Guides, comparisons and free templates
Practical material for investment banks, advisory and audit firms in Pakistan and the Gulf: data rooms, due diligence, pricing, ISQM 1 and client request lists.
Solutions
A virtual data room that sits inside your deal workflow
A virtual data room built into your deal workflow: permissioned folders, expiring shares, version history and a full audit log, on flat per-user pricing.
M&AAn M&A data room for advisers who run the whole mandate
An M&A data room for advisers who run the whole mandate: indexed folders, permissions by workstream, version control, audit log and deal stages in one place.
Due diligenceA due diligence data room with a full audit trail
A due diligence data room with an append-only log of every view, download and share, version history, expiring access and client uploads without a login.
Private equityA private equity data room for deals and portfolio reporting
A private equity data room for deal files and portfolio reporting: permissioned folders, version history, a full activity log and flat per-user pricing.
FundraisingA fundraising data room for startups and capital raises
A fundraising data room for startups and the advisers running capital raises: an organised index, version control, expiring shares and an activity log.
Investment bankingSoftware for boutique investment banks and M&A advisers
Software for boutique investment banks: partner-gated deal phases, conflict check, buyer tracker, deals pipeline, success fees and a data room in one place.
Pakistan & GCCA virtual data room for advisers in Pakistan and the GCC
A virtual data room for advisers in Pakistan and the GCC: permissioned folders, audit log, client uploads without a login, and per-user pricing in PKR or USD.
SolutionPractice management for accounting and advisory firms
Run engagements, files, timesheets and invoices in one place. Partner-approved stages, planned vs actual hours, approved timesheets and numbered tax invoices.
SolutionAudit management software for external audit firms
Audit management for external audit firms: gated stages, version-controlled working papers, sign-offs, partner release, client portal, ISQM 1, audit trail.
PakistanAudit software built for chartered accountancy firms in Pakistan
Audit software for chartered accountancy firms in Pakistan: ICAP-aligned statutory audit checklist, ISQM 1, client portal, trial balance and PKR billing.
United Arab EmiratesAudit software for audit firms in the UAE
Audit software for firms in Dubai, Abu Dhabi and across the UAE: ISQM 1 evidence, client document portal, e-signature and AED billing with 5% VAT.
Saudi ArabiaAudit software for audit firms in Saudi Arabia
Audit software for firms in Saudi Arabia: stage gates, ISQM 1 evidence, client portal, trial balance and SAR billing, with a ZATCA-friendly export.
ISQM 1ISQM 1 software for small and mid-size audit firms
ISQM 1 software for small and mid-size audit firms: quality objectives, risk register, monitoring, deficiencies, independence and the annual evaluation.
Deal managementDeal management software for advisers who run the process
Run every mandate from pitch to close: pipeline, partner-approved phases, buyer tracker, data room and success fee in one system, at a flat price per user.
M&A softwareM&A software, by what each tool does
M&A software falls into five types: sourcing, CRM, pipeline, data room and integration. See what each does and which a sell-side adviser really needs.
WorkflowAccounting workflow software built around review
Workflow software for accounting and audit firms: templates, stages a partner approves, review notes, sign-off tied to the document version, time and billing.
Features
Secure file sharing for client and deal files
Share client files with people or groups at six permission levels, set expiry dates, keep every version and log each view, download and share. AES-256 at rest.
FeatureAn audit trail that cannot be edited or deleted
An append-only, hash-chained log of every file view, download and share. The database blocks edits, and the chain shows tampering. Export it to Excel.
FeatureVersion control for working papers and deal documents
Check documents out and in with change notes, keep every version, restore old ones, and tie each sign-off to the exact version so a new upload resets it.
FeatureA workflow for mandates and engagements, with partners in control
Run deal mandates through five partner-gated phases, from pitch to closed, with a 31-item checklist, a conflict check, a buyer tracker and success-fee tracking.
FeatureTimesheets and billing connected to the engagement
Record time against engagement tasks, compare planned and actual hours, approve timesheets, export to Excel and raise numbered invoices with tax.
RedactionRedact documents before buyers see them
Black out names, prices and personal data on a PDF before buyers see it. The redacted copy holds no hidden text, and the original stays with your firm.
Q&ADue diligence Q&A with an approval step
Buyers ask questions in the data room. Assign each one, draft the answer, and send it only after a senior person approves. Import and export in Excel.
Buyers and pipelineKnow which buyers are serious
Track every buyer from first approach to bid, see who is reading the data room, and keep a history of each counterparty across all your deals.
Watermarks and protected viewingWatermarked, view-only documents under your firm's name
Every page a guest opens carries their name, email and the time. View-only access for PDF, Excel and Word, under your own firm's logo and colour.
FeatureA client document portal that does the chasing for you
Collect client documents without WhatsApp or email: one private upload link per engagement, accept or send back, and automatic reminders.
