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Audit and advisory firm software for engagements, workpapers and WIP

The partner asks where the file stands. The senior has signed the workpaper. Yesterday’s hours are on the engagement, not in a spreadsheet from last month.

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EngagementsWorkpapersReview sign-offTimesheets and WIP

Illustration of an audit desk with engagement files on a screen. Not a photograph of a firm or of Vortex staff.

What you get

The engagement, the workpaper and the hours, on one file

Engagements and workpapers

Run each engagement with two-file workpapers, so planning, evidence and conclusions stay organised.

Review and sign-off chains

Structured review and sign-off, so nothing goes out without the right partner's approval.

Timesheets and WIP

Capture time against engagements, track work-in-progress and recover more of the hours you bill.

Realisation and recovery

See realisation per engagement and per person, and where WIP is leaking.

Practice compliance

Keep the compliance records a firm must maintain, ready for review.

FAQ

Questions people ask

Does it support review and sign-off chains?

Yes. Engagements move through a structured review and sign-off so nothing is issued without the right approval.

Can it track time and WIP?

Yes — timesheets capture time against engagements, and WIP and recovery are visible per engagement and per person.

Is it built for audit workpapers?

Yes. Two-file workpapers keep planning, evidence and conclusions organised for every engagement.

Bring an engagement that is hard to see.

Thirty days on the real edition. No card. A person in Nairobi picks up if you get stuck, and we will say so if it is the wrong fit.

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