Give every client a private portal to track their ISO audit in real time — tasks, documents, and status updates, all in one place.
Acme Corp Audit
New document uploaded
Policy v2.1.pdf
Audits completed
Client satisfaction
Faster close rate
Saved per audit
Stop drowning in emails. Give clients a single place to see what's happening with their audit.
Clients see real-time progress — what's done, what's pending, and what needs their attention.
Assign evidence requests and action items directly to clients. Track completion without chasing.
Clients upload evidence directly to the portal. Organised, version-controlled, and always accessible.
Clients get notified when tasks are assigned, documents are approved, or audit status changes.
All data lives in your Salesforce org. No new system to maintain — just a beautiful client-facing layer.
Your logo, your domain, your brand. Clients never know you're using AuditFlow under the hood.
No implementation project. No onboarding call. Just connect, invite, and go.
Authorise AuditFlow to read your Salesforce org. Your existing Audit__c and account records sync automatically.
Enter the client's email. They receive a magic-link invitation — no password, no friction.
The client sees their tasks, uploads evidence, and watches the audit progress bar move forward.
Join hundreds of firms who've transformed client communication.
“Our clients used to call us every week asking for updates. Since AuditFlow, that's completely stopped. They just log in and see everything.”
Sarah Chen
Lead Auditor, Nexus Compliance
“The Salesforce integration was flawless. We didn't have to re-enter a single piece of data. It just worked.”
Marcus Williams
ISO Practice Manager, TrustCert
“We closed three new audits last quarter partly because the portal demo impressed prospects so much.”
Priya Patel
Director, Veritas Auditing
No per-seat fees. No surprise overages. Just one price per portal.
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For small practices
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