The Audeska platform

The whole practice.
One operating system.

Audeska connects the client record, the engagement, the evidence, the review decision and the commercial result. Explore how each capability works—and why the value compounds when they work together.

Client record The shared context every operating area carries forward
EngagementsTasks, dependencies and review gates
ComplianceRecurring obligations and deadlines
EvidenceVersions, approvals and visibility
Client portalRequests, records and progress
Time and billingEffort, invoices and receivables
GovernanceReadiness, locks and activity history

01 · Engagements and tasks

Turn firm methodology into work that cannot skip a step

Define recurring engagement types once, then materialise consistent tasks, checklists, dependencies and review responsibilities for each client and period. The task cockpit keeps the action, context and control decision on the same screen.

Reusable engagement templatesStandard work carries the same task structure and control expectations across the client portfolio.
Dependencies and hard locksA task or engagement cannot be closed while prerequisite work, evidence or required review remains open.
Recorded review gatesManager and partner review happen in sequence with reviewer, notes and decision attached to the task.
Explore the engagement template engine
Task cockpit · Review stageIllustrative interface
1
Working papers preparedOwner and completion recorded
Complete
2
Evidence requirements checkedLatest client records linked
Complete
3
Manager technical reviewDecision and notes stay with the task
In progress
4
Partner sign-offAvailable after manager review
Locked
The next control is visible before someone attempts the next action.

02 · Compliance control

Operate from the obligation, not from deadline memory

Audeska models recurring compliance work by client and period. Statutory dates, internal targets and recorded extensions remain distinct, while portfolio views reveal what is due, overdue, blocked or waiting for review.

Recurring obligation cyclesMonthly sales tax, withholding statements, advance tax and annual work can generate on their proper cadence.
Multiple date typesOriginal dates, internal completion targets and approved extensions do not collapse into one ambiguous deadline.
Portfolio risk viewPartners and managers can focus on exceptions across the whole client book rather than opening clients one at a time.
Explore the compliance engine
Compliance portfolio · This periodIllustrative interface
Due nextClient actions
Internal controlReview queue
ReadyPartner sign-off
Monthly sales tax · Client BManager reviewAttention
Withholding statement · Client DRecords outstandingBlocked
Advance tax · Client CEvidence completeOn track
Corporate return · Client APartner sign-offReady
Filing information is recorded by the firm; Audeska does not submit or verify filings with FBR.

03 · Documents and evidence

Produce the history of the work, not merely the latest file

Evidence requirements tell the team what must exist. Client and staff uploads become versions against a document record. Review and approval are explicit, while client sharing remains a separate authorised decision.

Versioned document recordsNew uploads extend a history rather than silently replacing the file someone reviewed.
Evidence requirementsMissing records appear as task blockers before technical review begins.
Deliberate client visibilityAn internal approval does not automatically expose a document to the client.
Explore evidence and review
Evidence control chainIllustrative interface
RequestDefine what the task needs
ReceiveLink the upload to context
ReviewRecord the decision and reviewer
ShareAuthorise client visibility
Sales register.xlsxv1.0 · Client uploadSuperseded
Sales register.xlsxv1.1 · Client uploadReviewed
Return working.pdfv2.0 · Firm workInternal
Versions, review state and client visibility remain separate facts.

04 · Client portal

Give the client a front door without opening the internal office

Portal users see only their client’s appropriate engagements, requests, progress and shared documents. Records arrive against the work they support, while the firm’s internal review state stays internal.

Scoped accessEach portal user sees their own client context and the information the firm has made available.
Structured record collectionClients upload against specific requests instead of sending unclassified attachments into an inbox.
Recorded correspondenceFormal client communication remains attached to the client record and distinct from internal discussion.
Explore the client portal
Client portal · Records requestedIllustrative interface

What your firm needs from you

Client A · Monthly sales tax · August

Sales registerSpreadsheet · For the current filing period
Upload record
Purchase registerSpreadsheet · For the current filing period
Upload record
Bank statementPDF · Covering the complete month
Received
Prior correspondenceOptional supporting record
Upload record
The client sees requests and released information, not internal review mechanics.

05 · Time, billing and reporting

Understand the economics in the context of the engagement

Time entries stay connected to the work. Invoices, receipts and receivables remain connected to the client. Utilisation and realisation views help management understand capacity, pricing and collection without reconciling separate systems first.

Time in work contextEntries are recorded against engagements and tasks rather than against an unrelated timesheet code alone.
Invoices and receivablesBilling, receipts and ageing remain visible by client and engagement.
Utilisation and realisationCompare capacity and effort with what the engagement produced commercially.
Explore time and billing
Engagement economics · PKRIllustrative interface
Time value185,000
Invoiced170,000
Received125,000
CapacityUtilisation
Effort versus feeRealisation
Outstanding valueReceivables
Illustrative values explain the interface; they are not customer results.

06 · Governance and firm control

Make accountability visible before scrutiny arrives

Roles and client scope define responsibility. Partner readiness shows which work is genuinely ready for sign-off. Completion locks prevent premature closure, and the activity trail records what happened against the client, engagement, task and document.

Partner readinessA standing portfolio view distinguishes genuinely signable work from work with unresolved controls.
Roles and scopeAdmin, partner, manager, associate and reviewer responsibilities remain explicit and attributable.
Firm isolationEach firm’s operational data resides in its own PostgreSQL schema, separated at the storage layer.
Explore inspection readiness Explore security and isolation
Recorded activity · Corporate returnIllustrative interface
AS
Working papers submitted for reviewPreparation task · Evidence set v1.3
09:18
MR
Manager review completedTechnical review · Decision and notes recorded
11:42
PK
Partner sign-off recordedAll required controls satisfied
14:07
PK
Approved output shared with clientClient visibility authorised separately
14:16
The action, actor, controlled object and sequence remain reconstructable.

One record, role-specific decisions

The same system answers a different management question for every role

Audeska does not create separate versions of the practice for partners, managers, associates and clients. It gives each role the appropriate view and authority over the same controlled record.

Capability
Partner
Manager
Associate
Client
Engagement control
Readiness and sign-off
Review and blockers
Checklist and evidence
Appropriate progress
Compliance
Portfolio risk
Workload and exceptions
Assigned obligations
Requests and released dates
Documents
Approval and release authority
Evidence review
Preparation and versioning
Scoped upload and download
Commercial insight
Realisation and receivables
Capacity and time review
Task-level time
Shared invoices and records

See the connected platform against the way your practice actually works

Bring an engagement type, its current control points and the bottleneck you want to remove. We will make the demo specific.

Request a focused demo