Deliverables & Sign-off
A multi-tier review and sign-off system for regulated outputs. Produces a regulator-grade audit trail from preparation through client approval.
How sign-off works
1. Create a deliverable
Go to Deliverables > New deliverable. Select a client, choose the type (e.g. AFS, ITR14, VAT201), give it a title, and assign your sign-off chain.
2. Assign the sign-off chain
Choose who reviews at each tier: Tier 1 (Preparer), Tier 2 (Reviewer), Tier 3 (Partner). Tiers 2 and 3 are optional for smaller firms.
3. Attach documents and submit
Attach the relevant documents (AFS draft, tax return, etc.) and click "Submit for review". The chain advances to the first reviewer automatically.
4. Reviewers approve or return
Each reviewer sees action buttons when it is their turn. They can Approve (advance), Return (send back with comments), or Reject (hard stop).
5. Sign-off and document freeze
When the final tier approves, the deliverable is signed off. All attached documents are frozen — their bytes can never be changed, ensuring audit integrity.
Client sign-off (optional)
After all internal reviewers approve, you can require the client to formally approve the deliverable before it is finalised.
Enable client sign-off
When creating a deliverable, tick "Requires client sign-off" and select a portal contact. This adds a final step after all internal approvals.
Client gets notified
After all internal tiers approve, the client is notified via their preferred channels (email, WhatsApp, push notification, in-app). They see the deliverable in Portal > Approvals.
Client reviews and acts
The client can preview the frozen documents, then Approve, Request Changes (returns to the partner with comments), or Reject.
Audit trail & compliance
Tamper-evident audit trail
Every action is recorded with who acted, when, and a cryptographic hash of all documents at that moment. A hash chain links each action to the previous one — tampering breaks the chain.
Document freezing
Once signed off, attached documents are frozen (lock icon). The file bytes become immutable in storage and cannot be replaced or deleted.
Full document snapshot
Each action captures a snapshot of all attached documents including version numbers, file hashes, and sizes — proving exactly what was reviewed.
Quick tips
- Use the kanban board to see all deliverables at a glance — drag between columns is not supported yet, but the board shows Draft, In review, Returned, Signed off, and Rejected.
- Toggle “My queue only” to filter to deliverables where you are the current reviewer.
- Return vs Reject: Return sends it back for changes (the preparer can fix and resubmit). Reject is a hard stop — a new deliverable must be created.
- The Recall button lets the preparer pull back a submitted deliverable, but only if no reviewer has acted yet.