Granular Governance & Security
Role Management
Define precise access levels for partners, managers, articles, and clients.
Empower your practice with Role Management
Data privacy is paramount in the accounting profession. Our Role Management system gives you granular control over who can view, edit, or delete sensitive financial information. From restricting article assistants to specific clients to giving managers oversight of entire departments, our governance framework ensures your data stays in the right hands.
Designed for modern Chartered Accountants
Core Capabilities
01
Permission Sets
Customizable roles with module-level and data-level access controls.
Role cloningInherited permissionsAudit logs
02
Hierarchy Control
Structure the platform to mirror your firm’s reporting hierarchy.
Managerial oversightBranch-wise accessClient assignment