A secure client portal for audit and advisory teams
One secure space for client work. Alkmist gives audit and advisory teams structured request management, branded document sharing, and automated follow-up, so engagements move forward with less client chasing.
ISO 27001 certifiedGDPR compliantData stays in the EU8,000+ users in 62 countries
In one line
Audit and advisory engagements run on a stream of requests, documents, and questions that usually live in email. Alkmist brings them into one secure, branded portal: structured requests, controlled sharing, and automated follow-ups, so the team spends less time chasing and more on the work.
The engagement in one place
Four capabilities that move client work out of the inbox and into a secure portal.
Structured requests
Track every ask
Each request becomes an item with an owner, a due date, and a status, so the whole engagement is visible at a glance.
Reusable request templates
Owner and due date per item
Real-time progress for both sides
Branded sharing
Your firm, secured
Clients work in your brand through controlled, encrypted sharing rather than open links.
White-label branding
Encryption in transit and at rest
Controlled, revocable shares
Automated follow-up
Less chasing
Reminders run automatically and overdue items escalate, so associates stop sending the same email.
Behavioral reminder cadence
Overdue items escalate
Completed items stop chasing
Secure and compliant
Trust built in
Eight roles, an immutable audit trail, and EU residency, ISO 27001 certified and GDPR compliant.
Eight permission roles
Immutable audit trail
EU data residency
Email-driven engagements vs Alkmist
The same engagement, run as a tracked workflow instead of a thread.
Running engagements from email
Requests buried in threads
Manual, easily missed reminders
Documents scattered across inboxes
Status reconstructed by hand
Generic, unbranded experience
Alkmist client portal
Every request tracked and owned
Automated follow-ups
All documents in one secure space
Live engagement status
Your brand throughout
Built for professional-services engagements
One portal across the client work your firm runs.
AuditPBC & evidence
AdvisoryEngagements
AccountingClient requests
ComplianceReviews
40%
Faster coordination
8
Permission roles
EU
Data residency
ISO 27001
Certified
Frequently asked questions
What is a secure client collaboration portal for audit and advisory teams?
It is a branded, secure space where a firm and its clients run an engagement together: tracked requests, controlled document sharing, and communication in one place, instead of email and shared drives.
How does it reduce client chasing?
Alkmist runs automated, behavioral follow-ups against each request, so overdue items escalate and completed ones stop chasing, and the team manages exceptions instead of sending reminders.
Is it secure and EU-hosted?
Yes. Alkmist encrypts data in transit and at rest, provides eight permission roles and an immutable audit trail, is ISO 27001 certified and GDPR compliant, and keeps client data on EU infrastructure.
Can clients work in our brand?
Yes. The portal is white-labeled with your logo, colours, and domain, so clients work in your firm's brand.
See Alkmist in action
Run client work in one secure portal
See how Alkmist gives audit and advisory teams structured requests, branded sharing, and automated follow-up. Book a demo.
