Professional Deliverable Repository
Reports
A centralized, secure archive for all final audit reports and certificates.
Empower your practice with Reports
Never search through email folders for a final report again. Our Final Reports module acts as a secure repository for signed financial statements, tax audit reports, and valuation certificates. Organized by client and assessment year, it provides a "single source of truth" for your deliverables. Clients can be granted access to download their final reports directly, reducing follow-up calls.
Designed for modern Chartered Accountants
Core Capabilities
01
Deliverable Archive
Categorize reports by Assessment Year, Client, and Service Type.
Version controlSecure downloadsKeyword search
02
Client Portal Access
Automatically notify clients when a final report is ready for viewing.
Direct sharingAccess expiryRead receipts