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People & rationale
Retain customer-owned relevance decisions, roles, review history and source versions.
Development preview · for UK tax, accountancy & payroll practices
Keep the reasoning.Keep the evidence.Stay ready to review.
A shared internal register for firm identity, people decisions, condition evidence and practice changes. Record what you reviewed, who reviewed it and the guidance you relied on.
Use synthetic records only until security, privacy and launch reviews pass.
Customer-ownedYour practice makes every relevance decision.
Source-linkedEach decision keeps the guidance version used.
Private evidenceQuarantined and scanned before download.
Real product screens, populated with synthetic demonstration data.
What it does
Four records. One defensible trail.
Built around how a practice actually reviews its own position: decisions, evidence, change and independent sign-off.
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Owned evidence
Connect conditions to accountable owners, necessary documents and your internal review dates.
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Internal assurance
Prepare an independent review and archive the evidence relied on at sign-off.
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Change events
Role and service changes open review tasks assigned to an owner with a due date.
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Source library
Keep HMRC and legislation references as versioned sources, with a content hash.
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Audit history
Every change is recorded, with exportable account records for your own files.
Inside the product
From first record to signed-off review
Workspace
A single view of people, conditions, assurance cycles and change events.
People register
Record relevance decisions with your rationale and the source version you relied on.
Conditions & evidence
Give every condition an owner, a review date and private, scanned evidence.
Change events
A role change opens a review task, so decisions never go quietly stale.
Internal assurance
Independent review and sign-off against a frozen evidence snapshot.
People register
Conditions & evidence
Change events
Internal assurance
An independent review, on the record
Readiness is your own governance workflow. Sign-off is bound to a frozen snapshot, so what was reviewed is what was signed.
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Draft
Author assembles the cycle and period.
2
Snapshot
Records and evidence are frozen and hashed.
3
Independent review
A different member reviews the snapshot.
4
Sign-off
Requires two-factor and a recent password check.
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Archive
Export the evidence pack for your files.
Honest scope
Your practice makes the judgement
This service supports workflow and evidence. Internal assurance is your governance process; it is not presented as a mandated annual HMRC filing.
What it gives you
- Decisions with rationale and source version
- Owners and review dates you set
- Private, scanned evidence storage
- Independent review and signed snapshots
What it does not do
- Classify people or give tax or legal advice
- Submit registrations or notify HMRC
- Store Government Gateway credentials
- Record convictions or personal tax details
9register sections
5step assurance chain
2people on every sign-off
0credentials stored
Prepare your practice record
Try the preview with synthetic data. Pricing is a hypothesis and no billing is enabled.
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