From importing accounting data to signing off working papers — every step in one place.
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Accounting Software Integration
Import transactions, ledgers and account groups directly from your client's accounting software. Data flows locally — never over the internet.
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Audit Procedures
Define and assign audit procedures for each engagement. Track completion, attach evidence, and record conclusions in a structured workflow.
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Working Papers
Organise all working papers in one place. Upload supporting documents stored locally on your own machine — no third-party file hosting.
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Checklists
Customisable compliance and procedure checklists. Ensure nothing is missed across statutory, internal, or special-purpose audits.
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Clarifications & Queries
Raise, track, and resolve clarifications with clients or within the team. Full audit trail of communications within each engagement.
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Role-Based Access
Three-tier access — Admin, Manager, and User. Assign team members to engagements with appropriate permissions for each role.
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One-Click Workpaper Assembler
Assemble papers for documentation, information requests to the client, or team discussion — in a single click.
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Multi-Branch Support
Work across multiple branches of a client within the same engagement, with consolidated and branch-wise views.