Audit & Tax

CapLinked is designed for seamless business project management, tracking document activity for investors, shareholders, board members, consultants, auditors, and employees, reducing the heavy stress associated with complicated projects. Our Activity Tracker tool helps users keeps track of who’s viewed and downloaded any document in a workspace. CapLinked keeps sensitive documents secure and centrally located, while also making it simple to share information and get everyone up to speed.

Why use CapLinked for audits?

  • CapLinked tracks documents for investors, shareholders, board members, consultants, auditors, and employees with no effort on your part.
  • The Activity Tracker keeps you posted on who’s viewed and downloaded any workspace document.
  • Keep sensitive documents secure and organized while you share information.

“We deployed CapLinked to support our lender and shareholder reporting after we sold our firm in 2013. It has been very helpful to us and enabled paperless reporting, lender audits, and more. We saved more in report production and distribution costs than the service cost us.”

-CFO, Sokolove Law

Discover how CapLinked can help you with audits.