Ask the client once. Use the answer everywhere.
One inquiry engine serves acceptance and continuance, understanding the entity, fraud inquiries, the internal-controls questionnaire and ad-hoc asks — through a client portal that keeps answers exactly as given.
Inquiries · understanding the entity
Client portalQ. Did the Company modify any debt during the year? Yes — term loan amended 15 June 2026.
Routed: PBC proposal “Amended loan agreement and lender correspondence” · risk lead “Debt — completeness”. Awaiting engagement-team approval.
Duplicate data entry
One answer, used throughout.
Completeness
Implications caught systematically.
Client experience
A single, structured place to answer.
In action
Inquiries in action.
Every answer is routed: a “yes” that implies evidence proposes a PBC request, one that implies a risk becomes a risk lead, one that implies an adjustment becomes a candidate — all for the engagement team to approve.
Inquiries · understanding the entity
Client portalQ. Did the Company modify any debt during the year? Yes — term loan amended 15 June 2026.
Routed: PBC proposal “Amended loan agreement and lender correspondence” · risk lead “Debt — completeness”. Awaiting engagement-team approval.
The difference
The process today, and with Validate.
Traditional
- 1Separate questionnaires
- 2Answers retyped into workpapers
- 3Someone spots the implications — or doesn’t
Validate
- 1One engine, five questionnaires
- 2Answers stored verbatim
- 3Routed to PBC, risk and adjustments
- 4Team approves before anything is sent
Your team reviews the exceptions and approves.
Stop answering the same question in five different workpapers.