SmartHubs Solutions

Tailored tools for human-led internal audit, governance, and compliance with AI-Assist support—for solo auditors, small teams, and consultants.

SmartHubs Client Management

Manage client relationships, engagements, and communications in one place—built for audit firms and consultants who need clarity across every client.

Built for Client-Facing Audit Teams

Centralize Client Profiles & Contacts

Track Engagements Across Every Client

Log Communication History in One Place

Organize Documents & Deliverables

Monitor Client Satisfaction & Follow-ups

Collaborate with Team Members

Advanced Capabilities

Client Directory & Profiles

Keep client details, contacts, and account history organised in a single directory.

Engagement History & Timeline

See every past and current engagement for a client at a glance, with status and outcomes.

Communication Logs & Notes

Record calls, meetings, and emails so context is never lost between team members.

Document & Deliverable Sharing

Share reports, findings, and deliverables with clients through a centralised, trackable space.

AI-Assist Relationship Insights

Surface at-risk relationships and follow-up opportunities with AI-Assist recommendations.

Reporting Dashboards

Track engagement volume, client health, and team workload across your client portfolio.

Perfect For

Internal Audit Consulting Firms

Manage every client relationship with clarity and show up prepared to every engagement.

Client-Facing Audit Teams

Keep communication history and deliverables organised so nothing gets missed.

Professional Services Firms

Track client health and engagement performance across your whole portfolio.

Client Management Workflow

1

Add the Client

Create a client profile with key contacts and account details

2

Link Engagements

Connect audits, projects, and deliverables to the client record

3

Log Communications

Capture calls, meetings, and emails as they happen

4

Share Deliverables

Deliver reports and findings through a trackable client space

5

Review Relationship Health

Monitor satisfaction and follow-up items across the account

Keep Every Client Relationship on Track

Give your team one place to manage clients, engagements, and communications—built for audit and consulting firms.

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