For accounting firms
Software for accounting firms
Our founder is a CPA with more than 50 years of experience, and accounting firms are where our software starts. We are building verification of tax advice and financial statements, and we build automation for the workflows of a practice and records for the obligations firms and their clients carry.
Verify the work before it is issued
Our first verification capability is designed to check the work an accounting firm issues or reviews, whether it is a tax advice or a set of financial statements.
Tax
Every legislative reference in a draft tax advice checked for existence, currency, accuracy of quotation, and application.
Accounting standards
References to accounting standards checked against the version in force for the reporting period, with paragraph citations and quoted requirements confirmed.
Financial statements
Draft and audited financial statements checked against the presentation and disclosure requirements of the applicable standards, with every figure traced to the trial balance, the ledgers, and other source information.
How a financial statement check runs
- Framework
The reporting framework and period are identified, for example Australian Accounting Standards (Simplified Disclosures) or HKFRS Accounting Standards. The standards that apply to that period are then selected, including any the entity has adopted early.
- Map
Each statement and note is mapped to the presentation and disclosure requirements that apply to the entity.
- Check
Disclosures the standards require are identified as present or absent, for the preparer to assess against materiality, and every reference to a standard is checked against the version that applies.
- Trace
Each figure is traced to the trial balance, the ledgers, and the supporting records, and totals, cross-references, and comparatives are checked for consistency.
- Report
Findings are reported by paragraph of the standard and by figure, with the evidence behind each one, for the preparer, the reviewer, and the auditor.
The checks are designed to support preparers, reviewers, and auditors. They do not audit financial statements or express an opinion on them. Responsibility for the statements rests with those who prepare and approve them, and responsibility for any audit opinion rests with the auditor.
Automate the work of the practice
We build software that takes routine work off a practice and leaves staff time for review, judgement, and clients.
Onboarding and engagement
Client onboarding, identity checks, and engagement letters handled in one flow, with each step recorded.
Document requests
Requests for client records issued, tracked, and followed up automatically, with each document filed to the right job.
Workpapers
Workpapers assembled from client data and the ledger, with reconciliations prepared for review and each sign-off recorded.
Lodgment program
Returns and statements tracked against the firm's lodgment program, with every client's due dates in one view.
Year-end obligations
Division 7A loan repayments, trust distribution resolutions, and other year-end deadlines tracked for every client group.
Client reporting
Management reports and dashboards for clients, drawn from their own accounting data.
Meet the firm's own obligations
Accounting firms carry obligations of their own, and the software we build keeps the records that show they were met.
Anti-money laundering
Customer due diligence, risk assessment, and record keeping for the services that attract obligations, which began for Australian accountants on 1 July 2026.
Quality management
Review records, sign-offs, and verification reports kept on the engagement file, in support of the firm's system of quality management.
Privacy and data security
Client data held in the region set out in the firm's agreement, under named accounts, role-based access, and an audit trail of every action.
Valuation and evidence for your clients
Our valuation and evidence capability is designed to help a practice record its clients' assets at the end of 30 June 2027, when Australia's capital gains rules change.
It is designed to compare market value with the apportionment method in Treasury's draft determination, where that method applies, using each client's own assumptions. It is also designed to assemble the valuation evidence the Australian Taxation Office describes.
A practice subscription is designed to let a firm bring its clients onto the platform ahead of 30 June 2027. Each comparison is prepared for review by the client's registered tax agent.
Websites and marketing for accounting firms
We also build websites and run marketing for accounting firms.
That work follows the advertising rules that apply to tax practitioners and the consent rules that apply to email marketing, and nothing is published without the firm's approval.
Talk to us about what you need
We meet clients and business partners by video conference or in person in Hong Kong.