From creating the engagement to the archived record — requests, categories, teams, and status, all on one page per engagement.
From opening the engagement to the archived record, with your team and your client working in the same place.
Create a workspace for the client and period, then add your team and the client contacts.
One by one, in bulk, or by importing an Excel template, grouped by IFRS-aligned categories.
The client is notified by email and in-app, and each item moves to Awaiting Client.
The client signs in with two-factor login, drags and drops files and asks questions on each request.
Each item is sent back to the firm when it is ready.
Preview or download the files, then mark each item Complete or recall it to the client for more detail.
Archive the finished engagement and roll its structure forward to the next period in one click.
A live status dashboard, comments on every request, automatic overdue reminders and a time-stamped history of every action.
Download the template, fill one row per request, upload. There's no preview step — the app reports exactly how many were created, skipped, or flagged, after the fact. No silent guessing about what happened.
Being a Firm Admin doesn't automatically open every engagement — everyone, including admins, has to be added to a specific engagement's team before they can see inside it.
Mark any comment "Internal only" and it never appears on the client's side — a private working note, not a message they can see.
Copies request names, descriptions, categories, and internal assignees across as editable defaults — and flags anything that would otherwise get duplicated.
One firm can never see another firm's data.
Staff and clients only see the engagements they are on.
An email one-time code for every user, with backup recovery codes.
Six roles, from firm administrator to client user.
Per-device logout, and sign-out everywhere on a password change.
Protection against cross-site request forgery and brute-force attempts.
Files held in secure cloud storage (AWS S3) and opened through time-limited links.
Automated security checks block any release that fails core safeguards.
We'll walk through a real engagement, live.