Tools

Choose a section from the left menu. Each table shows Tool, Tool name and Example prompt.

Use the prompts after connecting Client Portal. Replace square-bracket placeholders with your details, and confirm the client and period before starting.

Everyday work

Section	What you can do
Clients and engagements	Find a client, choose a period, check settings or get a briefing.
Tasks and requests	Review outstanding work, prepare changes or follow a work plan.
Documents and knowledge	Find records, read evidence and ask questions with citations.
Meetings and calendar	Read meeting notes, check availability and prepare a new event.

Data

Section	What you can do
Financial data	Browse General Ledgers, Trial Balances, bank records and connected providers.
Uploads	Follow the upload steps and check progress.
Datasets and matching	Inspect datasets, transformations and matching results.
Sampling	Read saved sampling plans, runs and selected rows.

Audit workflows

Section	What you can do
Find a workflow	See which workflows are available for an engagement.
Document updates	Review requested changes and prepare a revised document.
Board minutes	Review minutes, findings and annotations.
Bank review	Inspect bank workpapers, reconciliations and testing.
Companies House	Find companies, filings and review findings.
Fixed assets	Inspect registers, saved calculations and review records.
VAT reconciliation	Read reconciliations, saved calculations and findings.
Opening balances	Inspect opening-balance reconciliations and conclusions.
IFRS 16 leases	Review lease intake, registers and saved results.
Grid	Read grids, cells, conflicts and history.

For changes, review the proposal before approving it and check the saved result afterwards. If the outcome is uncertain, check Client Portal before trying again. Get help if a step fails.