Customers
What changes in the first quarter.
Firms are named at their own request. Where a practice has asked to stay anonymous, we describe the shape of the firm instead, never an invented logo.
Chartered Accountants · 140 staff
From three spreadsheets to one coverage view
Multi-city CA firm, ~900 clients, GST and audit heavy.
900
clients on one calendar
0
unowned obligations after week 3
Compliance coverage was tracked in three workbooks maintained by three teams, reconciled monthly. The obligation library was loaded once, the heatmap exposed the gaps, and stage gates made "filed" mean the same thing across every office.
“The heatmap was the moment. For the first time I could see every statutory obligation for 900 clients on one screen, and which of them had no owner.”
Managing Partner
Indirect tax practice · 60 staff
GSTR-1 stopped being a two-day exercise
Single-city practice, high-volume GST filings.
2 days → 1 run
monthly GSTR prep
100%
exports re-downloadable
The team rebuilt the filing workbook by hand every month from the invoice register. Now the filing JSON and the review CSV come out of the same run against live invoices, and every export is retained.
“We stopped rebuilding the GSTR-1 workbook by hand. The filing JSON and the review CSV come out of the same run, and both are re-downloadable.”
Head of Indirect Tax
CS & audit firm · 85 staff
Peer review, worked from the record
Secretarial and audit practice, heavy DSC custody load.
3 weeks → 2 days
peer-review preparation
Every
DSC use logged to a person
Preparing for review meant reassembling paper across engagements. The pack generator produces a JSON detail file and a PDF cover summary for the window, and the reviewer follows the audit trail from there.
“Peer review used to be three weeks of pulling paper. We generated the pack for the window and the reviewer worked from the audit trail directly.”
Quality Review Partner