Audit & assurance · Evidence tracking
Audit request lists with receipts
Fieldwork stalls on request-list items nobody can prove were asked for. DocLoop timestamps every request, every receipt, and every reminder — then exports the lot to CSV for your working papers.
Preparers get a private link per entity; items move requested → received → reviewed, with rejections carrying your exact deficiency note back to the uploader.
Per-entity checklists, one dashboard
Roll every entity's PBC status into a single sorted view: overdue first, then partial, then clean. Filters slice by client or health in one click.
Version history on re-submissions
Rejected uploads aren't overwritten — replacements stack beside originals, preserving the sequence examiners may probe.
Evidence without extra work
The CSV you would have assembled by hand at wrap-up exists continuously. Export mid-fieldwork whenever a reviewer asks.
Frequently asked questions
- Does this replace audit workflow software?
- No — DocLoop owns the collection edge only. Your workpaper platform stays authoritative; DocLoop guarantees the inputs arrive and are evidenced.
- Can we track multiple years?
- Yes — recurring engagements reopen the same list per period, keeping histories separate but comparable.
- What does the export contain?
- Engagement, document, status, requested/received/reviewed timestamps, rejection reasons, reminder counts, and uploaded filenames.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.