TracesOn gives your firm a single place to issue RFIs, track evidence, and review client submissions — across your whole book of business, not one engagement at a time.
See every engagement — and every open RFI within it — sorted by what needs your attention first. No more switching between a dozen client folders or email threads to check status.
Import your firm's master RFI or PBC list once — TracesOn maps your control IDs (like AC-01) to the canonical framework requirements they cover (CC6.1, CC6.2, A.9.1.1) so the mapping only has to happen a single time, not per client.
Each engagement gets an Overview, an Evidence tab with artifact review and comments, and an Issue RFIs tab built from your control library. Approve or request changes directly — no ZIP files, no waiting for fieldwork to start.
Invite clients, track connection requests in both directions, and see every active engagement per client in one roster — without spreadsheets tracking who's onboarded and who isn't.
Vanta, Drata, and Secureframe all require your client on their own platform first. TracesOn doesn't — evidence import from what they already run is on our roadmap, so a client switching tools, or running none at all, isn't a blocker to getting started.
A read-only API lets CaseWare, CCH, and Thomson Reuters pull client evidence directly into your existing workflow — no separate portal your team has to remember to check.
Your firm's control IDs map to the same canonical framework requirements (SOC 2, ISO 27001, SOC 1, NIST CSF) that power a client's own compliance program inside TracesOn — the same join that lets a client's paired controls satisfy multiple framework criteria from a single piece of evidence. Automatic resolution of your RFIs straight to a client's existing controls is on our roadmap — today, firms issue against their own library and clients see the full three-way alignment (your control ID, the framework criteria it covers, and their own mapped controls) on one screen.
TracesOn is an evidence and RFI platform, not a full audit workpaper or testing suite. If your firm needs sign-off workflows, testing documentation, or opinion drafting, TracesOn is built to sit alongside those tools — feeding them clean, organized evidence — rather than replace them.
Import your control library once. Issue RFIs to every engagement from it.
Already a TracesOn firm? See the public partner directory