log in from anywhere and download your client’s audit evidence, financial statements and audit reports for the next 15 years (legislation requires only 10 years).

Unique Query Tree 

Where the auditor seeks information regarding the fund from you – you have the option to answer all queries within our secure environment.

You can forward auditor reports (audit report, management letter etc) to your client with a simple click or you can print these reports or leave it in the system for future downloads or for ATO audits. Since our system holds all client documents – you may decide not to keep a copy for your records or choose to download and keep a copy of these digital reports.