Client portal for online trust account audits
Request your audit online, confirm your ABN and scope, upload trust account records securely, track missing documents, answer audit team questions, and receive final reports through one organised portal.
Compliance guide reviewed on 5 June 2026. The portal improves workflow and document handling. Auditor eligibility, evidence quality, independence, and state reporting requirements still apply.
Scope
ABN first
Records
Portal upload
Support
Onshore
Audit request workflow
How the portal moves an audit from request to report
The client portal is designed around the real trust account audit lifecycle: scope first, complete records next, targeted follow-up when needed, and final documents when the audit is complete.
Log in with email
Enter your email and verify with a one-time code. The portal is designed for clients who only need to log in during audit season.
Start with your ABN
Your ABN helps identify the business, match the engagement to the correct state and profession, and reduce setup back-and-forth.
Confirm audit scope
Profession, state, audit period, trust account activity, software, and deadline details are captured before audit work begins.
Upload records securely
Use the checklist to upload bank statements, reconciliations, ledgers, reports, software exports, and supporting documents.
Answer targeted queries
If something is missing, the audit team can request the specific item instead of restarting a paper or email handover.
Receive final documents
When the audit is complete, final reports and supporting documents are made available through the portal for easier retrieval later.
Portal capability
Everything needed for online audit document collection
The portal keeps the client and audit team aligned without relying on paper packs, repeated in-person handovers, or scattered email attachments.
State-aware checklist
Document requests are shaped by the client's profession, state, audit period, and trust account activity.
Secure upload
Audit records are uploaded through the portal instead of being spread across paper packs, inboxes, or shared drives.
Follow-up requests
Missing statements, reconciliations, ledgers, or reports can be requested clearly and actioned online.
Audit status visibility
Clients can see where the request sits, what is outstanding, and what has already been submitted.
Final document archive
Completed audit reports and engagement documents stay organised in the portal so clients can download them when needed.
Onshore support
Client services, audit coordination, and client portal data management are handled in Australia.
Online versus paper
Why the portal saves time and reduces audit friction
Online audit delivery does not lower the professional audit standard. It removes avoidable workflow delays around appointments, travel, handover, missing records, and duplicated admin.
Security and data
Built for sensitive trust account records
Trust account audit records can include bank statements, ledgers, reconciliations, client-money records, and supporting transaction evidence. The portal is built to keep document handling structured, controlled, and aligned with the audit engagement.
Client services, audit coordination, and client portal data management are handled onshore in Australia
Client portal audit documents are managed on Australian AWS infrastructure, including the Sydney region
Important audit information is protected with encryption in transit and at rest
Access controls limit audit document access to authorised users and audit team members
Document handling is tied to the engagement scope and audit requirements
No offshore transfer is required for client portal audit document handling
Who uses it
For Australian professionals who hold client money
The portal is used by firms that need a structured, secure way to request trust account audit work and provide the records needed for review.
Real estate agents
Annual trust account audits for agencies across NSW, VIC, QLD, WA, SA, TAS, ACT, and NT.
Conveyancers
Online document collection for settlement trust account audit requirements.
Solicitors
Secure upload and follow-up support for law practice trust account audit records.
Mortgage brokers and planners
Portal workflow for firms with client-money, trust, or compliance evidence requirements.
Accountants
Structured requests for firms with trust account compliance and audit obligations.
Other client-money firms
Business brokers and other Australian professionals can use the portal where the audit scope fits.
FAQ
Client portal questions
Short answers for firms comparing online audit portals, secure uploads, and portal-based trust account audit delivery.
What is the AuditsPro client portal?
The AuditsPro client portal is the online workflow used to request a trust account audit, confirm audit scope, upload records securely, track missing documents, respond to audit team queries, and receive final audit documents.
How does the portal support an online trust account audit?
The portal keeps intake, ABN details, state-aware scope, document checklists, secure uploads, missing-record requests, audit status, and final documents in one workflow. This reduces paper handling, travel, and repeated email follow-up while preserving the required audit evidence review.
Can I upload documents when I am free?
Yes. The portal is designed for asynchronous document collection. Clients can upload requested records when convenient, such as between meetings or after hours, instead of arranging another visit to deliver one missing document.
Will final audit documents stay in the portal?
Yes. AuditsPro may still communicate by email for notifications and practical follow-up, but final audit reports, engagement documents, and supporting audit documents can be kept in the client portal so they are easier to retrieve later without searching through old inbox threads.
Is the client portal safe for trust account records?
The portal uses secure upload, controlled access, and encryption in transit and at rest for important audit information. Client services, audit coordination, and portal data management are handled onshore in Australia, and client portal audit documents are managed on Australian AWS infrastructure, including the Sydney region.
Does the portal replace the auditor's judgement?
No. The portal improves workflow and document handling. The auditor still reviews evidence, asks questions where needed, applies professional judgement, and follows the reporting pathway that applies to the client's state and profession.
Why does the portal help keep fees competitive?
A structured online workflow reduces travel, appointment coordination, paper handling, repeated document chasing, and unclear scope. AuditsPro uses that lower overhead and modern audit technology to support fixed-fee pricing before audit work begins.
Related resources
Plan the full online audit workflow
Use these pages together when comparing online audits, portal uploads, document requirements, and fixed-fee audit scope.
Online trust account audit
Compare online and traditional trust account audit workflows.
Trust account audit
Start with the main audit request and compliance guide.
How it works
See the audit request flow, ABN lookup, checklist, and report delivery.
Trust account audit documents
Prepare the records usually requested for a trust account audit.
Start online, or return to your portal
New clients can start the audit request online. Existing clients can log in to upload requested records, answer follow-up questions, or retrieve final audit documents from the portal.
New audit
Start with ABN and scope
Tell us your ABN, profession, state, audit period, trust account activity, software, and deadline. We confirm the pathway and fixed-fee scope before audit work begins.
Start audit requestExisting client
Upload, respond, or retrieve documents
Use the portal when the audit team asks for more records, when you need to respond to a query, or when you want to download final reports and engagement documents later.