See how audits work on the AuditsPro online audit platform, from fixed-fee quote and portal checklist to trust account records, auditor review, report delivery, and regulator-ready next steps.
Dormant audits from $149 + GST - standard audits from $549 + GST - solicitor audits from $1,949 + GST
This walkthrough now follows the actual portal structure more closely. It starts in the dashboard, then moves through the audit-request wizard so users can understand the journey before they submit anything.
Demo business
Uses Demo Real Estate Pty Ltd with demo ABN 12 345 678 901 so the portal screens feel realistic without showing live client data.
What the preview teaches
Shows where requests, documents, status, and review all sit inside the portal so the flow feels familiar before the user begins.
The client starts from a secure dashboard replica with demo data only, then clicks Request Audit.
FY 2024-2025
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Start your first audit request from the dashboard.
Start your first audit
Takes about 8 minutes - your ABN is all you need to begin.
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Invoices appear once your audit is underway.
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Current screen
The client starts from a secure dashboard replica with demo data only, then clicks Request Audit.
What to prepare
Have your ABN, prior audit report, trust account name, BSB, account number, and NSW UID ready before you begin.
What happens next
Users launch the protected request flow from the dashboard without this public demo loading any private account data.
Follow these detailed steps to complete your trust account audit submission. The exact checklist depends on your state, profession, account activity, and regulator requirements.
/book-demoBegin your audit journey by sharing your business details. We confirm scope, then issue a secure invitation into the client portal when your engagement is ready.
Visit our booking page to get started and share your business contact details. This will be your primary contact for all audit communications.
Once we confirm your engagement, we send a secure portal invitation so your audit information is only accessible by approved client contacts.
Confirm the primary contact details, business name, and any client-specific information needed to start the engagement.
/client-portalTell us about your role, profession, operating states, and trust account context. This helps match the audit checklist to the right regulatory pathway.
Choose your role: Manager, Business Owner, Director, Partner, or Other. This helps us understand your authority level.
Select the relevant profession or service type, such as real estate, accounting, conveyancing, solicitor, business broker, mortgage broker, dormant trust account, or SMSF-related records.
Choose all Australian states/territories where you operate: NSW, VIC, QLD, WA, SA, TAS, ACT, NT. This determines compliance requirements.
/client-portalWe use the Australian Business Register (ABR) to automatically verify and populate your business details, saving you time and ensuring accuracy.
Enter your 11-digit ABN or search by business name. Our system automatically detects the search type and queries the ABR database.
We automatically fill in your company name, ABN, business type, registration status, and operating addresses from official ABR records.
Review the auto-populated information for accuracy. Ensure your business name, ABN, and addresses are correct before proceeding.
/client-portalAdd your trust account details with state-specific compliance information. This is the most detailed step and varies by state.
Choose Rental Trust Account (for bonds and property management) or Sales Trust Account (for deposits and settlements).
Provide account name (e.g., 'MAIN RENTAL TRUST'), BSB (XXX-XXX format), account number, and select operating state.
Complete state-specific requirements like NSW UID, license numbers, entity details, and property management software declarations.
If you operate multiple trust accounts, click 'Add Another Account' and repeat the process. Each account is audited separately.
/client-portalNSW has additional compliance requirements including UID verification and licensee information that must be submitted to NSW Fair Trading.
Enter your NSW Unique Identifying Number (UID) provided by NSW Fair Trading. This is mandatory for all NSW trust accounts.
Provide license number, email, first name, last name, entity license number, and optional entity license expiry date.
Select your property management software: PropertyMe, PropertyTree, or Other. You can add custom software if needed.
/client-portalReview all your information and see transparent, fixed pricing breakdown before submission. No hidden fees, no surprises.
Carefully review your business details, trust account information, and state-specific compliance data for accuracy.
Confirm the fixed-fee quote for the selected scope. Dormant audits start from $149 + GST, many standard trust account audits start from $549 + GST, and solicitor audits start from $1,949 + GST.
Submit your audit request through our encrypted portal. Portal access is protected with HTTPS/TLS encryption.
/client-portalQualified auditors review the trust account records against the relevant scope. You receive your completed audit report or next-step guidance through the secure portal.
Our auditors review your trust accounts, verify compliance, and prepare your audit report. Track status in your dashboard.
Senior auditors perform quality checks to ensure accuracy and completeness of findings before finalizing your report.
Receive notification when the report is ready. Download the audit report from the secure portal and follow any agreed regulator-ready next step.
Rules differ by state. We track official guidance and help keep your audit process current — no guesswork.
Annual
Audit results must be lodged each year via the NSW Fair Trading portal (see portal for current dates).
All audit results must be lodged with Fair Trading. Maintain records for the statutory retention period.
Annual (1 July – 30 June)
Lodge within 3 months after 30 June via myCAV or the approved process.
Deliver a signed copy of the audit report to the licensee and lodge with CAV within the timeframe.
Annual (per trust account)
Annual audit required; lodge the auditor’s report with OFT per current guidance and forms.
Follow OFT forms and instructions for lodgement. Late or incomplete lodgements may lead to enforcement action.
Annual
Submit annual audit documents to the Commissioner within the specified period.
Use the CBS audit checklist to prepare submissions; if funds were held at any time during the period, an audit is required.
