Audit firm CRM: period schedules and document requests and confidential access on a single dashboard

It brings client communication, period planning and document requests together on a single panel: documents arriving from WhatsApp and email collect on the client card, audit periods and fieldwork are tracked on the task board, and the long quote cycle is visible in the pipeline. Let's be clear: ÖzgürKod is not audit methodology or reporting software; the technical side of the audit stays in your existing tools. ÖzgürKod brings order to what surrounds it — communication with the client, document tracking, the period plan and confidential access.

For each audit, you open a task with a document request checklist and a due date: statements such as the trial balance, journal entries and bank reconciliations are listed one by one. The request message goes out in one click with a quick-reply template; as the client sends documents, the checklist is ticked off, files and attachments collect on the card, and clients with missing documents stand out in the overdue work view. AI detects incoming images, so you don't waste time searching which message contains which document.

Yes. Confidentiality is the backbone of this industry, and ÖzgürKod is strong on this front. With role-based permissions, each auditor can access only the client files assigned to them; the firm admin sees everything. Access logs record who accessed which file and which document, and when — a complete record for KVKK (Turkey's personal data protection law) and client confidentiality requirements. Because conversations live in the firm's panel instead of personal phones, sensitive data stays with the firm when a team member leaves.

You set up the quote process in the pipeline to match your own flow: stages such as Quote, Scope Meeting, Contract and Signed. You can see at a glance which step each client is at; you send the scope and fee with a PDF quote template, and track its status (Sent, Revised, Approved) in the flow. Throughout a cycle that lasts months, task and stage tracking keeps which lead is stuck and who needs a follow-up and when in front of you; opportunities that stay inactive for a long time stand out in the list.

No. To be clear, ÖzgürKod does not send scheduled messages on its own. Here is how you set up period management: audit and fieldwork dates are added to the board as tasks with due dates; those with an approaching period are listed on the panel; and you send the notice in one click with a template, either personalized or in bulk to the relevant client segment through the campaign module. Duplicate send blocking prevents double messages to the same client. You control which message goes out and when, at every step.

Yes. You connect your firm's line via the official WhatsApp Cloud API; with the QR method you can add multiple numbers to the same panel. All conversations are recorded on the client card, and multiple auditors can write from the same line at the same time but, with role-based permissions, see only their own file. Outside business hours, a chatbot you build with the visual flow builder handles frequently asked questions and hands over to an auditor when needed. Web form and email channels are also collected in the same inbox.

In practice they describe the same need. Businesses usually search for "Independent audit firms software", "Independent audit firms software", "Independent audit firms job tracking software“ or “customer management software”; “CRM” is this solution is the international name. ÖzgürKod delivers all of these names on one platform: customer communication, appointments, quotes and orders, payment collection and reporting are all in one place. So whatever term you search with, the solution you reach is the same; you don’t need to set up separate software.