Secure client document collection for audit and accounting firms, without the email threads, shared drives and spreadsheet chasing.
A workspace per client and period, with a live progress dashboard and requests-by-status charts.
Assign requests to staff and client contacts, with a full status history on every item.
Multi-file drag-and-drop uploads, inline preview of images and PDFs, and ZIP download.
Bulk-import a full request list from a template, with a configurable category catalogue.
Comments on every request, a notification centre and automatic email notifications.
Automatic nudges to the client and the firm when items go past their due date.
Filter every request across an engagement and export it to CSV in one click.
Deleted requests and files are held in a recycle bin for 30 days, with one-click restore.
Your firm's workspace is private — nothing in it is visible to any other firm, ever.
Deleted requests and files stay in a recycle bin for 30 days, with one-click restore. Permanent deletion is restricted and logged.
Firm Admin, Partner, Manager, Staff, Client Admin, Client User — each with exactly the access they need, no more.
Copy last period's request structure into the new engagement in one step — duplicates flagged automatically.
Two products from Azex Global, offered together. Already working in Azex Audit? Add AzexPan to handle the client document side of every engagement.
Secure requests, uploads and live status, client by client.
We'll walk through a real collection engagement end to end.