India Audit Lens
Navigate the workspace, dashboard, and search
AuditLens has one navigation panel on the left for the whole firm product, plus a header for search, AuditIQ, collaboration, notifications, theme, and your account. Inside a client, a return family, or an engagement,…
By India Audit Lens product team · Updated 2026-09-03
Before you begin
Sign in to the correct firm workspace. Confirm the client, engagement, registration, and period before acting on a dashboard item. Remember that the modules and counts you see depend on your access. Use the visible navigation labels when searching for a page or action.
Understand the layout
Navigation panel
The panel starts with Home and My work, then three groups:
Work: Clients, Engagements, Returns, Compliance calendar, Documents, and Client collaboration. Firm: People, and, when your role allows, CRM, Quality, Billing, and Firm reports. A Preview chip marks an area whose landing page is still a placeholder. Reference: Knowledge base and Help.
Settings stays pinned at the bottom of the panel, and the firm name at the top opens Home.
Use the firm dashboard
Click Home. Review Due now. A return marked Filed should have independently bound filing evidence; an internal prepared or approved state is not the same as filed. Review the GST, TDS/TCS, ITR, and Audits cards for work requiring attention. Open Needs attention to investigate reconciliation warnings or blocking gates. Use Engagements in motion to open an active engagement. Use Import data or New engagement only after confirming the intended client and period.
Dashboard counts follow your permissions and available firm data. Two users may see different cards or counts.
Search or jump to a page
Click Quick search at the top of the navigation panel, or press Cmd+K on macOS / Ctrl+K on Windows. Enter a page or action, such as "clients" or "compliance." Use the arrow keys or pointer to select the result. Press Enter or click the result. Press Esc to close the palette without navigating.
The palette lists every module your role can open, plus quick actions such as Create New Client and Create New Engagement. A quick action opens the relevant form; it does not silently create a record.
Change the theme
Click the header theme control to switch between light and dark modes. Theme changes affect display only; they do not change exported report branding.