Separate each client’s audit programs
Certification Portfolio groups several programs for one client, each with its own scope, evidence, findings and reports.
One auditor. Unlimited clients. A stand-alone Windows workspace for organizing audit programs, evidence, findings and reports without a central server.
Current product family · Version 4.1.0
Certification Portfolio groups several programs for one client, each with its own scope, evidence, findings and reports.
Bring policies, risks and governed records into the audit workspace. Human reviewers retain responsibility for conclusions.
Keep application-managed evidence in protected local storage, with integrity hashes and matching backup/recovery information.
Record the gap, the supporting evidence and the action to take. Retest the relevant scope after the issue is addressed.
Keep incident timelines, escalation and related evidence together for review, including applicable retention and legal-hold controls.
Produce framework-aware reports and review their evidence links. Report features depend on the installed Professional version.
The current Professional desktop platform. See the exact package version and its installation guide.
Packages and release statusTesting and development is underway. A production Professional macOS client is not currently listed.
macOS statusCross-platform server work is in testing and development. Professional’s available Windows edition remains stand-alone.
Product roadmapPreview features and release-testing details are listed separately in version history. MSP-only features are not included automatically in Professional.