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Auditor Portal: Your Audits Portfolio

The cross-client worklist — every audit across every client, with review progress at a glance, instead of drilling into Clients one by one.

Written by Upendra Varma

Audits in the left nav is different from the per-client audit list you see inside a client's detail drawer — it's every audit engagement across your entire client portfolio, in one table.

All / Upcoming / In Progress / Completed tabs filter by status. Each row shows the client, framework, audit window, and — usefully — Pending / Accepted / Flagged counts right in the list, so you can spot which engagements need attention without opening each one.

This is generally the faster starting point day-to-day: if you're checking "what needs my review right now" across multiple clients, start here rather than going through Clients first. Use Managing Your Auditor Clients instead when you're specifically working within one client's context — adding them, or reviewing everything tied to that one company.

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