Audit Management Software
Audit management software covers the work around an audit rather than the opinion itself: client and auditee documents, the engagement's stages from acceptance to archive, request lists, time and fees, and the follow-up of findings. This hub gathers Creodata's guides for audit, tax and accounting firms and for internal audit departments: the file assembly period and retention rules country by country, professional clearance letters, PBC and audit request list templates, the internal audit request for information, the Global Internal Audit Standards, and Kenya's public sector internal audit manual.
The guides are written for partners, practice managers and quality leads at audit firms, and for heads of internal audit in government entities, banks, SACCOs and listed companies. Choosing software? Start with the buyer's guide to audit software in Kenya. Each guide says plainly where AuditEDMS fits and where it does not.
Audit software guides & resources
- Start here: Audit Software in Kenya, a Buyer's Guide
- Audit File Assembly and Retention by Country
- Professional Clearance Letters
- The PBC List: a Template
- The Internal Audit Request for Information
- The Global Internal Audit Standards 2024 and Software
- Kenya's Public Sector Internal Audit Manual and the PSASB Templates
- AuditEDMS: Audit Management Software
- Software for Audit Firms
- Internal Audit Management Software
- Audit Software in Kenya
- Request a Pilot

Audit File Assembly and Retention: the 60-Day Rule and Each Country's Retention Periods
ISA 230's 60-day file assembly period and five-year retention benchmark, the national rules in Kenya, Uganda, Tanzania, Rwanda, Zambia, Nigeria, Ghana, South Africa and the UAE, and how to set retention by document type.

Audit Software in Kenya: A Buyer's Guide for Audit Firms and Internal Audit (2026)
How to choose audit software in Kenya: ICPAK quality assurance reviews, retention periods, the PFM internal audit cycle, hosting, types of provider, evaluation criteria, cost and red flags.

The Global Internal Audit Standards 2024: What Software Can Evidence, Standard by Standard
How the IIA's Global Internal Audit Standards are built, which standards software can help evidence, which remain professional judgement, and an honest view of AuditEDMS today.

The Internal Audit Request for Information: Template, Monitoring Checklist and Auditee Uploads
A request for audit information template, an information request monitoring checklist, how both tie to IIA Standards 13.1 and 14.1, and how to stop chasing auditees by email.

Kenya's Public Sector Internal Audit Manual and the 2025 PSASB Templates: Running the Cycle in a System
The legal base for internal audit in Kenya's national and county entities, the engagement cycle in the PSASB manual and its 32 templates, and which parts a system can hold today.

The PBC List: A Template, and How to Stop Chasing It by Email
A PBC list template for a statutory audit, with item, period, format, due date and owner, plus how to issue it, how often to chase, and what to record when each document arrives.

Professional Clearance Letters: What to Send the Outgoing Auditor, and How Long to Wait
What the IESBA Code requires when you replace another auditor, a professional clearance letter template and a reply template, what to do when no reply comes, and what to record.