Chartered accountant

Your special engagements. Big Four infrastructure.

Audits, review engagements, tax advisory. You manage complex files with tight regulatory deadlines. Xpert6 gives you the client portal, document collection and automated reports.

The chartered accountant's reality

Sensitive files managed by email.

You handle confidential financial statements, tax returns and payroll data. Document collection by email is a compliance nightmare.

Endless document collection

Each audit requires 50 to 100 documents. You send the list by email. The client responds in pieces over 3 weeks. You follow up 4 times.

Unsecured confidential data

Financial statements, T4s, bank statements transit by email. No access control. No traceability. Your professional insurance depends on it.

Standard reports recreated every time

Engagement letter, audit report, management letter. Same structure every mandate. You recreate rather than capitalize.

Before / After

Artisanal practice or structured firm?

The CPA without Xpert6

The document list is sent as Excel by email. The client sends documents one by one. You lose track after 20 exchanges.

Audit reports follow the same format every year. You copy-paste from last year and adapt. 6 hours per report.

The client doesn't know where their file stands. They call to ask when the financial statements will be ready.

Between annual engagements, silence. The client consults a competitor for an urgent tax question.

The CPA with Xpert6

The client uploads documents in a secure portal. Interactive checklist with real-time progress. Automatic reminders.

Cortex pre-fills recurring report sections from last year's data. From 6 hours to 90 minutes.

The client tracks their file in their portal. Status, documents received, next steps. No more calls.

Tax knowledge base accessible 24/7. The client asks questions between engagements. Subscription billing.

Built for CPAs

The infrastructure of major accounting firms.

Every module is built for the chartered accountant managing confidential engagements with strict compliance requirements.

Secure document collection

Checklists by engagement type (audit, review, compilation). The client uploads in a secure portal. Visible progress. Automatic reminders.

Confidential client portal

Financial statements, returns and reports accessible in a branded portal. Granular access control. End-to-end encryption.

Automated reports

Pre-configured report templates. Cortex pre-fills recurring sections. The CPA focuses on professional judgment.

Deadline management

Regulatory deadlines tracked automatically. Alerts at D-30, D-14, D-7. No engagement falls through the cracks.

Tax knowledge base

Feed Cortex your interpretation bulletins, technical notes and tax strategies. The client consults 24/7.

Advisory recurring revenue

Monthly packages for knowledge base access and ad hoc consultations. Predictable revenue between annual engagements.

Get started in 30 minutes

Three steps. A transformed firm.

Set up your portal

Add your firm name, logo and colours. Your professional accounting portal is ready in minutes.

Create your files

Choose the engagement type. The complete document checklist is generated automatically with regulatory deadlines.

Invite your clients

Your clients access their secure portal. They upload documents and track their file progress.

12-day free trial

Ready to deliver like a Big Four?

12-day free trial. 2 licences included. No credit card. Your accounting portal is ready in 30 minutes.

Start my free trial

Free trial, no commitment. 30-day money-back on first subscription. 90-day Triple Impact Guarantee on annual or 24-month plan.

Use case

Chartered accountant

Audit, review, compilation, tax, advisory.