My to-do today
Assigned to the current position, due today or overdue.
Practice Client Lifecycle ERP
One shared workspace for clients, work, resources and firm-controlled finance
Engagement PartnerGroup workspace
Client records and file updates
Keep existing client details, contacts and services together. Missing information is highlighted in red for Partners and Managers to update. Existing-client status is separate from file completeness and new-engagement approvals.
Saved client records
This first module stores records in this browser only. Link the same field model to your secured CRM database and document repository before operational use.
Lead, opportunity and engagement gatekeeper
Capture and qualify an enquiry before it becomes an opportunity. A signed Engagement Letter, verified KYC and acceptance controls are still required before the opportunity becomes an active engagement.
Lead, opportunity and engagement Kanban
Advance only when the next stage’s gate is satisfiedA qualified lead becomes an Opportunity at proposal stage. Contract renewal starts a separate controlled cycle and never overwrites a signed Engagement Letter. This browser prototype records document references, not document files.
ICPAK-aligned audit workspace
Create a controlled annual audit file after statutory-audit activation. The audit file now follows a general-audit sequence: source population control, TB / GL reconciliation, provisional-to-final sample clearance, evidence testing, exception disposition and completion review. This workspace prepares a governed hand-off to ICPAK; it does not claim a direct ICPAK system connection.
0Audit files
0Planning gates complete
0Balanced trial balances
0Ready for Partner closure
7. Fieldwork control and evidence gates
Control the source population before final samples or substantive testingFieldwork finalisation gates
Final sampling is enabled only after controlled source and reconciliation clearance| Audit file / area | Source population | Reconciliation | Samples | Exceptions / adjustments | Gate |
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Trial balance mapping
Map each account to an audit area before financial-reporting/export use| Audit file / account | Description | Debit | Credit | Audit area mapping | Action |
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Audit file register and closure status
| Client / period | File and TB | Planning / workpapers | Completion / attachments | Closure status |
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This prototype records references and workflow evidence locally. Production must enforce authenticated role checks, immutable audit trails, file locks and data retention on the server, then generate the ICPAK package through approved export procedures.
Centralized Communication Hub
Manage client and staff interactions in one controlled history. Formal communications inherit the engagement’s locked handling firm and can receive an opaque QR reference.
Communication history
Search across linked recordsOpen items with a past follow-up date are highlighted. Production reminders must run through authenticated activities or approved channels.
All communications
QR tokens remain opaque. The controlled CRM record holds the firm, client, date, purpose and signatory.| Date / channel | Subject, details and communication QR | Linked lead, client and service | Staff / follow-up | Status | Action |
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Timesheets and WIP
Record daily work against active engagement tasks, approve it once, then track actual cost, budget variance, billing and profitability. Approved entries are locked; corrections use a separate reversal entry.
Tax invoice register and communication
Invoices retain payment references and client-contact communication. Controlled QR references are created in the Communication Hub only.| Invoice / tax period | Lead and contact | Total / received | Due / status | Client communication |
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Current WIP and profitability
| Engagement | Agreed Fee | Hours | Actual Cost | Total Billed | Unbilled WIP | Cost / Fee | Budget Variance | Action |
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Staff rate history
Rates are selected by staff ID and time-entry date, never hardcoded| Staff ID | Position | Cost Rate | Billable Rate | Effective | End |
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HR and staffing
Maintain professional credentials, CPD, leave, assignment capacity, structured reviews and intern induction without building payroll. Busy-season leave and roster conflicts are escalated before they affect engagement delivery.
0CPD hours logged this year
0Credentials expiring in 30 days
0Busy-season leave requests
0Roster conflicts prevented
Staffing roster and leave approvals
Busy-season requests need Engagement Partner approval| Staff ID | Engagement / leave | Dates | Allocation / days | Status | Action |
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Credential compliance and CPD
Expiring credentials generate the HR compliance alert| Staff ID | Credential | Status | CPD Hours | Expiry |
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Performance reviews
Utilization follow-up is linked to approved timesheets| Engagement | Reviewee | Technical | Punctuality | Working Papers | Average |
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Staff attendance and fieldwork
Track work location, daily attendance, site visits, attendance exceptions and the gap between time present and time booked to client work. Leave approval automatically reserves the affected days.
0Currently clocked in
—On-time rate this month
0Late / missed-punch exceptions
0Weekly timesheet gaps
Attendance exceptions
Managers or Supervisors approve supported corrections| Staff / date | Exception | Variance | Reason | Status | Action |
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Timesheet-gap queue
Compare attendance time with client work logged that week| Staff | Week | Attendance | Client work | Gap |
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Attendance register
On-leave entries are created from approved leave and cannot be clocked over| Staff | Date | Location | Clock in / out | Hours | Status | Review |
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Client site visits
Verify fieldwork presence through the assigned Supervisor| Staff | Client / engagement | Check in / out | GPS | Supervisor sign-off |
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Client document vault
Register document metadata, source location, version and access trail separately from the physical file. A production document repository must use private object storage and short-lived download links.
