Quality Audits start with Quality Documentation
Compliance. Traceability. Efficiency.
The Compliance Challenge
In an era of stricter regulation, manual documentation is a liability.
Scattered Evidence
Evidence stored across emails, physical files, and laptops makes it impossible to verify audit conclusions.
Review Bottlenecks
Manual review cycles delay audit sign-offs. Partners struggle to track the status of multiple engagements.
Peer Review Risk
Incomplete documentation and lack of version control lead to non-compliance during peer reviews.
Data Security
Storing sensitive client financial data on unsecured devices poses a massive liability risk.
Built for Auditors
Features that align with your methodology and standards.
Digital Working Papers
Standardize your audit files. Link evidence directly to audit steps for a clear trail from planning to reporting.
- Standardized folder structures
- Cross-referencing
- Review notes tracking
Evidence Management
Centralize all audit evidence. Upload, tag, and secure client documents in a single, searchable repository.
- Support for all file types
- Version control
- Tamper-proof logs
Client Collaboration Portal
Request and receive PBC (Provided by Client) documents securely. Track outstanding items automatically.
- Automated reminders
- Secure upload link
- Audit trail of submissions
Review & Sign-off
Streamline the review process with digital stamps, review notes, and tiered approval workflows.
- Partner sign-off
- Review query management
- Dashboard visibility
Why Firms Choose CannyECM
More than just storage—it's your audit engine.
Audit Quality
Ensure every engagement meets your firm's quality standards.
Compliance
Ready for Peer Review, PCAOB, or NFRA inspections at any time.
Efficiency
Roll forward recurring audits instantly. Stop reinventing the wheel.
Client Satisfaction
A smoother, more organized audit experience for your clients.
Remote Auditing
Audit from anywhere with secure cloud access to working papers.
Risk Management
Enforce retention policies and access controls to protect firm liability.
Ready for Your Next Peer Review?
Ensure your documentation is always audit-ready with CannyECM.
Get Started