Audit & Assurance Solution for UAE

Audit firm workflow software built for control, compliance and profitability

Manage PBC document requests, client evidence uploads, engagement execution, review cycles and final deliverables — with real-time utilization and performance reporting.

Request audit demo See the workflow
Client Portal (PBC) Engagement Projects Task Timers & Approvals Utilization & Profitability
Audit Dashboard
Client Portal
PBC requests, evidence uploads and status tracking.
Engagement Control
Projects, tasks, timers, reviews and approvals.
Firm Reports
Utilization, time vs budget and engagement performance.

Who this solution is for

Built for professional services teams where confidentiality, accountability and deadline control matter.

Audit & Assurance firms
Engagement planning, fieldwork, review and issuance.
Internal audit teams
Requests, evidence, findings, follow-ups and reporting.
Tax & advisory
Client tasks, document collection and delivery timelines.
Accounting firms with audits
Standardize engagement templates and client communications.

Typical engagement timeline

A clear, repeatable structure for consistent delivery.
1 Planning
Engagement scope, team assignment, checklist templates.
2 PBC Requests
Client portal requests and evidence upload tracking.
3 Fieldwork
Tasks, timers, coordination, and progress visibility.
4 Review
Reviewer assignments, approvals and rework control.
5 Finalization & Issuance
Deliverables, client updates, archive for future reference.

End-to-end audit engagement workflow

Designed around how finance auditing firms actually operate.

1) Engagement setup
Create the engagement, set scope, assign partner/manager/team, and apply standard templates and checklists.
2) PBC list & client requests
Create document requests and track statuses (Requested, Received, Under Review, Approved) in the client portal.
3) Fieldwork delivery
Assign tasks, run task timers, coordinate evidence review, and track progress across the engagement team.
4) Review & approvals
Internal review loops with approvals help reduce rework and improve engagement quality control.
5) Deliverables & archive
Share final deliverables in a controlled way and keep a secure engagement archive for future reference.
6) Performance reporting
Track utilization, time vs budget, engagement performance and revenue visibility — per client and per engagement.

Client portal for PBC & evidence collection

Reduce follow-ups and email overload. Clients upload documents securely, respond to requests, and see the latest engagement status.

  • PBC list / document request tracking
  • Secure uploads with folder structure
  • Status visibility for clients (what is pending vs received)
  • Activity history for accountability
  • Controlled access to deliverables and final reports
Audit client portal for document requests and evidence uploads

Practice management for audit & accounting firms

Run audits, accounting and tax engagements with one structured workflow — from client onboarding to delivery — with a secure portal, deadlines, reviews and performance visibility.

Engagement templates & checklists
Standardize delivery across teams with repeatable stages, tasks and review steps.
  • Planning & scope checklist
  • PBC request lists by engagement type
  • Reviewer/approver assignment
  • Deadline and status tracking
Time, utilization & realization
See workload distribution and time vs budget to improve utilization and margins.
  • Task timer and timesheets
  • Engagement time vs budget
  • Team utilization visibility
  • Performance summaries
Billing & revenue visibility
Connect delivery to invoicing and revenue reporting (based on your enabled modules).
  • Quotations and invoicing flow
  • Invoice queue for ready-to-bill work
  • Receipts/payments tracking
  • Revenue and profitability reporting
Client communication with accountability
Reduce follow-ups by giving clients clear tasks, due dates and status updates.
  • Client portal tasks & uploads
  • Status-based follow-up structure
  • Centralized engagement documents
  • Clear ownership per request
Document control for confidential files
Keep audit evidence and working papers organized with permission-based access.
  • Role-based visibility for files
  • Engagement folders and structured uploads
  • Client-only vs internal-only documents
  • Secure sharing without email attachments
Built for multi-office teams
Ideal for GCC firms working across UAE, Saudi and other regions.
  • Cloud access for distributed teams
  • Consistent templates across offices
  • Central reporting for partners
  • Secure client collaboration

Want this setup for your firm’s engagement workflow?

We’ll help you map your audit/accounting process into a clean structure with portal, templates, review stages and reporting.
Request Demo

FAQs for audit & accounting firms

Quick answers to common questions before you request a demo.

Yes. Zeyora includes a client portal where clients can upload requested documents and track request status. Access is controlled using roles and permissions.

Yes. You can structure engagements as projects with stages, tasks, assignments, deadlines, and review/approval steps.

Zeyora can be hosted on AWS data centers. Backup strategy can include automated database backups, document backups, off-site copies, and retention policies (daily/weekly/monthly) depending on your plan and setup.

Yes. Zeyora supports time tracking and engagement reporting to help partners review workload, delivery status and performance.

Reports audit firms actually use

Move from guesswork to clear visibility across engagements and staff.

Utilization
By staff, department, manager, period.
Time vs Budget
Engagement-level tracking for control.
Engagement Performance
Delivery status, bottlenecks and risk flags.
Revenue Visibility
Revenue and profitability insights (based on your setup).

Security built for confidential financial data

Audit firms handle sensitive documents. Zeyora is designed with access control and secure operations in mind.

  • Role-based access control (RBAC) for staff and clients
  • HTTPS/TLS encryption in transit
  • Audit-friendly access controls and accountability
  • Separation between companies (multi-tenant ready)
  • Secure hosting using AWS data centers for high physical and infrastructure security

Backup safety & business continuity

We follow a multi-layer backup approach so your audit engagement data remains safe.

  • Automated database backups (scheduled)
  • File-level backups for client documents and engagement files
  • Off-site backup copies for disaster recovery
  • Retention strategy (daily / weekly / monthly) based on plan and policy
  • Restore testing support as part of operational best practices
Need a specific backup policy? We can align retention and recovery objectives to your firm’s internal requirements.

FAQ

Quick answers for audit firms evaluating Zeyora.

Yes. The client portal supports PBC requests, secure document uploads and status tracking so clients always know what is pending and what is complete.

Yes. Audit teams can use task timers for accurate time capture and management can use utilization and performance reports for planning and profitability.

Zeyora can be hosted using AWS data centers. Backups are multi-layered (database + documents) with retention options such as daily/weekly/monthly and off-site copies for disaster recovery.

Ready to modernize your audit workflow?

Get a demo focused on PBC requests, client portal, engagement delivery and audit-firm reporting.

Request audit demo