Packed full of features to automate the cumbersome process behind selling traditional Tax Audit Insurance
How does Audit Safe work?
A cloud-based plug-and-play solution equipped with a payment gateway for Accountants to provide a more seamless experience for their clients
Integrated with PM Software
Automatically captures your client data into a cloud dashboard for you to prepare offers/proposals
Electronic Proposals
Construct and send prepaid compliance offers electronically with secure payment links
Cloud Client Portal
Self serve, 24/access, displaying outstanding/accepted proposals.
Simple online proposal acceptance.
Payment Gateway
Clients pay with credit card/bank accounts. Funds settle with full reconciliation in the PM System
Cloud Dashboard View for both the Accountant and their Clients
Accountant Dashboard
Accountant Settlement Dashboard View
Client Dashboard View
Client Dashboard FAQs
Compliance risk reporting
Cover details
Offer email
Client secure online payment gateway
Overdue payment SMS
Payment confirmation
Perhaps it's time to make the SWITCH to Audit Safe?
Request an obligation-free demonstration today!
