Manage compliance programs for your entire client portfolio from a single dashboard. Each client gets an isolated company with its own data, users and compliance templates — secured by enterprise-grade access controls.
Every layer of the platform is designed for MSP operations — from isolated workspaces to centralized management and per-client reporting.
Each client gets a fully isolated company with its own users, departments, templates, audits, incidents and actions. Data never crosses company boundaries.
Switch between client companies instantly from a single login. Org-wide view gives you a bird's-eye perspective across all clients, while company context lets you drill into any account.
Configurable roles separate your staff from client users. Your team oversees every company, while client users only ever see their own.
Client data is isolated by design. Every user, record and report belongs to exactly one company, and nothing is shared between clients.
Create compliance templates once at the org level and deploy them across all client companies. Apply your branding so every client sees your firm's identity in the app and in email.
Generate audit, incident, lesson and meeting reports scoped to a single client company, ready to share under your brand.
Whether you're an audit firm, an MSP, or an enterprise with multiple entities — workspaces give you the isolation and control you need.
Manage compliance programs for dozens of clients from a single platform. Each client gets their own isolated environment while you maintain centralized oversight.
Offer compliance-as-a-service to your clients. Run audits, manage incidents and corrective actions, and deliver reports — all under your brand with per-client isolation.
Large organizations with multiple subsidiaries or business units can use companies to separate compliance data by entity, region, or division.
Ensure consistent compliance standards across all franchise locations. Deploy standardized audit templates and monitor compliance rates per location.
Keeping each client's data separate is part of how the platform is built, from the moment a user signs in to the report they download.
Every user signs in to one organization and is assigned to the client companies they may work in. Nothing outside that assignment is visible to them.
Every audit, incident, lesson, meeting and action belongs to exactly one company. Lists, dashboards and searches only ever show the company you are working in.
Exports and scheduled reports are generated for a single company at a time, so a client only ever receives their own data.
Client separation is not a setting an administrator has to remember. Every user, record and report is tied to a single company from the moment it is created, so your clients only ever see their own compliance program.
Every plan includes the core capabilities needed to simplify compliance management while allowing your organization to scale confidently.
A company is an isolated sub-account within your organization. Think of your organization as the MSP or parent company, and each company as a separate client environment. Every company has its own users, departments, templates, audits, incidents, lessons and actions — completely separated from other companies.
Every company is a separate, isolated environment. Users, records and reports belong to exactly one company, and a client user can never see another client's data. Isolation is part of how the platform is built, not a setting you have to remember.
Yes. Users with management roles can switch between companies instantly using the built-in company switcher. You can also return to the org-wide view to see aggregated data across all clients. Client users are bound to their assigned company and cannot access other companies.
Subscriptions and plan limits are managed at the organization level. All companies within your organization share the same plan. You don't pay per company — one subscription covers your entire client portfolio.
Roles are configurable. Typical client-facing roles cover company administration, running audits and modules, responding to audit items and reviewing findings, while your own staff roles oversee every company in your portfolio.
Yes. Your logo and email branding apply across all companies, with white-label options on Partner Enterprise. Your clients see your firm's identity throughout the platform, reinforcing your brand as the service provider.
No. You can create unlimited client companies under your organization. Each company is fully isolated and independently configurable with its own departments and templates.
Set up your organization, create your first client workspace, and start running audits and tracking actions — all in under 10 minutes. No credit card required.
No credit card · 14-day trial · Unlimited workspaces · SOC 2 Type II
