FIRM WORKSPACE

Clients & engagements

Import clients (CSV)

Engagement portfolio

AuditEXAMPLE · 001

Westbridge Manufacturing, Inc.

Period ended 2025-12-31

Open binder

Engagement team & records export

Recovery scope

Engagement exports contain records, sign-offs, history and evidence paths, not file bytes or user accounts. Daily database snapshots and full database exports do not include storage files. Download evidence separately. Full database restore is managed under More → Database → Manage → Backups; restoring loses later changes and also reverts the schema.

Only the engagement owner can manage team access. Colleagues must create and verify their accounts first.

Client directory

No client directory records have been imported.