Audit prep shouldn't mean reconciling risk and compliance in two different systems
In the workspace
Software you would run and recommend
| Scope | What it covers |
|---|---|
| Firm | Operational and independence risk with owners |
| Clients | A workspace they will actually maintain |
| Quality | Evidence next to the risks it addresses |
One product
firm risk and client GRC
Accounting & Advisory · Essentials
Professional services firms start with their own operational and independence risk — then run client GRC programs on the same practical workspace.
Built for managing partners, risk, and advisory leads
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The work
You have a firm to protect and clients who need a GRC program they will actually use. Those are rarely the same software decision.
01
Firm risk, independence, and quality live in tools the partnership understands. They do not look anything like what you would recommend to a client.
02
You help a client design a register. Six months later it is an unused workbook. There is no workspace you can put them in that you would also run yourself.
03
Engagement risk, resource concentration, and client acceptance sit in partner memory. The firm register is a year-end document.
04
The firm’s own operational risk and the ERM methodology you sell to clients do not share a system, so neither stays current.
In each engagement
One product for the firm and for the clients who will not maintain a traditional GRC platform.
Focus 01
Practice leads own the risks in their area. Quality and risk see residual movement without a year-end reconstruction.
Focus 02
Put clients in a workspace they will use — the same product the firm runs — instead of leaving them with a methodology and a spreadsheet.
Focus 03
Obligations and controls sit with the firm risks they address. File reviews stop being a parallel binder.
Focus 04
Heat maps and overdue actions are views of the live register. The executive meeting is not a slide reconstruction.
How Essentials shows up
Run the firm’s own risk in a workspace you would also put a client in. Add quality, independence, and client programs on the same product.
FAQ
Related industries
Explore how Essentials shows up in adjacent verticals.
Built for independent risk, compliance, and fractional CRO consultants
Built for CROs, operational risk, and compliance at banks and credit unions
Built for CROs, operational risk, and compliance at mutuals
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Risk Reduction
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Supporting 50+ compliance frameworks across 150+ countries
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