CORAA
AI Modules/Findings/Client Portal
Magic-link Questionnaire· निष्कर्ष

Client Portal

AI-drafted ପ୍ରଶ୍ନ from ନିଷ୍କର୍ଷ. Client uploads evidence via magic-link, ନା signup.

CORAA Client Portal questionnaire

ଅଡିଟ୍ ନିଷ୍କର୍ଷ often require evidence from the client: a missing ଚାଲାନ୍, a board resolution, a bank statement, an MSME declaration. The traditional path is email back-and-forth with attachments that the ଅଡିଟ୍ ଟିମ୍ has to organize. CORAA's Client Portal converts ନିଷ୍କର୍ଷ into AI-drafted ପ୍ରଶ୍ନ, delivered via magic-link email to the client. The client opens the link, uploads files or types responses, and the response routes back to the originating ନିଷ୍କର୍ଷ.

  • AI-drafted ପ୍ରଶ୍ନ from ନିଷ୍କର୍ଷ
  • Bundle multiple ନିଷ୍କର୍ଷ into one questionnaire
  • Magic-link delivery, ନା client account creation
  • Expected response: file upload, text ଉତ୍ତର, or both
  • ସ୍ଥିତି tracking: Requested, Awaiting Client, Awaiting ଅଡିଟର୍ Review, Resolved
  • Response routes back to the originating ନିଷ୍କର୍ଷ automatically
Two paths, one ledger

The old way, and ours.

Two paths to the same audit conclusion. One leaves traces; the other doesn't.

Traditional

The old way

  • -ଅଡିଟର୍ emails the client with attached ନିଷ୍କର୍ଷ list
  • -Client replies with attached files (sometimes wrong files)
  • -ଅଡିଟ୍ team manually organizes responses against ନିଷ୍କର୍ଷ
  • -Follow-up emails chase missing items
Client communication: email chaos. Response tracking: spreadsheet.
CORAA

On the Ledger

  • ନିଷ୍କର୍ଷ turned into structured ପ୍ରଶ୍ନ automatically
  • Single magic-link sent to client; ନା signup
  • Responses route to source ନିଷ୍କର୍ଷ with ଅଡିଟ୍ ଟ୍ରେଲ୍
  • Reminder emails sent automatically for unanswered ପ୍ରଶ୍ନ
  • ସ୍ଥିତି visible per ପ୍ରଶ୍ନ and per questionnaire
Client communication: structured. Response tracking: automatic.
How it works

Three steps. Every trace logged.

Step 01

Select ନିଷ୍କର୍ଷ, send

From the ନିଷ୍କର୍ଷ inbox, the ଅଡିଟର୍ selects one or more ନିଷ୍କର୍ଷ that need client evidence and clicks Send to Client. CORAA drafts a ପ୍ରଶ୍ନ per ନିଷ୍କର୍ଷ (AI-suggested, editable), lists the expected attachment, and bundles them into one questionnaire.

Step 02

Client receives magic-link

The client gets an email with a magic-link to the questionnaire. ନା account, ନା signup. Click the link, see the ପ୍ରଶ୍ନ, upload files or type responses, click Submit.

Step 03

Response routes back

Each response routes to the originating ନିଷ୍କର୍ଷ. The ଅଡିଟ୍ ଟିମ୍ sees the response inline on the ନିଷ୍କର୍ଷ record. If the response resolves the ନିଷ୍କର୍ଷ, the ଅଡିଟର୍ marks it Resolved; if not, sends a follow-up ପ୍ରଶ୍ନ.

Inside the module

What you actually get.

AI-drafted ପ୍ରଶ୍ନ

CORAA reads the ନିଷ୍କର୍ଷ's description, the linked ଭାଉଚର୍, and the ଅଡିଟ୍ context, then drafts a polite, specific ପ୍ରଶ୍ନ for the client. Example: 'Could you please share the GST ଚାଲାନ୍ and bill of sale for vehicle ENGREF24250007, sold for ₹31.2 lakh, for our ଅଡିଟ୍ records?'

  • Context-aware drafting
  • Polite and specific tone
  • ଅଡିଟର୍ edits inline before sending
  • Re-draft with AI button for alternates

Magic-link delivery

ଇମେଲ୍ delivery via a unique magic-link per questionnaire. The link expires after the configured period (default 7 ଦିନ). The client opens the link in any browser, ନା signup.

  • Unique link per questionnaire
  • Configurable expiry
  • ଇମେଲ୍ delivery via transactional email
  • Mobile-responsive client view

ସ୍ଥିତି tracking

Per-ପ୍ରଶ୍ନ status: Requested, Awaiting Client, Awaiting ଅଡିଟର୍ Review, Resolved, Closed. The questionnaire-level status aggregates across ପ୍ରଶ୍ନ.

  • Requested: sent, awaiting client open
  • Awaiting Client: opened, response pending
  • Awaiting ଅଡିଟର୍ Review: client responded, team to review
  • Resolved: response accepted, ନିଷ୍କର୍ଷ resolved
  • Closed: questionnaire closed without resolution

Response routes to ନିଷ୍କର୍ଷ

Every response (file, text, or both) routes back to the originating ନିଷ୍କର୍ଷ. The ଅଡିଟ୍ ଟିମ୍ sees the response inline on the ନିଷ୍କର୍ଷ record. The ଅଡିଟ୍ log preserves who sent the ପ୍ରଶ୍ନ, when, and what response came back.

  • Response on ନିଷ୍କର୍ଷ record
  • ଅଡିଟର୍ accepts or rejects the response
  • Rejection triggers follow-up ପ୍ରଶ୍ନ
  • ଅଡିଟ୍ trail complete per SA 230
Frequently asked

Answers, up front.

Never. The ନିଷ୍କର୍ଷ inbox is internal to the ଅଡିଟ୍ ଫାର୍ମ. The Client Portal is a curated outbound: the ଅଡିଟ୍ ଟିମ୍ selects which ନିଷ୍କର୍ଷ become client ପ୍ରଶ୍ନ. Internal triage (Resolve, Dismiss, Pin) remains inside CORAA. Clients see only the ପ୍ରଶ୍ନ explicitly sent to them.
Reminder emails are sent automatically at configurable intervals (default: ଦିନ 3 and ଦିନ 7 after initial send). After the configured expiry (default 7 ଦିନ), the questionnaire closes; the ଅଡିଟର୍ can re-send if needed. Unresponded ପ୍ରଶ୍ନ surface as Opinion sign-off blockers if they relate to Above-PM ନିଷ୍କର୍ଷ.
ହଁ। Multiple recipients (multiple email addresses on the client side) can receive the same magic-link. Common when the questionnaire spans different departments (finance, ops, legal). Responses from any recipient route to the questionnaire; the ଅଡିଟ୍ ଟିମ୍ sees who responded with what.
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Audit Client Portal AI | Magic-link Questionnaire for CA Firms | CORAA | CORAA