Sample partner portal

Ready at 8am

7

Items prepared while the office was closed.

Exceptions flagged

2

Surfaced with the evidence beside them, not buried.

Closest deadline

6 days

Northgate Logistics — VAT return, 15 March.

Waiting on a decision Across the whole book — one queue, not one per client

Prepared	Client	State
VAT return — quarter to 31 Jan Boxes rebuilt from the ledger and tied back. Two reverse-charge items to confirm.	Northgate Logistics Ltd	Awaiting review
Revenue testing — W-004 analytical review Charter income up 12.7% year on year; variance above performance materiality documented.	Meridian Yachts Ltd	Awaiting review
Bank reconciliation — January One unmatched item, €1,246.30. Receipts requested from the client 3 days ago.	Meridian Yachts Ltd	Exception
Draft financial statements 2025 GAPSME disclosures checked; three drafted notes flagged for partner wording.	Verity Interiors Ltd	Partner review
Payroll — February, 14 employees FSS and SSC computed; one new starter awaiting a confirmed start date.	Saltpan Foods Ltd	Blocked
MBR annual return Drafted from registry data already held. Files only after signature.	Cobalt Interactive Ltd	Awaiting signature
Management accounts — January Prepared with commentary on the three largest movements.	Northgate Logistics Ltd	Awaiting review

The buttons are inert on purpose. In the real portal each one is a recorded decision — who approved what, when, against which version. Accounting estimates, going concern, materiality and the audit opinion are never prepared for you: they stay with the person who signs.

Illustrative data. Every client name, balance and exception on this screen was invented for the demo.

Clients 6 shown · sample extract

Client	Services	Books to	Next deadline	State
Meridian Yachts Ltd Charter & berthing · audit client	Bookkeeping, VAT, payroll, audit	31 Jan	15 Mar — VAT	1 exception
Northgate Logistics Ltd Freight forwarding	Bookkeeping, VAT, management accounts	31 Jan	15 Mar — VAT	2 in review
Verity Interiors Ltd Design & fit-out	Bookkeeping, year-end accounts, tax	31 Jan	31 Mar — FS signing	Partner review
Saltpan Foods Ltd Wholesale & distribution	Bookkeeping, payroll, VAT	31 Jan	28 Feb — payroll	Blocked
Cobalt Interactive Ltd Software · regulated	Bookkeeping, corporate & MBR, tax	31 Jan	20 Mar — annual return	Awaiting signature
Harbour Line Rentals Ltd Property & leasing	Bookkeeping, VAT	31 Jan	15 Mar — VAT	Clear

Capacity without headcount. The book grows without a proportional hire: the preparation scales with the clients, and your professionals stay on the part that needs them — the review and the signature.

Illustrative data. These companies do not exist; the services, dates and states are invented.

Next 60 days 9 obligations · sample extract

Date	Obligation	Client	Readiness
28 Feb	Payroll — February run 14 employees; blocked on one start date.	Saltpan Foods Ltd	Blocked
15 Mar	VAT return — quarter to 31 Jan Drafted and tied back; with the reviewer.	Northgate Logistics Ltd	Ready to review
15 Mar	VAT return — quarter to 31 Jan Held while one bank exception is cleared.	Meridian Yachts Ltd	Exception
15 Mar	VAT return — quarter to 31 Jan Prepared, checked, nothing outstanding.	Harbour Line Rentals Ltd	Ready
20 Mar	MBR annual return Drafted from registry data; files after signature only.	Cobalt Interactive Ltd	Awaiting signature
31 Mar	Financial statements 2025 — signing Draft complete; three notes for partner wording.	Verity Interiors Ltd	Partner review
31 Mar	FS3 / FS7 — year-end payroll returns Reconciled to the monthly FS5 filings.	Saltpan Foods Ltd	In preparation
15 Apr	Audit fieldwork — revenue and receivables Testing run across the full population; workbook attached.	Meridian Yachts Ltd	Ready to review
30 Apr	Corporate tax computation Prepared for review once the FS are signed.	Verity Interiors Ltd	Not started

Deadlines are native, not a setting. The Maltese calendar — VAT, FSS, MBR, FS signing — is built in, and the work is scheduled backwards from each date so it reaches your queue before it is urgent.

Illustrative data. Dates and obligations are shown to demonstrate the calendar, not as tax advice.