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
Add the Client
Create a client profile with key contacts and account details
Link Engagements
Connect audits, projects, and deliverables to the client record
Log Communications
Capture calls, meetings, and emails as they happen
Share Deliverables
Deliver reports and findings through a trackable client space
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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