Review supporting information before client approval
Connect supporting client information, team review, the approval decision and its history in one practical workflow for your practice.
A clear decision begins before the approval.
The person making a decision needs the right information and a clear understanding of what they are being asked to approve. Your team also needs to know what was reviewed and where the record of the decision belongs.
Client approvals
A clear way through the work.
Bring the supporting information together
Start with the documents and information relevant to the work your team does. Keep the context close to the request so the reviewer can understand what is ready.
Complete the review
Your team checks the information and addresses open questions. Make the distinction between received information and reviewed work clear in your internal process.
Make the decision clear
Bring the client approval into the same workflow. Explain the decision being requested and keep it with the information behind it.
Retain the work history
Keep the record with the work after the handoff. When a question arises later, your team has a clearer starting point for understanding the journey.
For your team
A clearer progression from review to client decision, with the relevant context kept together.
For your client
A decision that comes with the information behind it and a clearer understanding of the requested next step.
The tools behind the workflow.
Let’s make
the fit clear.
No. An approval in SecureWire is a recorded decision on an engagement: who approved what, and when, kept in the audit trail. Where a document needs a formal signature, that step happens outside SecureWire.
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.