01
Permanent & KYC
Beneficial owners, risk rating, standing documents. The file that does not restart every year.
Audit documentation, year over year
The file, held on a single spine.
TGraph Audit is the workspace for engagements — KYC and the permanent vault, current-year papers, client questionnaires, and a living trial balance. Teams and clients work in the same year, then roll the file forward.
Helios Ceramics
FY2026 · Fieldwork
P
Planning
A
Cash
B
Receivables
C
Inventory
F
Revenue
Z
Completion
02
Working papers
ISA-shaped refs, assertion tags, preparer and reviewer sign-off, comments in the paper.
03
Trial balance
Import the ledger, post adjusting and reclass entries, auto-build lead schedules.
04
Questionnaires
Assign to the team or the client. Answers version with the year and link to the paper.
05
Roll-forward
Carry the structure, balances, and permanent file. Reset evidence, questionnaires, and sign-offs.
06
QA & lock
Sample the file, partner approval, then seal the year. Green zone shows what is done.
07
Templates
MAP questionnaires ship on Free. The firm renames them, writes its own, then applies a year — logo, client, and team already on the cover.
08
Client portal
Clients upload evidence and answer questionnaires. Reviewer-only folders stay inside the firm.
09
AI risk scoring
Score residual RoMM from the file — ISA 315 areas, ISA 240 fraud, going concern. Accept proposed risks into the paper. Pro.
10
White-label
Custom domain, palette, and branded email on every plan. Certificate issued when DNS matches.
11
Notifications
Task, paper, KYC, and questionnaire events across in-app, branded email, and SMS on Pro.
12
Inquiry & proposals
Smart survey first, then a fee quote calculator, then a white-label proposal the client accepts digitally.
13
Firm file
Legal name, registered office, logo, and the practice KYC pack — SEC, BOA, PRC, BIR, indemnity, ISQM — on the permanent firm file.
14
Working paper cloud
Link Google Sheets, Excel Online, OneDrive, or Dropbox, or upload .xlsx. TGraph indexes, maps to TB and assertions, and runs review — the spreadsheet stays the spreadsheet.
Workspace billing
One workspace free. Unlimited on Pro.
White-label domains ship with every plan. Pro adds AI scoring, SMS, API, and as many practices as the firm needs.
Start
Free
Freeone workspace, forever
The full audit file for a single practice. White-label included.
- 1 workspace
- Unlimited team members and clients
- Permanent file, KYC, trial balance, journals, questionnaires, roll-forward
- MAP template library — rename, tailor, or write your own
- Inquiry survey, fee quote calculator, branded proposal pack
- Firm file — legal name, address, logo, SEC / BOA / PRC credentials
- Working paper cloud — Google Sheets, Excel Online, OneDrive, Dropbox, local Excel
- White-label domain, logo, palette, branded email
- In-app and email notifications
Practice
Pro
$89per workspace / month
Unlimited workspaces, AI scoring, SMS, API, and advanced QA.
- Unlimited workspaces
- AI residual risk scoring — ISA 315, 240, 570
- AI evidence strength scoring on the paper
- Advanced QA sampling and EQCR notes
- SMS notifications
- API keys and 100 GB storage
- Priority support