Accounting and audit client document portal
The client provides the required accounting or audit documents and explanations. The team sees what is missing, and the client receives a specialist response to the specific request.
Accounts, contracts, bank details and explanations are received via email, shared directories, messages or different systems. Employees do not see what documents are missing, repeat their search and delay the preparation of monthly or yearly reports.
How the solution works
- Obtaining a specific workflow information need
- Submit a request to the right customer representative
- Accept a document or response with version
- Transfer to a specialist and return an eligibility response
- Complete revision and maintain decision history
Key challenges
- Customer documents and explanations are received through too many channels
- Customer issues, endorsements and solutions are difficult to trace
Solution capabilities
Specific need
The request specifies a period, document or question and the recipient of the answer. The common file folder does not replace the list of missing information.
Client's rights
Access to payroll, management, and common accounting documents is segregated by genuine authority.
Submission and review
The uploaded document is marked with the received one; the reception or revision of the specialist returns in a separate response.
Meaning of the decision
The client's response is associated with a specific question and version of the document. The general button does not prove unlimited confirmation of all conclusions.
Terms and Responsible Professionals
The client sees the deadline for submitting or answering a document. The request is handled by an appointed specialist, and the response received via another channel is attached to the same question.
Business context
- Customer documents and explanations are received through too many channels
- Accounts, contracts, bank details and explanations are received via email, shared directories, messages or different systems. Employees do not see what documents are missing, repeat their search and delay the preparation of monthly or yearly reports.
- Customer issues, endorsements and solutions are difficult to trace
- Comments, document endorsements and solutions travel via email and chat programs. It is difficult to determine who confirmed the information and when, leading to an increase in interpretations and disputes.
- The client understands what document and why is still needed
- A general request for documents to be sent can lead to repeated adjustments. Specific submissions and specialist responses allow the client to complete an action for him/her. The service team can serve more customers in a more consistent manner, maintaining a clear history of each issue.
Core features
- Specific need
- Client's rights
- Submission and review
- Meaning of the decision
- Terms and Responsible Professionals
Key integrations
- Accounting, auditing or duty workflow
- A real need for information, a deadline for the client's action and an eligibility response.
- Customer Representation Data
- Access and decision rights for a specific person.
Potential impact (%)
The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.
Document coordination work
12–36%Decreasing
This illustrative scenario assumes that 30-60% of manual data entry and handover work can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.
Measure working minutes to collect and refine one comparable dossier.
Misunderstanding the customer's answers
12–42%Decreasing
This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.
Count cases that have had to be re-tuned due to the unclear scope of the response or the wrong version of the document.
Part of negative feedback on filing documents for accounting or auditing
5–20%Decreasing
Indicative assumption: 20-40% of negative reviews involve vague requests for accounting or audit documents. The decision could reduce this proportion by 25-50%. This is a scenario of potential; the assumptions need to be verified by feedback collected by the company.
When a company starts collecting feedback, negative reviews about filing documents for accounting or auditing are counted from all assessments received on the topic. The same method of evaluation is applied before and after installation and similar customer groups are compared. Without initial data, the actual change is not determined.
Conditional calculation scenarios. The assumptions have not been validated against client measurements.
When this solution is relevant
- Customers are repeatedly told what documents are missing and whether the submitted documents are appropriate.
- Documents are obtained through multiple channels, making it difficult to track additions and a review of the responsible specialist.
Project scope and implementation
Document submission and review are associated with the accounting or auditing tools used by the team. If an existing secure channel allows you to see flaws, additions and review responses, its capabilities are used. The new portal is based on missing client actions and integrations.
Further development options
- Other customer document flows after verification of specific recipient rights and internal response.