Trust Auditor Access

iDashboard allows offices to provide access to trust account information and reports for auditing purposes. Auditors gain access to a dedicated portal where they can sign in and review your agency's trust reports, drill into property ledgers and download the documents you've chosen to share. Auditors only ever see what they need for the audit, and they can't add or change anything.

The reports your auditor needs

Auditors can access six trust reports:

• Ledger Summary
• Payouts Summary
• Receipts Summary
• Trial Balance
• Voids Summary
• Reconcile Summary

Each report can be downloaded as a PDF for audit reviews and record keeping. When an auditor wants to look more closely at a particular property, they can click the property address in a report to open that property's individual ledger.

Stay in control of access

Agency super users can manage everything in one place. From Trust → Auditor Access you can see:

• Invitations that have been sent
• Auditors who have accepted access
• When each auditor last accessed a report

When the audit is complete, you can revoke access immediately. If you need to give the same auditor access again later, simply send a new invitation.

Why it matters for your agency

• Less admin at audit time. Your auditor can run and download the reports they need without waiting on your team.
• Fewer documents sent by email. Supporting files are shared securely through the portal instead of sitting in inboxes.
• Clear visibility. You can see who has access and when they last used it, and remove it as soon as the job is done.
• Peace of mind. Two-factor authentication and read-only access mean your trust records stay protected.

Inviting an Auditor

1. In iDashboard, go to Trust > Auditor Access.
2. Click Invite Auditor.
3. Enter the auditor's email address and tick the box to acknowledge the information that will be made accessible.
4. If the auditor has already created an auditor login in iDashboard, you will be provided with their details to confirm that access is being provided to the correct person/company. If the auditor has not created an auditor login, the auditor will need to create an account prior to accepting the invitation.
5. Click Send Invitation.

Revoking Auditor Access

1. In iDashboard, go to Trust > Auditor Access.
2. Click Revoke Access next to the auditor you would like to remove.