CLIENT WORK · AUDENTIS
Document requests.
Request the right documents from each client, collect uploads and see what is still outstanding without rebuilding a checklist every time.
Client workDocument requests
Bank statementReceived
Sales invoicesReceived
Supplier receiptRequested
Source documents connected Sample data
Collect uploads in one workflow
Follow up on outstanding items
Keep your team focused on the review.
Request the right documents from each client, collect uploads and see what is still outstanding without rebuilding a checklist every time. Your team controls the review and approval steps, with the original records close at hand.
BUILT AROUND YOUR FIRM
Make this part of your working day.
Tell us about your current systems and where the work slows down. We’ll show you how Audentis can help your team.