Originals, UDINs and reviewer sign‑off — tracked, not remembered
The parts of an assurance practice that go wrong quietly: a UDIN not logged, an original file nobody can find, work signed off without a second pair of eyes. Chartede keeps each of them on record.
UDIN register
Every UDIN logged against the client, document type, financial year and signing date. Complete when ICAI asks — no spreadsheet reconstruction.
Originals, in and out
Physical files logged in and out with acknowledgment slips: who holds the original, where it is kept, when it is due back, and whether it came back.
Reviewer sign-off
An article does the work; a reviewer verifies it. A task is not done until the cycle is signed off, and every cycle is recorded.
Time per engagement
Timers and time logs per task, billable or not, rolled into team timesheets and costing per client.
DSC and portal logins
Client DSCs with class, serial and expiry, and portal credentials in an access-controlled vault. Expiries surface as renewals.
Document requests
Clients upload what you ask for through the portal and see what is still pending — without seeing any other client.
From the first client to the last filing
Tell us how many people work at your firm and we’ll show you the right next step — a trial, a demo or a conversation.