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As you evaluate so�ware solutions to improve your SOX and internal controls process, make sure the one you choose
fulfills these 12 requirements.
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The proper environmentCloud-based | Singular | Secure
A cloud-based, singular solution means IT doesn't have to get
involved, and you and your team can get up and running quickly. Say hasta la vista to long GRC implementation.
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The flexibility to fit your process
Your SOX solution should conform to your process—not the other way around.
Improve data processes to reduce manual tasks, so you can spend time on special projects and achieving business objectives.
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Section 1
Section 2
Section 3
Real-time collaboration
Work on the same document at the same time with your team,
process and control owners, and auditors. Checking documents in
and out of a shared network is so 1999.
3
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Role-based permissions
Whether it's for process owners, external audit, or someone who just
doesn't know when to stop, make sure you can lock it down. Use
permissions to control access to projects, documents, or sections for
editing, commenting, and review.
4
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Automated certifications from anywhere
Don't waste time constantly babysitting email and voicemail. You
need triggered reminders, real-time status trackers, and the ability to
sign a certification securely from anywhere.
5
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Comprehensive evidence collection process
Say good-bye to evidence request emails filling up your inbox.
Request and assign tasks to team members to attach evidence in one
central environment.
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A central repository for testing and evidence management
Quit fumbling through shared drives. Attach and link evidence
directly to testing documents in your SOX solution.
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Attachments
PDFExhibit 1Exhibit 1.pdf
XLSX C.AP.07-WP.01
PDF Exhibit 2
Melissa Roberts on Feb, 19
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Integrated markup solution for reviewers
View and mark up evidence in a single, secure platform—ensuring clear
and concise annotations, with a complete audit trail. Easily export
evidence to a .zip file to share with your external auditors for review.
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Melissa Roberts Sept 17, 3:55 AMv
Patrick McNeil Sept 17, 10:23 AM
Julie Spencer Sept 15, 2:45 PM
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Automatic updates to your reports and dashboards
Forget find and replace. Link numbers and text across documents, workbooks,
and presentations, so when last-minute changes are made, the data is reflected
everywhere—instantly. Never report an out-of-date number again.
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$ 9,020$ 2,701
$ 6,332$ 7,280 $
$
$8
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Always up-to-date dashboards
Your SOX solution should be able to do it all. Make it your central
repository for displaying the deficiency log, test of controls document,
audit committee report, and test matrix—all in real time.
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A quick, hassle-free implementation
Don't spend an arm and a leg on legacy so�ware systems that can
take ages to implement, months of user training, and requires yearly
upgrades. Be up and running in weeks with a familiar interface.
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The best customer service on the planet
You deserve amazing customer support, like a one-to-one Customer
Success Manager you can call with any questions—day or night. Choose
a vendor that offers you the latest best practices, continuous industry
resources, and ongoing training and events.
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