ApproveThis manages your AuditCase Integration approvals.

When Compliance Meets Efficiency

Accounting firms and compliance teams face a constant challenge: maintaining rigorous oversight while keeping workflows moving at the speed of business. AuditCase provides the tools to manage audits and client data, but critical decisions often get stuck in email chains or delayed by manual approval processes. This is where ApproveThis transforms the game – not by replacing your existing systems, but by adding a layer of structured decision-making that aligns perfectly with AuditCase's capabilities.

Through Zapier integration, these platforms create a closed-loop system where audit-related triggers in AuditCase automatically initiate tailored approval workflows in ApproveThis. The result? Faster cycle times, better compliance documentation, and fewer errors from manual handoffs.

Why This Integration Works

AuditCase excels at centralizing client data, tracking audit tasks, and managing compliance documentation. ApproveThis brings three crucial elements to this foundation:

• Decision Accountability: Every approval becomes an auditable event with timestamps and comments
• Conditional Logic: Automatically route approvals based on risk levels or monetary thresholds
• External Collaboration: Clients or partners can approve directly via email without needing AuditCase access

Together, they ensure that every change in AuditCase – whether a client status update or task completion – triggers the right approval process without manual intervention.

Real-World Applications for Accounting Teams

Client File Modifications

When a junior accountant updates a client's risk classification in AuditCase, ApproveThis can automatically:

• Route the change to the engagement partner based on revenue thresholds
• Require secondary approval if modifying high-risk client data
• Update AuditCase with approval status and comments automatically

Example: A mid-sized firm reduced client onboarding errors by 40% by automatically flagging incomplete KYC documents during approval workflows.

Task Completion Validation

Audit teams working on tight deadlines use the integration to:

1. Trigger quality checks when tasks are marked complete
2. Escalate overdue approvals to backup reviewers automatically
3. Maintain chain of custody for sensitive document reviews

Implementation Tip: Combine ApproveThis' calculated fields with AuditCase task data to auto-approve routine items while flagging exceptions.

Compliance Date Management

For time-sensitive filings, the integration helps:

- Initiate partner reviews 14 days before deadlines
- Create parallel approval paths for multi-jurisdiction filings
- Automatically archive approved documents with audit trails

Real Impact: One tax consultancy now meets 100% of SEC filing deadlines by using date-based approval triggers.

Cross-Functional Benefits

For Partners and Principals

Senior staff gain visibility into approval bottlenecks through ApproveThis' dashboard while maintaining focus on high-value work. Vacation delegation features ensure continuous workflow even during peak holiday periods.

For Client-Facing Teams

Account managers can:

- Share specific approval requests directly with clients via email
- Track client responses without constant follow-ups
- Maintain professional branding through white-labeled approval portals

For Compliance Officers

The integration creates an automatic audit trail that:

- Links every approval to specific AuditCase records
- Captures decision rationale in standardized formats
- Flags unapproved changes for immediate investigation

Implementation Made Simple

Setting up the integration requires no technical expertise:

1. Create a Zapier account (free tier available)
2. Choose AuditCase as your trigger app
3. Select an event like "Client Status Update"
4. Connect ApproveThis as your action app
5. Map AuditCase fields to your approval template
6. Test with a non-critical workflow

Pro Tip: Start with a single workflow like client onboarding approvals before expanding to more complex processes.

Beyond Basic Approvals

While the Zapier integration handles core automation, ApproveThis adds unique value through:

Threshold Rules: Auto-approve expenses under $500 while requiring manager review for larger amounts
Consensus Requirements: Require 3/5 partners to approve high-risk engagements
Dynamic Routing: Send IT approvals to different teams based on AuditCase project codes

Cost-Effective Compliance

Unlike systems requiring licenses for every approver, ApproveThis allows:

- Clients to approve via email at no additional cost
- Temporary access for external auditors
- Role-based permissions that match your firm's hierarchy

This makes it ideal for firms working with multiple external stakeholders on AuditCase projects.

Getting Started

The AuditCase-ApproveThis integration isn't just about automation – it's about creating institutional accountability. By embedding structured approvals directly into existing audit workflows, firms can:

- Reduce risk exposure through consistent review processes
- Improve client trust with transparent decision trails
- Free up partner time from routine approvals

Ready to transform how your firm handles critical approvals? Start your free ApproveThis trial or schedule a custom demo to see the integration with your AuditCase workflows.

Explore AuditCase's full capabilities at auditcase.com.