From creating the engagement to the archived record — requests, categories, teams, and status, all on one page per engagement.
Start from scratch, or Roll Forward last period's request structure in one step.
Start from an IFRS-based preset, or add your own — firm-wide, not rebuilt per engagement.
One at a time, or a whole engagement at once via the bulk-upload template.
Add your own staff, invite a Client Admin — they bring in the rest of their side.
Received → Awaiting Client → Submitted → Complete — visible at a glance, always current.
Overdue, due this week, upcoming, complete — with phase progress and status charts.
Every change, time-stamped and attributed — scoped strictly to the one engagement.
Archive (reversible), soft-delete (recoverable), or permanent delete — three deliberate steps, nothing automatic.
Download the template, fill one row per request, upload. There's no preview step — the app reports exactly how many were created, skipped, or flagged, after the fact. No silent guessing about what happened.
Being a Firm Admin doesn't automatically open every engagement — everyone, including admins, has to be added to a specific engagement's team before they can see inside it.
Mark any comment "Internal only" and it never appears on the client's side — a private working note, not a message they can see.
Copies request names, descriptions, categories, and internal assignees across as editable defaults — and flags anything that would otherwise get duplicated.
We'll walk through a real engagement, live.
