How it works

From the first question to a co-branded report, in one place

A DPDP gap assessment in truAudit follows the way your firm already works. It just loses the spreadsheets, the email chasing and the report formatting along the way.

1
Your firm
Set up the engagement
Pick a questionnaire, name the assessor and add the client's people. It takes minutes, not a day of spreadsheet work.
- truConsent's DPDP templates: a 39-question detailed assessment and a 10-question quick check
- Clone and edit them, build your own, or import questions from XLSX
- Each assessment keeps a snapshot of its template, so later edits never change live work
2
Your client
The client answers and attaches evidence
Client teams sign in to your workspace with a one-time email code, answer each question and upload evidence right where it belongs.
- Several evidence files per question, previewed in the browser
- Answers save as they go; the client submits once everything is complete
- You see progress live instead of asking for status updates
3
Your assessor
Review, question by question
Record a structured verdict on every answer: how sufficient the evidence is, the effective status, the priority and the recommendation.
- A recommendation library for each outcome, so you don't rewrite the same advice
- Optional AI review assist drafts a first pass; your assessor decides
- An executive summary that carries straight into the report
4
Your assessor and client
Follow up without leaving the assessment
Need more? Send a short follow-up questionnaire or open a clarification thread on a single question. Original answers stay locked.
- Follow-ups live inside the same assessment, so they aren't billed as new ones
- Every reply comes back into the review screen
- A complete trail of who asked what, and when
5
Your approver
Approve, if your firm wants a second pair of eyes
Turn on approval and a senior reviewer must sign off before any report reaches the client.
- Optional, set once for your firm
- Approvers see the full review before they release it
6
Your firm
Generate the co-branded report
One click produces the gap assessment report with your logo, your client's logo and your own intro pages, ready to send.
- Your intro pages go in after page 2 of every report
- Regenerate after changes; every version is kept
- Archive when the engagement ends: everything stays read-only, nothing is deleted

Beyond the assessment

Brief the board. Train the team.

The same workspace carries the rest of the engagement, with a record of who has seen what.

Publish board decks, versioned

Upload a PowerPoint or HTML brief for a client and publish it to the directors you choose. Each new version is kept, and you can see who opened which version and when, and who hasn't opened it yet.

Courses from your own material

Group slides, videos and HTML pages into a course and assign it to the client's people. For videos you see how far each person watched.

Security and data

Built to the standard you advise on

Your clients will ask how their evidence is handled. These are the answers.

One-time email codes

No passwords to leak or reset. Everyone signs in with a six-digit code that works once and expires in ten minutes.

Each firm kept apart

Every firm's clients, answers and evidence are separated, and each request is checked against the firm it belongs to.

Stored in India

Client data and evidence are stored on AWS in Mumbai, and evidence files are encrypted at rest.

Audit log

Sign-ins, reviews, approvals and report releases are written to an append-only audit log.

Nothing is deleted

Finished assessments, clients and reports are archived, not erased, so the record is always there.

Archived evidence locked down

Once an assessment is archived, its evidence can be opened only by truConsent's administrators, and every access is logged.

See It on One of Your Own Engagements

We'll walk you through a live assessment and set up your firm's workspace with your logo and templates.

Talk to us

Set up the engagement

The client answers and attaches evidence

Review, question by question

Follow up without leaving the assessment

Approve, if your firm wants a second pair of eyes

Generate the co-branded report