For accountants and auditors
Accept digital-asset clients without rebuilding the evidence every year.
A free practitioner workspace for portfolio status, client requests, review notes, workpapers, sign-off and portable evidence—monetised through client plans, not seats.
Implemented local workspace
- Portfolio
- Close status, exceptions and response needed.
- Work
- Requests, notes, templates and recurring deadlines.
- Review
- Evidence-linked decisions, release and lock.
Client access remains exact
- Client-approved accountant/auditor role ceiling.
- Separate practice acceptance and direct-member assignment.
- No transitive access and no hidden seat inheritance.
- AAL2 invitation, acceptance, delivery and revocation evidence.
Make review profitable
Standard request lists, recurring schedules, close-linked work and open exports reduce chasing and reconstruction. Co-branding, statutory calendars, professional-practice verification and bulk deadline tooling remain planned.