Getting Started

• Welcome to audIT!
• Quickstart - Video Training
• Using audIT for the First Time
• Running Your First audIT - Video Training
• Glossary of Terms

FAQs

• Can I import data?
• Do you have any testimonials?
• How do I add a client or prospect?
• How do I add or edit summary statements?
• How do I cancel my trial or subscription?
• How do I change the name or info of another audITee?

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The audIT

• Creating an audIT
• Printing an audIT
• Recording a Win
• Working with audIT Templates

The audITee

• Creating an audITee
• audITee Notes
• audITee MRR and BRS
• Using audITees with Third-Party Connections

Advanced Usage

• Business Review Schedules (BRS)
• Push Notifications
• Setting Up Autotask and ConnectWise Integrations

Things Lawyers Make Us Write

• Privacy Policy
• Terms of Service