Professional review pathways
Financial certificate suite
Net Worth and Turnover Certificates are the initial intended products: structured financial preparation followed by independent review and decision by a practising Chartered Accountant.
Individual and family
Net Worth Certificate
A structured preparation path for recording assets, liabilities, ownership context, declarations, and supporting evidence for independent CA review.
Financial-account and investment context- Property, vehicle, and ownership context
- Loan and liability context
- Declarations and supporting records
Proprietor and small business
Turnover Certificate
A structured preparation path for recording turnover over a defined period and preserving its supporting basis for independent CA review.
- Sales-ledger and invoice context
- Period-specific banking context
- Relevant return or tax-record context
- Business and declaration records
Workflow integrity
One structured process for every certificate
- 01
You prepare
Supply and confirm the facts, declarations, and supporting context.
- 02
Evidence is organised
Keep source records and versions attached to the request they support.
- 03
Your CA reviews
A practising Chartered Accountant examines the exact submitted package.
- 04
Your CA decides
Professional judgment determines whether the request is eligible to complete.
Decision support
Not sure which certificate you need?
Choose Net Worth when…
- You were asked for a financial-position statement as of a particular date.
- Your request needs assets, liabilities, ownership, and valuation context.
- You understand that acceptance still depends on the requester and CA review.
Choose Turnover when…
- You were asked for business revenue over a defined reporting period.
- Your request needs the source-record basis for the period’s turnover.
- You understand that the exact basis remains subject to professional review.
Connected trust
Every decision rests with an independent practising CA.
No automated certification
The platform structures and coordinates; it cannot make the Chartered Accountant’s professional decision.
No guaranteed outcomes
Preparation quality cannot predetermine acceptance, professional judgment, or the final outcome.
Your documents, your control
Financial facts and supporting evidence remain attributable to the customer and visible to authorised reviewers.
Learn about the certificate that fits your need.
Review public information before any protected intake or evidence submission.
See how the platform works