Private workspace
Each firm's client data is scoped to its own workspace.
Security
Protect client financial data without slowing down preparation.
Company Financial Statements separates firm workspaces, supports MFA and network controls, records role-gated decisions, seals locked evidence, and verifies recovery paths.
Local Tally connection
The connector reads from Tally Prime only when you start a sync.
Role-based maker-checker
Owners assign preparer, reviewer, approver, and viewer roles; adjacent approvals cannot be performed by the same user.
Review history and recovery
Draft review evidence stays attributable, while automated backup verification tests that recovery remains usable.
What it means for your team
Practical controls for day-to-day preparation work.
- Keep every API read and write scoped to the authenticated firm
- Require MFA and approved network ranges where the firm chooses
- Keep optional analytics off until the user gives consent
- Trace review decisions and verify locked artifacts against hashes
- Restore backups into an isolated database and run a smoke check
Need more clarity?
Ask your security questions before onboarding.
We will help you understand how Company Financial Statements handles privacy, access, and workspace control.