Encrypted document vault
Bank-grade storage for statements, working papers and filings, with full version history.
Client Resource Management
The secure home for every client engagement
Documents, deadlines and communications for your accounting and audit practice — organised in one encrypted client portal.
Trusted by finance and assurance teams worldwide
Platform
Everything your engagements need
Engagement tracking
Follow every audit and advisory workflow from kickoff to sign-off in real time.
Compliance dashboard
Monitor deadlines, filing status and regulatory obligations at a glance.
Secure client messaging
Replace email attachments with encrypted, auditable conversations.
Financial reporting
Generate and share statements and analytics with granular access control.
Role-based access
Give partners, staff and clients exactly the permissions they need.
By the numbers
99.99%Platform uptime
256-bitEncryption at rest
SOC 2Type II aligned
24/7Monitoring
Security
Security is the product
Every layer is built to protect privileged financial data, from input to storage.
Hardened inputs
Strict validation and output encoding on every field neutralise untrusted input.
Zero-trust access
Multi-factor SSO, short-lived sessions and least-privilege by default.
Encrypted everywhere
TLS in transit and AES-256 at rest, with keys you can rotate.
Full audit trail
Immutable logs of every access and change for regulatory review.
Client Resource Management
Bring your practice into one secure workspace
Give your team and clients a portal built for confidential financial work.