| Trial balance and account analytics | Live | CSV upload or pasted balances, version history, account mapping, re-import impact tracking, and governed prior-year variance/round-dollar runs with retained parameters, source hashes, workpaper-linked evaluation, independent review, and stale-source detection. |
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| General-ledger detail | Live | Client-generated CSV import with explicit field mapping, chunked uploads up to 25 MB, immutable source/detail versions, source-system control reconciliation, governed journal-entry indicators, and reproducible random or systematic GL-line selections tied to approved materiality. Seeds, source hashes, item evaluations, signed exception amounts, deterministic ratio projection, sampling-risk conclusions, evidence links, independent review, stale-source status, and archive provenance are retained. Excel workbook import and a complete statistical sampling package are not currently included; indicators and sample sufficiency require auditor evaluation. |
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| Guided workpapers | Live | Procedures, evidence references, exceptions, conclusions, review notes, immutable revisions, and electronic sign-offs. |
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| Review and finalization | Live | Role-gated preparation/review, open-item blockers, workpaper locking, partner approval, finalization, archive, and retention holds. |
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| PBC portal | Live | Expiring token-scoped access to existing PBC requests with 25 MB screened file delivery. Clients cannot add requests or access internal workpapers, risks, conclusions, or review notes. |
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| Private document vault | Live | Tenant-scoped bytes, immutable versions, SHA-256 integrity, locks, and retention-hold enforcement. PDF, PNG, JPEG, TXT, CSV, XLS, XLSX, DOCX, or ZIP; 25 MB per file; up to 20 files per upload. |
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| Document storage quotas | Live | Trial 1 GB; Starter 5 GB; Professional 25 GB; Firm 100 GB per firm. Immutable prior versions count toward usage. |
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| File screening | Live — scoped | MIME/signature checks, Office package validation, archive path/expanded-size/compression-ratio limits, executable/script and macro rejection, plus antivirus-test-signature rejection. No independent antivirus service or malware-free guarantee is claimed. |
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| Bulk document export | Live | Download latest active versions as a ZIP with a JSON filename/version/size/SHA-256 manifest. Archives are capped at 250 MB per request and recorded in engagement export history. |
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| Portable engagement archive | Live | Download a ZIP containing the machine-readable engagement snapshot, methodology snapshot, governance history, prior export evidence, latest active document versions, integrity manifest, and the exact governed package PDF when a package version exists. |
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| PDF and DOCX report package | Live | Generate a deterministic governed package PDF on the server with package/source hashes, statements, reviewed notes, lifecycle summary, required workpaper sign-offs, and approval history. Nonreleased versions are watermarked DRAFT — NOT FOR ISSUANCE. After release, authorized owners and partners can also download a deterministic client-delivery DOCX containing the report, statements, and reviewed notes without internal workpapers or review history. |
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| Financial statement preparation | Scoped support | Governed adjusted-trial-balance mappings generate draft balance sheet, income, equity, and cash-flow statements with versioned tie-outs and disclosure decisions for supported commercial U.S. GAAP engagements. Entity-specific presentation depth and a general-purpose financial-reporting suite are not included. |
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