Manage multiple client programs
Certification Portfolio keeps each client’s programs, scopes, evidence, owners and conclusions separate within the shared platform.
The Enterprise Edition for MSPs, MSSPs, audit firms and internal audit teams. Ten auditors and unlimited clients, with a central server for shared evidence and coordinated review.
Current product family · Version 4.1.0
Certification Portfolio keeps each client’s programs, scopes, evidence, owners and conclusions separate within the shared platform.
Guided Audit Prep walks users through requirements, evidence, workpapers and readiness checks. Saved drafts remain tied to the active client and program.
Project controls, findings, risks and governed records into the applicable governance workspace. Suggested status does not replace human approval.
Keep collection output, timestamps, commands and integrity hashes linked to findings and report evidence. A missing result remains a gap to review.
Client-scoped API keys and access roles limit what authorized assessors, contributors and read-only reviewers can do.
Executive HTML charts share scoped data with the report tables and exports. DOCX/PDF use metric and text-bar summaries; trend views currently show the latest snapshot.
The current package includes the Windows assessor client and server. Server Setup guides configuration and validation.
MSP packages & guidesThe assessor client is in testing and development, including local/offline work and secure synchronization.
macOS statusThe server track is in testing and development, including protected migration and backup/recovery validation.
Product roadmapFor exact version changes, see 4.1.0 release notes. Framework coverage varies by requirement; it is not blanket automated compliance.