The annual compilation file meets the need for a central digital repository for annual compilation work.
- Meets SES-2 requirements
- Meets Code of Ethics (2019) requirements
- Includes annual rollover
- Export to PDF on completion
- May be printed or paperless
- Bring forward data in new year
- Includes letters and reports
- Documents may be uploaded, or links created to external repositories or other software
- Easy trial balance import from Xero and other common software
- Review notes and follow ups
- Includes data gathering checklists to share with client
- Full online collaboration with team and client
- Financial reporting checklists for all kinds of entities
Contact us for a demonstration or more details.