C H A T P O I N T

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Audit & Accounting

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Audit and Accounting

  • Update audit status on the fly with a user-defined list of options that fits your business need
  • Easily select the audit type you need for a client with user-defined list of options
  • Monitor the audit process and client info from a bird’s eye view that gives you and your team the much-needed flexibility for remote working
  • Store accounting, audit, reports, forms, and company secretary
  • Files an folders are structurally organized
  • Reduce hardly tracked emails by document-centric collaboration with clients and internal colleagues
  • Share files to clients via professional access share and password-protected links

Company secretary service

  • Update secretary service on the fly with a user-defined list of options that fits your company’s need
  • Easily update and monitor the service process using the ‘status’ column for a more streamlined secretary workflow, giving you an easy overview of which client to work on first