Every set of statements starts with a client and an engagement
The client carries its profile, services, contacts and secretarial registers. Each year’s statements are an engagement under the client’s service: its type sets the work programme, and its work items say what is done, by whom, and what must be on the file before it counts.
Who uses it
- Partner
- Manager
- Accountant
What it does
- Client 360: the client’s services, engagements, documents, contacts and secretarial registers in one place.
- A new engagement from the financial statements template the client’s entity type suggests, with its sections, standards, dates, fee and people.
- Workstreams and work items with the objective, instructions, procedures, completion requirements and dependencies.
- Assignments with a role and a reason; who may do what is worked out afresh from the active assignments.
- A work item’s timer records the hours on the item, beside its planned hours.
- Ask AI inside the engagement: it reads and answers; it never changes a status.
How it works
- Add the client.
- Open a new engagement from the template.
- Assign the work.
- Work each item to its completion requirements.
The controls that protect it
- The database refuses an assignment that would make anyone both the preparer and the reviewer of the same work.
- A dependency is waived only by the partner, with a written reason.
What it does not do (yet)
- Billing the client for the engagement is not part of this suite: add the Practice suite for invoicing.