Annual (calendar year)
Audit report due by 31 March for the previous calendar year (confirm current bulletin).
DMIRS issues January reminders; confirm the current due date on the official site before lodgement.
Annual
Audit report due by 30 September each year for the prior 1 July–30 June period.
Property Agents Board notes an audit year ending 30 June and possible six-monthly reporting for trust accounts.
We monitor regulator updates and help keep your process current. Focus on your clients while we guide the audit requirements.
Get started todayEnsure you have all necessary documents ready for your trust account audit. Use this interactive checklist to track your preparation progress.
0 of 13 documents prepared
Core financial documentation required for audit
Client-specific trust account documentation
Regulatory and compliance-related documents
We work with all major trust account software platforms. Export your data in the recommended formats below.
Software compatibility cards will be available soon. Please use the recommended file formats below for submissions.
Use these file formats for optimal processing and audit efficiency.
Best for statements and reports
Ideal for transaction data
Only for physical documents
Once you’ve gathered all required documents, our team will handle the rest. Upload your files securely and we’ll begin your audit process immediately.
Follow the typical AuditsPro workflow for a standard trust account audit. Timing depends on complete records, account activity, regulator requirements, and any clarification needed.
Upload trust account documents through the secure client portal
Clear, complete records reduce follow-up and help the audit timeline stay realistic.
Our audit team performs a preliminary document review
Detailed review of trust account records against the agreed scope
Preparation of the audit report and supporting comments
Secure delivery of the report and agreed next steps
Our streamlined approach delivers exceptional results with maximum efficiency and compliance.
Many standard files complete in 5-10 business days after complete records
All audits performed by qualified professionals
Aligned with Australian state requirements
Client portal document handling on Australian AWS infrastructure
Pricing depends on profession, state, trust account activity, account count, and complexity. Dormant accounts start from $149 + GST, many standard trust account audits start from $549 + GST, and solicitor trust account audits start from $1,949 + GST.
Select your state and service type to see the current starting price before scope confirmation
Our pricing reflects a secure online workflow that reduces document chasing, manual handling, and repeated follow-up while keeping audit coordination onshore and professionally reviewed.
Each fixed-fee quote confirms what is included for your state, profession, audit period, and trust account activity.
See how a structured online workflow can reduce administration, improve document visibility, and keep pricing transparent.
Our service is competitively priced because we have invested in modern audit technology, secure document handling, and structured workflows that reduce administration without reducing professional audit care.
Your sensitive financial data is protected using AWS cloud security services and industry-standard encryption, ensuring confidentiality and compliance with Australian privacy laws.
Comprehensive security measures protecting your data at every stage of the audit process.
Follow your data’s journey through our secure audit process with complete transparency and control.
Documents encrypted during upload with TLS encryption
Your files are encrypted in transit using industry-standard TLS protocols.
Data stored securely in AWS S3 with server-side encryption
All data is encrypted at rest using AWS S3 server-side encryption with AES-256.
Only authorized auditors can access your data
AWS Cognito authentication and role-based access controls ensure data security.
Secure processing environment with full audit trails
All data access and processing activities are logged using AWS CloudTrail.
Reports delivered through AWS SES secure email
Final reports are delivered using AWS SES with encryption in transit.
Retention handled under engagement and policy requirements
Client portal audit documents are retained according to the engagement, legal requirements, and document retention policies, then securely deleted or de-identified where appropriate.
We maintain the highest standards of compliance with international security and privacy regulations.
AWS Infrastructure Security
We provide professional-grade security for your sensitive financial data using AWS cloud services and industry-standard encryption to ensure confidentiality and privacy compliance.
Find answers to the most common questions about trust account audits, our process, pricing, and security measures.
Follow these expert tips to ensure your audit process goes smoothly and efficiently.
Organize your documents by month before uploading to speed up the audit process.
Schedule your audit 4-6 weeks before the deadline to allow time for any corrections.
Keep detailed records of all trust account transactions throughout the year.
Use our secure portal for document uploads - never email sensitive financial documents.
Download guides, watch tutorials, and access tools to help you prepare for your audit.
Comprehensive guide to trust account management and compliance
Step-by-step video showing exactly what to expect during your audit
Printable checklist of all documents needed for your audit
Examples of completed audit reports to see what you'll receive
Our expert support team is here to help with any questions about trust account audits, compliance requirements, or our process.
Speak directly with our audit specialists
Get detailed answers to complex questions
Quick answers to common questions
Client services and audit coordination handled in Australia
Dormant audits from $149 + GST; many standard audits from $549 + GST
Common turnaround after complete records and clarifications are received
Client portal audit documents managed on Australian AWS infrastructure
Talk to our team to confirm scope, pricing, and timelines.
Our expert team is ready to help you get started with your trust account audit.
No commitment required • Free consultation • Fixed-fee proposal after scope confirmation
Confirm your audit period, regulator deadline, and document timing early.
Use the checklist to reduce missing records and avoid repeated follow-up.
Confirm your profession, state, trust accounts, and audit complexity upfront.
Ask about timing options if you have an urgent regulator deadline.
If your regulator deadline is close, send your profession, state, audit period, records status, and deadline. We will confirm whether the timing is workable before you proceed.
Take your time to explore our resources and get the information you need.
We keep the process clear and responsive from your first enquiry through final delivery, with updates at each stage.