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Evidence handling

Make every review traceable

Records belong to your practice account. Decisions retain source versions, changes are recorded in audit history, and internal assurance uses an independent review chain before sign-off.

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Private evidence

Upload only necessary, redacted documents. Files are stored privately, integrity-checked on download and only available to permitted members. Permissions are checked on the server. We do not run antivirus scanning, so upload only files you trust.

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Audit history

Changes are recorded against the account and can be exported for your own files.

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Independent sign-off

Sign-off needs a different reviewer, two-factor authentication and a recent password confirmation.

Scope of assurance

  • A practice-owned readiness workflow
  • Source versions kept with each decision
  • Official rules may change; revisit your decisions

What this is not

  • An HMRC submission
  • An external filing deadline
  • A certification or audit opinion
Example data
Conditions and evidence register
How we run it

Reviewed, not just promised

Security, accessibility, privacy, backup restoration and support are reviewed as part of how we run the service. We make no certification claims beyond what is published here.

Review the data boundary โ†’