Audit and advisory offices run periodic work for dozens of clients. MEGACORE brings the client portfolio, task tracking and team load into one place.
The classic pains of your industry — and MEGACORE’s clear answer to each.
Which client has what left, who's tracking it is unclear.
Work and controls aren't recorded; no proof afterward.
Who's under how much work, who's free isn't visible.
Client fees and collection tracking gets messy in Excel.
They all share one data model — what you enter in one flows to the others automatically.
From start to finish, in four stops.
Each client added to portfolio, periodic work planned.
Work assigned to team, deadlines set.
Steps checked, findings and approvals recorded.
Work done, invoice issued, collection tracked.
Tell us your portfolio structure, we'll set up task and audit flow, try free for 7 days.