Audit Client Records Portal
A register for an audit or accounting firm of every document it has asked a client for and everything that has come back. One engagement per client per period, a request list against it, the files as they arrive recorded against the request they answer, and the queries raised on them. It is the firm's own record rather than a client login: a document is entered by whoever in the office received it, and the request list prints as a page you can send.
Preview
Overview
What was asked for, what arrived, and what is still outstanding
What it manages
- Clients — 8 fields
- Engagements — 10 fields, with a printable PDF
- Requests — 8 fields
- Documents — 9 fields
- Queries — 7 fields
Included
- Full source code, nothing encrypted
- Runs on ordinary cPanel hosting, no Composer or npm step
- Installation guide written for a non developer
- Demo data included, and a one click way to clear it
- Your own logo and business details on every printed document
- One engagement per client per period, each with its own request list
- Every document recorded against the request it answers
- Queries raised, answered and closed without leaving the engagement
- 6 months support
Requirements
- PHP 8.2 or newer, with the sodium extension (standard on cPanel)
- MySQL 5.7 or newer, or MariaDB
- Apache or LiteSpeed, with the document root pointed at
public/
Dependencies are included in the download, so there is no Composer or npm step. Installation is covered step by step in the included INSTALL.md.
Version history
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