Client portal software for audit and advisory firms
Replace scattered email and file sharing with structured request management and branded, secure workflows. Alkmist is a client collaboration portal for audit and advisory teams.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
Audit and advisory work scattered across email and drives is slow and risky. Alkmist brings it into one branded portal: structured requests, secure sharing, and compliant collaboration.
Built for the job
Four capabilities in one client portal.
Structured requests
Track every ask
Each request is a tracked item with an owner, a due date, and a status.
Reusable templates
Live status
Progress both sides
Secure sharing
Files, protected
Controlled, revocable sharing replaces open links and email.
Encryption in transit and at rest
Expiring access
File screening
Branded workflows
Your firm throughout
Clients work in your brand, not a vendor's.
White-label branding
Custom domain
Branded emails
Compliant and EU-hosted
Trust built in
Party isolation, an audit trail, and EU residency underneath.
Party isolation
Immutable audit trail
EU data residency
Email and drives vs Alkmist
The same client work, run as a branded workflow.
Email and file sharing
Requests in threads
Open file links
Manual reminders
No trail
Alkmist client portal
Structured requests
Secure revocable sharing
Automated follow-ups
Immutable trail
Built for audit and advisory
One portal for regulated client work.
AuditEvidence
AdvisoryEngagements
Due diligenceMulti-party
ComplianceReviews
40%
Faster coordination
8
Permission roles
EU
Data residency
ISO 27001
Certified
Frequently asked questions
What is client portal software for audit and advisory firms?
A secure, branded portal that replaces scattered email and file sharing with structured request management and compliant collaboration for audit and advisory teams.
How does it reduce email and file chaos?
Alkmist runs each request as a tracked item with automated follow-up and secure sharing, so client work leaves the inbox for one branded space.
Is it secure and compliant?
Yes. Party isolation, eight roles, an immutable trail, ISO 27001 certified, GDPR compliant, and EU-hosted.
Can clients work in our brand?
Yes. The portal is white-labeled with your logo, colours, and domain.
See Alkmist in action
A client portal for audit and advisory
See how Alkmist replaces email and file chaos with branded, structured workflows. Book a demo.
