For Audit, Tax, Transaction Advisory & Forensic Practices
Send the client a link. Get an organized PBC package back — with the figures already extracted.
Clients upload financials, supporting schedules, and tax docs to organized sections — no account, no training. Every file is tagged, summarized by AI, and tied back to source. Your seniors and managers start engagements with normalized data instead of a stack of PDFs.
Built for every engagement type
Whether you’re auditing a small business or a publicly-traded company.
Engagements span the full range. Some clients have never been through an audit; others have their own audit committee and a mature SOX program. Vetting Vault works the same way for both — and gives you a structured engagement file plus AI extraction that cuts senior hours regardless of client sophistication.
Generic file-sharing was built for transfer, not process. It doesn’t structure the workflow, doesn’t organize what comes in, and doesn’t help anyone analyze the data after it arrives. Vetting Vault gives you request-first intake, structured ingestion, and AI analysis — three layers that compound across audit, tax, transaction advisory, and forensic work.
One example of range
A 75-year-old client on a deal we’re running figured out how to upload documents, write responses, and use the more advanced features — without any prompting.
That same person can’t use his Google Calendar.
The same platform — same intake, same knowledge base, same AI layer — runs engagements for sophisticated clients the same week. The product adapts to who’s using it.
Step one
Send the client a link. They upload to the right PBC sections.
The PBC list is the interface. The client sees exactly what’s being asked of them, with each item in its own slot. No folder hierarchy to navigate, no passwords to forget, no email threads to lose.
What your client sees
- A clean, sectioned upload portal — no account required
- Each PBC item in its own labeled slot
- PDF templates attached where helpful (engagement letter, supporting schedules)
- Real-time confirmation that uploads succeeded
- Resume from any device — no app to install
Before and after
Email-based PBC
With Vetting Vault
Email the client a 30-item PBC list
Send one intake link with organized sections
Spend the first week of every engagement chasing missing items
Real-time dashboard shows exactly what's outstanding
Open every bank statement to pull deposits and balances
AI extracts the figures as soon as the client uploads
Manually reconcile P&L against bank deposits — hours of tick-and-tie
Deal AI cross-checks across the package with cited sources
Pull tax return figures by hand for the financial analysis memo
Structured AI summary on every tax return and P&L
Rebuild a working trial balance from scattered client uploads
Documents arrive tagged to their PBC item, ready to work with
Why firms choose this intake model
Purpose-built for moving client documents into a workable engagement file — without making the client learn anything new.
No Account for the Client
Your client — typically a business owner with no audit-prep experience — just clicks the link and uploads. No signup, no passwords, no how-to call.
Organized by PBC Section
Trial balance, bank reconciliations, fixed asset schedules, tax returns — each PBC category has its own slot. Client doesn't have to guess where things go.
Real-Time Progress on Every Engagement
See exactly what's complete across every client engagement. Spot the ones stalled before billing pressure hits.
Automatic Notifications
Get pinged when clients submit, when something changes, when a deadline is approaching. No checking email constantly.
Audit-Trail Ready
Email verification, link expiration, version history, full audit logs. SOC 2 compliant infrastructure your firm's risk team will approve.
Import Your Existing PBC Lists
Already have a standard PBC template in Excel or Word? AI structures it into an intake template in minutes — reusable across every client.
Step two
Every document gets understood, not just stored.
Because every file entered through a specific PBC item, the platform already knows what it is. Three years of P&Ls arrive tagged as P&Ls — not as Financials_FINAL_v3.pdf. That structure is what generic file-sharing tools can’t give you.
Tagged to purpose, not to folders
Every document is associated with the specific PBC item it answers. The system knows this is the 2024 trial balance because the client uploaded it to the “Trial Balance” slot.
Text, tables, and images extracted automatically
PDFs, scans, and images processed on upload. Financial tables pulled out as structured data. The whole client engagement file becomes searchable — and ready for the analysis layer.
The PBC list is the engagement file
Live progress tracking built in. Always know exactly which items are complete, pending, or blocked — across every client engagement.
An engagement file in Vetting Vault — every document attached to the PBC item it answers.
The first pass, done before your team picks it up.
When every document arrives structured, the AI can do real work against it. Not chatbot Q&A — actual extraction and reconciliation your seniors and managers would normally do by hand, with every output cited back to the source PDF.
Financial figures, extracted
Revenue, EBITDA, gross margin, balance-sheet line items, bank balances, and deposit totals — pulled from every P&L, tax return, and bank statement into a normalized view, year over year.
No more senior-night rekey of PDF financials.
Tick-and-tie, done
Compare P&L to trial balance to bank deposits. Match tax return revenue to books. Spot the reconciliation issues that take hours to find by hand — Deal AI surfaces them with source citations.
Every figure cited back to the source PDF.
Ask anything about the engagement
“Walk through the working capital changes in 2024.” “What does cash flow look like vs. reported revenue?” The agent reads the engagement file and answers in plain English with source citations.
Confidence pills + source citations on every answer.
Period
Jan – Dec 2025
Revenue
$20,611,692.09
Gross Profit
$20,598,892.09
Operating Income
$3,757,680.85
Net Income
$3,773,127.49
Profit and Loss statement for ACME, Inc. for January–December 2025, showing $20.6M in revenue and $3.77M in net income.
2025 revenue across the three sources:
AI assists. Your professional judgment runs the file.
Every AI output shows its sources, flags low-confidence extractions for review, and stays inside the engagement file. Audit opinions, tax positions, and findings stay with your firm. The platform removes the manual extraction and reconciliation hours that come before the professional judgment — and the audit trail is built in.
Across every practice area
Same structured backbone — tailored to how each engagement type actually runs.
Audit & Assurance
Your audit engagements run on a structured, citable backbone. Clients upload to organized PBC sections, AI extracts trial balance figures and ties them to source documents, and every workpaper has a clear audit trail back to client data.
How it works
Practice outcomes
Tax Preparation
Stop chasing clients for receipts, K-1s, and supporting schedules. The intake portal gives clients a clear list of what's needed; AI extracts figures from the documents they upload so prep starts with structured data.
How it works
Practice outcomes
Transaction Advisory
Buy-side or sell-side QofE engagements run smoother when the underlying data is already structured. AI does the first pass on financials so your team starts with normalized figures and citations to source PDFs.
How it works
Practice outcomes
Forensic & Investigation Work
When source-document integrity matters, the structured ingestion model gives you a clean, citable foundation. Every document is tagged to its purpose, fully searchable, and traceable back to who uploaded it and when.
How it works
Practice outcomes
What firms say
“We use Vetting Vault for client audit prep. Clients upload to organized PBC sections — they don't have to guess where things go. The AI extraction on financials cut about a third of the senior time off our average engagement.”
Audit Partner
Regional Accounting Firm
“On QofE engagements, the cross-document reconciliation is the killer feature. We used to spend the first week tying P&Ls to bank statements by hand. Now that's done before we even start.”
Transaction Advisory Director
CPA Firm with M&A Practice
SOC 2 ready
Full audit trail, version history, encrypted at rest and in transit. Built for the documentation standards your firm’s risk team requires.
One pays, the rest collaborate free
Your team, the client, attorneys, third-party specialists — everyone collaborates in the same engagement file. Only deal admins pay.
Notifications, not nagging
Clients get nudges on what’s outstanding. Your team gets pinged when documents arrive. Nobody has to chase.