Products

Each product is designed to address a defined professional task and to run on the ZCM platform. Each will be released for general use only after it passes measured accuracy gates, and both are in development.

Pinpoint

Verification of tax advice and financial statements against legislation, accounting standards, and source information In development

Before advice is issued, a reviewer confirms the authorities it cites. Before financial statements are approved, preparers and reviewers check their disclosures and figures.

That work is usually done by hand, using public registers, disclosure checklists, and research platforms. Pinpoint is designed to make it a single step and to keep the evidence.

Navigate

Designed to show legislation as it stood on a chosen date, with its amendment history, and to check references to accounting standards against the version in force.

Ask

Designed to answer questions only from retrieved sources, with each statement linked to its source. Where the sources do not answer the question, the answer says so.

Verify advice

Designed to report on each legislative reference in a draft tax advice and on propositions that appear to lack authority, for the reviewer to act on and keep on file.

Verify financial statements

Designed to report on the presentation and disclosure requirements of the applicable standards, and to trace each figure to the trial balance, ledgers, and records submitted with the statements.

How a verification of advice runs

Extract
Every statutory reference is parsed from the draft, including built-up pinpoints and short forms defined earlier in the document.
Exist
Each reference is resolved against the corpus, and a reference that does not resolve is flagged.
Current
The provision is checked as in force, in the form cited, for the relevant period.
Match
Quoted statutory text is compared with the compilation in force for the period, and paraphrased text is flagged for the reviewer to compare.
Apply
An assisted review tests whether each provision supports the proposition it is cited for, and flags propositions that carry no authority.

The first four checks are deterministic. The fifth assists the reviewer's judgement and is always presented as assistance, never as a conclusion.

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.

Pinpoint is designed to support preparers, reviewers, and auditors. It does 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. A firm subscription is designed to make pre-issue verification a standing step for each outgoing advice and set of financial statements, with each report kept on the file.

Baseline

Valuation and evidence for Australia's capital gains reset In development

Capital gains tax assets held by Australian resident individuals and trusts at the end of 30 June 2027 are treated as sold and reacquired at market value at that time.

Any gain or loss on that deemed sale is deferred until a later realisation event. Assets those owners acquired before 20 September 1985 cease to be pre-CGT assets from 1 July 2027.

A draft determination released by Treasury in August 2026 would offer an alternative to a formal valuation for real property and assets without a readily ascertainable market value. It would apportion the gain or loss at sale between the periods before and after 1 July 2027. Evidence prepared at the time is generally more persuasive than a valuation reconstructed years later.

Register

Capture each asset held at the end of 30 June 2027, with the details the calculation needs and a clear record of what is unknown.

Estimate

An indicative value with a stated range and sample for classes where market data exists, always labelled as an estimate.

Compare

For assets the draft apportionment method covers, market value and that method calculated side by side on the client's own assumptions, with the workings shown.

Value

Order the level of evidence the stakes justify, from a guided evidence pack to a formal valuation by an independent qualified professional.

Vault

Reports, photographs, and records kept together and time-stamped, organised to the contents the Australian Taxation Office describes for valuation reports, and shareable with the client's tax agent.

Connect

An introduction to a registered tax agent where an owner needs advice on their own circumstances.

Baseline is designed for accounting practices to use with their clients, and each comparison is prepared for review by the client's registered tax agent. Baseline does not provide tax advice, and valuations are prepared by independent professionals under their own terms.

Talk to us about what you need

We meet clients and business partners by video conference or in person in Hong Kong.