Give the role a reliable starting point.
Provide the engagement request list, secure storage rules, reviewer assignments, and naming conventions. Define how revised evidence is handled.
A visible evidence queue
Audit request tracking
Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Track approved request lists
- Log file receipts and source references
- Coordinate missing-information reminders
- Prepare status summaries for engagement leads
What comes back to your team
Work you can see and review.
Client request register
A working record with source references, current status, and the person responsible for the next step.
Evidence receipt index
A focused view of missing inputs, unanswered questions, and items that need your decision.
Outstanding-request summary
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A requested schedule is replaced by a revised version. The assistant preserves the earlier receipt history, links the new file, and notifies the engagement team that the evidence requires review.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check item identifiers, reporting periods, version history, and access. Receipt is distinct from evaluation of audit evidence.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
CasewareShareFileExcelYour engagement platform
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for audit request tracking?
Provide the engagement request list, secure storage rules, reviewer assignments, and naming conventions. Define how revised evidence is handled.
How will we know what is complete?
Check item identifiers, reporting periods, version history, and access. Receipt is distinct from evaluation of audit evidence.
Which decisions remain with us?
Audit procedures, materiality, evidence sufficiency, conclusions, and reporting remain with qualified engagement professionals.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as Caseware, ShareFile, Excel. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
A controlled intake queue
Tax-season administration
Track client organizers, requested records, and administrative follow-ups during tax season.
Explore the serviceThe next review, clearly preparedReview queue coordination
Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
Explore the serviceConversations with the right contextCPA client coordination
Coordinate approved client communications and meeting preparation for your CPA team.
Explore the serviceA role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.