For Audit Firms

Practice management software for auditors

Plan, run and review audit engagements with structured workflows, complete document trails and built-in compliance—so every file is consistent, evidenced and on time.

Audit team at work with the Bill Workflow dialog over the audit budget (photo and illustration)

Keep every audit file consistent and review-ready

Audits live or die on documentation, independence and deadlines. ZenWorkflow keeps engagements structured and evidenced from planning to sign-off.

Structured engagement workflows

Drive each audit through planning, fieldwork and completion with the steps and approvals your methodology requires.

Evidence in one place

Keep working papers, client documents and verification records attached to the engagement, not scattered across drives.

Independence and AML built in

Run KYC, PEP and sanctions checks and risk assessments as part of acceptance, with a full audit trail.

Clear review and accountability

See who did what and when, with reviewer sign-off stages on every workflow.

Audit manager and junior reviewing working papers, with the audit workflow card (photo and illustration)

Run each audit to a consistent standard

Templated audit workflows take every engagement through the same stages, with assigned preparers and reviewers, budgets and status tracking so partners always know where each file stands.

Client risk assessment with PEP and sanctions cleared (illustration)

Acceptance, KYC and risk in one trail

Capture client acceptance, identity verification, PEP and sanctions screening and risk assessments against the client record, with document expiry tracking and a complete history.

Audit budget against actual hours (illustration)

Budgets, time and recovery under control

Set budgeted hours per engagement, capture time as the team works, and compare budget to actual so you can protect recovery and price the next job accurately.

Comment thread on an audit workflow (illustration)

Work the engagement file together

Keep queries, review points and decisions attached to the engagement, so the team and reviewer share the same context and nothing important is lost between fieldwork and sign-off.

Everything an audit firm needs in one platform

Engagement workflows, documents, compliance, time and billing—explore the full feature set.

Workflows & templates

Standardise and automate every recurring engagement with reusable templates.

Client management

Contacts, directors, shareholders, company history and documents in one record.

Time tracking

Capture billable hours against clients, services and jobs with approvals.

Billing & invoicing

Turn time and fees into invoices, estimates and credit notes in seconds.

AML/KYC compliance

PEP and sanctions screening, risk assessments and full audit trails.

Leave management

Requests, approvals, balances and a shared team leave calendar.

How it works

Up and running in three simple steps

No long onboarding. Bring your practice into ZenWorkflow and start working the same day.

1

Import your data

Bring your clients, contacts and company data across from spreadsheets or your old system in minutes.

2

Build your workflows

Turn your services into reusable templates, assign your team, and let deadlines and recurring work run automatically.

3

Track time & get paid

Log billable hours against every job, convert them into invoices in one click, and see what's billed and outstanding.

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Auditors — frequently asked questions

Common questions from audit firms evaluating ZenWorkflow.

Yes. Build templates with the planning, fieldwork, completion and review stages your methodology requires, and reuse them on every engagement.

Yes. Run KYC, PEP and sanctions screening and risk assessments at acceptance, all recorded against the client with a full audit trail.

Documents and verification records attach to the client and engagement, so the evidence stays with the file rather than in scattered folders.

Yes. Status tracking and reviewer stages give partners a live view of where each audit file stands.

Yes. Set budgeted hours and fees per engagement and compare them against time captured to protect recovery.

Yes. Save your engagement workflows as templates so every auditor follows the same planning, fieldwork and completion steps.

Yes. Comments and review points stay attached to the file, so context is shared from fieldwork through to sign-off.

Yes. Document expiry and review dates are tracked so ongoing monitoring never slips.

Yes. Assign preparers and reviewers, and keep queries and decisions on the file so everyone shares the same context.

Run audit engagements with confidence

See how audit firms keep every file structured, evidenced and on schedule.

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