Quick Start Guide - Managing External Audit Requests

Best Practices for Handling Auditor Requests and Ensuring Compliance Readiness

This guide shows the quickest path to managing external audit requests and ensuring a smooth review process in Trustero. From setting communication expectations to tracking and closing requests, you'll learn how to use Trustero’s built-in tools to support your third-party audit (e.g., SOC 2, ISO 27001).

This isn’t a comprehensive set of everything the platform can do. For that, see the Table of Contents. We also have quick start guides for other scenarios.

Each step of this quick start has its own page that will open in a new tab:

1. Pre-Audit Preparation
2. Establish Audit Communication and Expectations
3. Managing Auditor Requests in Trustero
4. Reviewing and Closing Requests

Managing auditor requests effectively ensures a smoother audit experience. By using Trustero’s Requests feature and establishing strong communication practices, you can keep your audit on schedule, improve internal accountability, and demonstrate compliance readiness.