Document register
View/download actions are logged| Document | Category | Version | Uploaded | Lock | Actions |
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Vault access audit trail
Blocked locked-document actions remain in the log| Timestamp | Document | Action | Actor ID |
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Help desk and support
Handle client queries, staff system support and engagement blockers through a tracked ticket, position-based routing, SLA control, comments and knowledge-base articles.
0Open tickets
0SLA breaches
0Resolved tickets
—Top issue category
Knowledge base
Self-service guidance| Article | Category | Audience | Views |
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Support queue
SLA deadlines and internal comments are tracked per ticketHome
Start from work that needs attention. The shared workspace combines authorised work across the practice while every engagement, invoice, payment, document and communication retains its locked Handling Firm.
0Active clientsIn the selected firm view
0Due this weekOpen firm tasks
0 / 0Filed obligationsTax projects in scope
0My pending uploadsFor the current position
My Workspace
Start with today’s priorities, follow work already in motion and prepare for the next seven days.
My pending work
Items blocked, awaiting evidence or in review.
Upcoming this week
Your open tasks due in the next seven days.
Firm-wide deadlines
Operational context across the selected handling firm view.
Quick actions
Open the right controlled workflowRecent activity
Latest controlled events in scopeMy task worklist
Tasks are filtered by the current position and firm view.| Due | Task | Client / project | Firm | Status |
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Realization by sector
Cost as a percentage of agreed fee| Sector | Agreed Fee | Actual Cost | Cost / Fee | Flag |
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Revenue by branch
Paid invoice value| Branch | Paid revenue |
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CRM analytics
Customer, service, marketing and sales performance. Engagement Partner may view all firms; other roles must be filtered by server-side firm access.Customer analytics
| Sector | Engagements | Paid revenue |
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Service analytics
| Service line | Fee baseline | Actual cost | Margin |
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Marketing analytics
| Lead source | Leads | Converted | Conversion |
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Sales analytics
| Branch | Open / Hot | Active | Conversion |
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Compliance and operations queue
Drill down by editing the engagement or opening its WIP record| Control | Engagement / document | Detail | Status |
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System alerts
The production scheduler must deduplicate and deliver mandatory alerts through the approved channels| Alert | Related record | Recipient position | Status |
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Master service catalogue
These controlled terms are the only selectable service tags. They keep pipeline, service delivery and cross-selling reports consistent across the firm.
Sector tagging
Sector recommendations use the controlled names above. Where a sector brief uses a descriptive phrase such as “grant reporting”, “payroll support” or “regulatory compliance”, the related controlled service tag is selected and the detail is captured in Client Notes.
Operational workflow rules
Automations created when a client is saved are visible against that client record. These rules are ready for conversion to server-side CRM jobs and task assignments.
Lead qualification and opportunity control
Cold, Warm and Hot are priority signals, not compliance stages. Warm and Hot leads require an owner, next activity and due date. A qualified lead becomes an Opportunity when its proposal is sent; the opportunity retains the selected firm, routing and fee forecast.
Lead-to-Engagement acceptance gate
An opportunity cannot become an active engagement until the signed Engagement Letter reference is present, KYC documents are recorded and Manager-verified, the conflict check is cleared and all required approvals are complete. Statutory Audit also requires an ICPAK reference. Billing milestones are scheduled at activation, not issued merely because an opportunity is won.
PIE / ISA 220 quality control
For a PIE, Financial Services or Public Sector client, create an open task for the Engagement Partner: “Assign Independent Engagement Quality Reviewer.” An audit report cannot be signed until the assignment is complete.
Controlled organisational routing
Firm is the legal owner, Branch is the delivery office, Service Line is Audit, Tax, Accounting or Advisory, and the Specialist Team is the work queue. New leads route from Firm → Branch → Service Line → Specialist Team. A changed firm requires a new lead and engagement.
Contract renewal and EL preservation
Annual audits and recurring retainers alert the assigned owner 60 and 30 days before expiry. Starting a renewal creates a separate opportunity, refreshes KYC and conflict controls, and requires a new signed EL. The prior signed EL remains locked.
Cross-selling follow-up
When Statutory Audit is selected and the audit is signed, create a day-30 Account Manager task to offer Tax Diagnostic Reviews or Cash-flow Forecasting & Financial Modeling.
Tax compliance work packs
Tax Compliance now creates only the selected VAT and eTIMS, payroll and statutory, WHT, tax-credit, income-tax, PPE, stock, instalment-tax and client-report tasks. Credits or tax prepayments remain blocked from the tax position until iTax verification and reviewer approval are recorded.
Quarterly data clean-up
Review potential duplicates, incomplete profiles, client notes and engagement-letter references before each quarterly pipeline and quality-control review.
Access control
Permissions are assigned to positions and profiles, never embedded against a named individual. Actual users inherit access from their assigned position and reporting line.
The current browser-local module displays the approved access model. Production deployment must enforce the same model in authenticated server-side permissions, not only in the browser interface.