Annual Compilation File



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.

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