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Audit trail

Tax audit trail software

Tax audit trail software records what was relied on, who did what, and when, so work can be defended later. TaxOrch keeps an engagement-by-engagement record of facts, evidence, research, calculations, reviews and sign-off, and its security log is tamper-evident: each entry is chained to the one before, so a change or deletion is detectable.

How TaxOrch does it

  1. Every step recorded

    Each workflow step logs its result, who ran it and a fingerprint of its output.

  2. Tamper-evident

    Security events are chained so edits or removals can be detected, and deletion follows retention rules and legal holds.

  3. Export for your file

    Export the complete engagement record when the work is finished.

TaxOrch sealed audit trail for a completed tax engagementTaxOrch sealed audit trail for a completed tax engagement
TaxOrch sealed audit trail for a completed tax engagement

What it does not do

  • The audit trail records actions; it does not change them after the fact.

Questions buyers ask

Can records be deleted?

Only under your retention policy, never while on legal hold, and every permitted deletion is itself recorded.

Can we send events to our security team?

Yes. Security events can be delivered to your security monitoring system.

For practices

Bring one engagement and check the file.

Not a demo of a happy path — a real matter, worked through to a pack, so you can look at what a reviewer would actually see and decide whether it holds.

Decision support, not tax advice. A professional reviews before anything is filed.