ఆడిట్ ఫలితాలు often require evidence from the client: a missing invoice, a board reపరిష్కారం, a bank statement, an MSME declaration. The traditional path is ఇమెయిల్ back-and-forth with attachments that the ఆడిట్ బృందం has to organize. CORAA's Client Portal converts ఫలితాలు into AI-drafted questions, delivered via magic-link ఇమెయిల్ to the client. The client opens the link, uploads files or types responses, and the response routes back to the originating finding.
Two paths to the same audit conclusion. One leaves traces; the other doesn't.
From the ఫలితాలు inbox, the ఆడిటర్ selects one or more ఫలితాలు that need client evidence and clicks Send to Client. CORAA drafts a question per finding (AI-suggested, editable), lists the expected attachment, and bundles them into one questionnaire.
The client gets an ఇమెయిల్ with a magic-link to the questionnaire. కాదు account, no signup. Click the link, see the questions, upload files or type responses, click సమర్పించండి.
Each response routes to the originating finding. The ఆడిట్ బృందం sees the response inline on the finding record. If the response resolves the finding, the ఆడిటర్ marks it Resolved; if not, sends a follow-up question.
CORAA reads the finding's description, the linked వౌచర్, and the ఆడిట్ context, then drafts a polite, specific question for the client. Example: 'Could you please share the GST invoice and bill of sale for vehicle ENGREF24250007, sold for ₹31.2 lakh, for our ఆడిట్ records?'
ఇమెయిల్ delivery via a unique magic-link per questionnaire. The link expires after the configured period (default 7 days). The client opens the link in any browser, no signup.
Per-question status: Requested, Awaiting Client, Awaiting ఆడిటర్ Review, Resolved, Closed. The questionnaire-level status aggregates across questions.
Every response (file, text, or both) routes back to the originating finding. The ఆడిట్ బృందం sees the response inline on the finding record. The ఆడిట్ లాగ్ preserves who sent the question, when, and what response came back.
