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Auditor Portal

Everything auditors need to review evidence and manage their client engagements in ComplyJet.

1 author6 articles
Auditor Portal: Downloading Audit DataGenerate a packaged ZIP for offline work, or download individual sections — Framework Mapping, Controls, Evidence, and every Supporting Data tab — as needed.
Getting Started as an AuditorOrientation for a brand-new auditor account — what the Dashboard shows, and where to go next.
Auditor Portal: Managing Your Auditor ClientsHow the Clients page ties your firm's engagements together, and how a client gets added to your auditor account in the first place.
Auditor Portal: Reviewing and Accepting Audit EvidenceThe core auditor workflow — reading each evidence item, accepting or flagging it, and tracking follow-up conversations, one at a time or in bulk.
Auditor Portal: Understanding the Audit WorkspaceOverview, Framework, Controls, Evidence — the same data viewed through four different lenses, plus the read-only Supporting Data tabs.
Auditor Portal: Your Audits PortfolioThe cross-client worklist — every audit across every client, with review progress at a glance, instead of drilling into Clients one by one.