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How it works



Step 1

Register with us.  Once you have registered you will be able to use our client portal.

Step 2

Download the instruction manual on how the client portal works.  

Step 3

Add your funds on the portal.  Once you have registered with us, add your funds for us to audit.   You can add funds in bulk or one at a time.

Step 4

Upload documents.  After adding a fund, you can download our engagement letter and have it signed by the trustees of the fund and upload it along with all permanent and yearly audit evidences, then simply click a button for us to commence our audit.  We will let the previous  auditor know that we have taken over the audit of the fund.

Who we serve

Tax Professionals 

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