Capability deep dive
Every capability your certification workflow needs
From request preparation to an eligible final record, each capability is designed to preserve evidence, expose the real workflow state, and keep professional judgment with the practising Chartered Accountant.
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Folders
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Timeline
Assignment01 / Capability
Follow every request from start to finish
See the active stage, what changed, and the next action without turning an in-progress request into a false success state. Customers and authorised professionals share one attributable view of progress.
Certificate request timeline
- Request createdScope and certificate purpose recordedComplete
- Evidence organizedSupporting records connected to the requestCurrent
- Independent reviewCA questions and decisions remain attributablePending
- Eligible completionFinal output follows the CA decisionNot started
Assembled evidence files
Financial statementCurrent version · request evidenceConnectedSupporting recordReview context retainedReady02 / Capability
Structured document management built for audit readiness
Keep files grouped with the request they support. Version, source, status, and review context stay visible to authorised participants instead of being separated across inboxes and folders.
03 / Capability
Review before you submit
Preparation screens keep declarations, supporting records, and unresolved questions together so the customer can confirm the package before professional review begins.
Completeness checks
- Facts retain their evidence context
- Declarations remain attributable
- Independent review is still required
- Unresolved questions remain visible
04 / Capability
Find a qualified chartered accountant
Professional discovery is planned behind a verification boundary. Profiles will be shown only when practising status, service information, and availability can be presented without inventing endorsements or outcomes.
Planned · verification gatedPlatform security
Authentication and access built on simplicity
Email one-time access
Customers request a short-lived sign-in code without creating another reusable password.
Session boundaries
Server-bound sessions coordinate expiry and renewal without exposing private factors to the browser.
Role-based access
Customer, CA, and operations capabilities remain separated by server-side authorization.
Operating boundaries
Clear boundaries. No blurred lines.
What you do
Prepare your documents, answer guided questions, upload evidence, and confirm the information you provide.
What the platform does
Structure submissions, preserve versions, show progress, and coordinate the workflow without making the professional decision.
What your CA does
Independently review the submitted package, resolve professional questions, and decide whether the request is eligible for completion.
See the full workflow in action
Start with the supported public journeys and understand each professional boundary.