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Home›Audit Firms
A module exclusive to audit firms

ERP for independent audit & CPA firms

The MEGACORE Audit module models client acceptance and continuance risk assessment, rotation tracking and multi-step approval governance to match how audit firms work. Integrated with CRM, quote and project modules — a customer can't be opened or a quote advanced until the risk form is complete.

A demo tailored to your audit firm
1
Acceptance risk survey
Mandatory assessment at customer creation
2
Weighted score & knockout
Answers turn into a risk level
3
Approval governance
Approver chain by level
4
Continuance & rotation
Annual validity, continuous monitoring
Why it's different for audit firms

Not an ordinary CRM — audit governance

Beyond standard customer management; a module that embeds independence, risk and rotation rules into the process. Designed with the regulated way audit firms work in mind.

Customer acceptance assessment

A risk survey is mandatory when adding a new customer — the customer and initial acceptance assessment are created in one operation (front-door gate).

Continuance assessment

An annually valid continuance survey on the customer card's Risk tab; validity = fill date + 1 year, at customer level, independent of the contract.

Weighted scoring

Survey answers are weighted and turned into a risk level and recommendation; critical answers halt the process via knockout.

Approval governance

A multi-step approval flow that routes to the relevant approver by risk level; quote progress is tied to risk approval.

Rotation tracking

The rotation column in the service catalog is gated to audit mode; tracking firm rotation rules.

Locked risk on the quote

On the quote, risk is read-only and gated; the quote can't proceed until the risk assessment is complete.

End-to-end process

From acceptance to continuance audit in one flow

When a prospect arrives, acceptance risk is assessed; if approved, the quote and agreement proceed subject to risk approval. Throughout the year, continuance assessment and rotation status stay live on the customer card.

Front-door gate

In a tenant with the audit module enabled, a customer can't be created without the initial acceptance assessment.

Quote risk approval

For quotes subject to the risk process, the approval chain includes the relevant approver by risk level.

Rotation visibility

Firm rotation rules are tracked via the service catalog's rotation column.

app.megacore.com.tr/customers
Müşteriler — denetim modülünde risk sekmesiyle
Process

Audit governance in four steps

1

Define the template

In System Definitions → Risk Forms, set up acceptance and continuance templates, weights and knockout rules.

2

Assess the customer

The acceptance survey is filled in the new-customer wizard; score and recommendation are calculated automatically.

3

Route for approval

The approver chain runs by risk level; critical answers halt the process.

4

Monitor continuously

Continuance assessment and rotation status are tracked year-round on the customer card's Risk tab.

Detail & action screens

Not just lists — work in detail

Add, edit and detail screens. Click to enlarge.

app.megacore.com.tr/risk/forms
Risk değerlendirme formu Risk assessment form
app.megacore.com.tr/customers/1
Müşteri detayı — risk sekmesi Customer detail — risk tab
What you can do

What do you do with Audit in practice?

Concrete use cases that map to your daily work.

01

Assess risk at customer acceptance

A mandatory acceptance survey is filled at new-customer creation; score and recommendation are calculated automatically.

02

Halt the process on critical answers

With knockout rules, certain answers automatically halt customer creation or the quote.

03

Monitor continuance assessment annually

A continuance survey on the customer card's Risk tab; valid for 1 year from the fill date.

04

Tie approval to the risk level

A multi-step approval flow that routes to the relevant approver based on risk level.

05

Track rotation rules

Monitor firm rotation status via the rotation column in the service catalog.

Frequently Asked Questions

FAQ

Write us your question
Can a customer be opened without filling the risk form?
No. In a tenant with the audit module enabled, a customer can't be created without the initial acceptance assessment (front-door gate).
How long is a continuance assessment valid?
Valid for 1 year from the fill date and kept at customer level; independent of the contract.
Is this module suitable for CPA firms?
Yes. It's designed for the regulated way independent audit and CPA firms work.

See MEGACORE for your audit firm

Experience acceptance, continuance, rotation and approval flows with your own customer portfolio.

Request an audit-specific demo