From draft to signed set without a single e-mailed attachment
The statements move through preparer and manager review, then to the client’s authorised contact on a secure link. The partner approves at the Partner Gate, each director signs from their own link, and the issued set is sealed with its figures’ trail.
Who uses it
- Manager
- Partner
- The client’s directors
What it does
- A statement workflow: drafting, preparer review, manager review, client review, finalisation, partner review, approved for signing, signing and issued.
- Client review on a secure link with no login that expires; comments on the exact copy, and an approval recorded against it.
- The Partner Gate: open review comments, failing checks and AI drafts not yet edited counted.
- The ISQM 1 gates checked by the server when the partner signs: client acceptance or continuance, independence, the engagement quality review, consultations, differences of opinion, critical incidents and professional judgements; the engagement partner alone may sign past an open gate, with a written reason that is recorded.
- Each director gets their own link and signs on their own line, or prints and signs.
- The signed copy and its completion certificate filed in the client’s documents and linked back to the statements.
- Issue seals every figure’s trail; a later change in the source is flagged as a change after issue.
How it works
- Submit for review.
- Share with the client.
- Approve at the Partner Gate.
- Send to the directors and issue.
The controls that protect it
- The server refuses a review by the person who prepared the statements.
- The statements cannot be signed while any client comment is open.
- The partner’s approval is bound to the version’s content: a later change invalidates it.
What it does not do (yet)
- Signatures are simple electronic signatures, not certificate-based digital signatures.
- Where no e-mail provider is set up, the link is shown to copy — the system never pretends an e-mail went.
