Manage Your Audit & Certification Business With EnOpSy
EnOpSy helps audit and certification firms manage client engagements, compliance checklists, supporting documents, and site visit schedules from one platform. Auditors can track engagement progress, collect evidence, plan site visits, and issue reports and invoices to clients without losing track of paperwork across spreadsheets and email.
Running an Audit & Certification Business Means Managing Document-Heavy Engagements
Audit and certification engagements are document-heavy by nature. Every engagement involves a checklist of items to review, supporting evidence to collect from the client, and often a scheduled site visit before a report or certificate can be issued. With several client engagements open at once, it is easy to lose track of which checklist items are still open and which documents are still missing.
EnOpSy brings client engagement records, checklist and task tracking, document collection, and site visit scheduling into one platform. Audit teams can see where every engagement stands and move it from kickoff to final report without losing track of details.
Common Audit & Certification Challenges
Client Engagement Records
Keeping every client engagement, scope, and contact organized in one place.
Compliance Checklist Tracking
Tracking every checklist item across a standard or engagement until it is signed off.
Document and Evidence Collection
Collecting and organizing supporting documents and evidence from each client.
Site Visit Scheduling
Planning and scheduling on-site visits and assigning the auditor responsible.
Auditor Workload and Assignment
Balancing engagements and checklist items across available auditors and reviewers.
Issuing Reports and Invoicing
Producing final reports or certificates for clients and invoicing for the engagement.
How EnOpSy Helps
Client Engagement Records
Keep client engagement details, scope, and contacts together in one organized record.
CRMChecklist and Task Tracking
Break each engagement into checklist items and tasks, and track them until closed.
TasksDocument and Evidence Storage
Store supporting documents and evidence collected from each client engagement.
DocumentsSite Visit Scheduling
Schedule on-site visits and assign the auditor responsible on a shared calendar.
CalendarAuditor Assignment
Assign engagements and reviewers, and see workload across the audit team.
ProjectsClient Billing
Invoice clients for completed engagements and record payments received.
InvoicingRecommended EnOpSy Modules
Audit & Certification Engagement Workflow
Receive the Engagement Request
Log the client's engagement request and required scope.
Send a Quotation
Send a quotation covering the engagement scope and pricing.
Conduct the Audit
Assign checklist tasks and schedule site visits for the engagement.
Invoice the Client
Bill the client once the engagement and report are complete.
Collect Payment
Record the payment received against the invoice.
Benefits
Integrations
EnOpSy may connect with supported business tools depending on your plan and setup.
Frequently Asked Questions
How can EnOpSy help an audit or certification firm?
EnOpSy helps an audit or certification firm manage client engagements, checklists, documents, site visits, and billing in one connected platform instead of scattered paperwork and email.
Can I track checklist items for each engagement?
Yes. Checklist items and tasks can be tracked per engagement until they are completed and signed off.
Can I schedule site visits and assign auditors?
Yes. Site visits can be scheduled on a shared calendar with the responsible auditor assigned.
Can I store evidence and supporting documents from clients?
Yes. EnOpSy includes document storage so evidence and supporting files collected from clients can be kept organized by engagement.
Can I invoice clients once an engagement is complete?
Yes. Quotation and invoicing tools can be used to bill clients for completed engagements.
Run Your Audit & Certification Business From One Platform
Manage client engagements, checklists, documents, site visits, and billing with EnOpSy.