Tax

Customisable templates which can be auto-filled from imported profit & loss statements. Includes ability to input notes, attachments and references to computation.  

Practice Management

• Manages engagements’ onboarding process, progress and invoicing status.
• Incorporates effective scheduling tools to optimise staff allocation, utilisation and billing contributions.

 

Know your Customers / Anti-Money Laundering Screening

Effortless tracking of potential client’s KYC from both external databases and internal restricted lists. Features support visualisation and analysis of existing customers’ historical transactions and patterns.  

Document Management

Digitalises hardcopy documents which carry search capabilities within the digital cabinet. Enables sharing of documents across virtual spaces. Secures documents by giving access rights to users and facilitates e-signatories.  

Data Analytics for Audit

Facilitates an intuitive audit through creation of dashboards, field statistics from raw data inputs. Ability to detect anomalies and determine high risk areas while retaining audit trails.  

Cloud Accounting

Software which empowers multiple users to access real time information from different locations. This may allow use of real time data inputs from other 3rd party providers. It should also include e-Invoice capabilities.  

Audit Management

Tool that links planning to customisable work steps based on risk assessments and concluding reports. Improves efficiency with overview dashboard navigation, automated roll forwards and linked data for all digital documentation and supporting documents. Allows for real time collaboration for teams and streamlines reviewing process.