FeatureFrom trial balance to lead schedules to financial statements
Import a trial balance from Tally, QuickBooks, Xero, Zoho or Excel, map accounts to lead schedules, track adjustments and draft IFRS statements.
FeatureE-signature for engagement letters, representation letters and reports
Send engagement and representation letters for e-signature, with an emailed one-time code, a document fingerprint and a tamper-evident certificate.
Conflict checkA conflict check before you accept the mandate
Check a new client or mandate against your clients, engagements and deal counterparties before you accept it. The result is recorded on the engagement.
SamplingAudit sampling you can re-perform
Work out an audit sample size by monetary unit or attribute sampling, select the items, and keep the inputs and seed so a reviewer can re-perform it.
Comparisons
A Datasite alternative for boutique advisers
Datasite suits large, global deals. Stowbill suits boutique advisers who want mandate workflow, files and billing in one place at a flat per-user price.
CompareA Firmex alternative with the deal workflow built in
Firmex is a proven data room. Stowbill adds mandate stages, version-controlled documents, timesheets and billing at a flat per-user price. See where each fits.
CompareAn iDeals alternative for boutique advisers
iDeals is a full virtual data room for deals. Stowbill is for boutique advisers who want mandates, files and billing together at a flat per-user price.
CompareA CaseWare alternative for small and mid-size audit firms
Compare Stowbill and CaseWare for small and mid-size audit firms in Pakistan and the Gulf: workflow, client portal, ISQM 1 and pricing.
CompareAn alternative to Suralink and AuditDashboard that runs the whole engagement
More than a PBC portal: Stowbill combines client document requests with stage gates, working papers, review notes, e-signature and ISQM 1.
CompareAn Intralinks alternative for boutique advisers
Intralinks suits large banks and complex deals. Stowbill gives boutique advisers the deal workflow, buyer tracker and data room together, at a flat price.
CompareA DealCloud alternative for boutique banks
DealCloud is a relationship CRM for large deal teams. Stowbill runs the mandate itself: phases, buyer tracker, data room and fees, live in days.
CompareA Karbon alternative for firms that face inspection
Karbon is strong on email and recurring work for accounting firms. Stowbill is built around partner review, sign-off and inspection, and adds audit tools.
CompareAn Ansarada alternative for boutique advisers
Ansarada offers an AI-assisted data room. Stowbill joins a simpler room to the mandate workflow, buyer tracker and fees, at a flat price per user.
CompareA DocSend alternative for running a deal
DocSend is built for sending a deck and seeing who read it. For a sale process with many buyers, an NDA, Q&A and an index, a deal data room fits better.
Guides
Virtual data room pricing in 2026: per page, per GB, per project or per user
How virtual data room pricing works in 2026: per page, per GB, per project and per user models, typical price ranges, and how to estimate the cost of a deal.
GuideWhat is a virtual data room?
What a virtual data room is, how deal teams use one in M&A, due diligence and fundraising, the features that matter, and how it differs from a shared drive.
GuideAudit checklist: every stage of a financial statement audit
An audit checklist from acceptance to the signed report: planning, risk assessment, fieldwork by area, completion and file assembly, with ISA references.
GuideHow to redact a PDF properly
A black box over text does not redact a PDF. Here is how to redact properly, how to check that it worked, and the mistakes that leak deal and client data.
GuideThe sell-side M&A process, step by step
The sell-side M&A process in eight steps, from mandate to closing: who does what, the documents at each stage, and the controls that protect the client.
GuideSecure document sharing for confidential work
How to share confidential documents securely with clients, buyers and advisers: what email and shared drives miss, and the seven controls that matter.
GuideVirtual data room providers compared
Eight virtual data room providers compared by who they suit, what they are known for and how they charge, with the questions to ask before you sign.
Free templates
Due diligence data room checklist and index
A free due diligence data room index with 11 numbered folders, from corporate and financial to IT, regulatory and ESG, with what goes in each. Download as CSV.
Free templateFree PBC request list template for statutory audits
Free prepared-by-client (PBC) request list for a statutory audit: 40+ documents by area, from bank statements to going concern. Opens in Excel.
Free templateFree ISQM 1 risk register template for small audit firms
Download a free ISQM 1 quality risk register for small audit firms: components, example quality risks, responses, owners and status columns. CSV for Excel.
Free templatePakistan statutory audit checklist
Free statutory audit checklist for Pakistan, organised by stage and referenced to ISAs, ISQM 1 and the Companies Act 2017. Download as CSV.
Free templateAudit engagement letter template
Free audit engagement letter template covering what ISA 210 requires: scope, auditor and management responsibilities, reporting, fees. Opens in Word.
Free templateManagement representation letter template
Free management representation letter template covering the written representations ISA 580 requires, plus the usual ones on fraud, laws and going concern.
Free templateAudit report template: unmodified opinion
Free audit report template in Word: an unmodified auditor's opinion with every section ISA 700 requires, ready to adapt to your local reporting rules.