Requests
Request Tracking
Create and follow requests through their full lifecycle. Attach evidence, track review status, and keep the decision timeline visible.
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Supported CA workflows
Request professional services, organize evidence, review drafts, and follow each decision from one secure workspace. Built around independent CA expertise.
Features
Requests
Create and follow requests through their full lifecycle. Attach evidence, track review status, and keep the decision timeline visible.
Certificates
Reach supported certificate journeys, including Net Worth and Turnover, from one clear and secure starting point.
Documents
Keep documents grouped with the request they support, so customers and professionals share the same review context.
Request lifecycle
Create a request and define the certificate or professional service you need.
Attach supporting records and keep every evidence item connected to its purpose.
An independent practising Chartered Accountant reviews the draft and supporting context.
Receive the final professional output in the secure workspace when review is complete.
Workspace preview
Create a request to begin tracking progress.
Updates and supporting records remain visible as work progresses.
Platform advantages
Track work from preparation through evidence gathering, draft review, and final completion without losing the request history.
Keep supporting records connected to the request and certificate context they are intended to substantiate.
Share professional and customer information only within the permissions and consent available to the current workspace.
Use time-limited sessions and role-aware access controls to keep sensitive professional work appropriately scoped.
Connected workflow
The workspace keeps requests, evidence, documents, and professional collaboration in one traceable flow. The platform organizes the process; the practising CA remains responsible for the professional decision.
Read the security approach
Time-limited sessions and role-aware controls keep each workspace appropriately scoped.
Next step
Understand the available services, or sign in to continue an existing request.