Built for Company finance work. Designed for accountable review.
Company Financial Statements isolates firm workspaces, supports role and MFA controls, records review decisions, and keeps draft blockers visible. Recovery verification remains an explicit deployment responsibility.
Tenant-scoped Company engagements
Preview export remains controlled
Firm-managed roles and permissions
Actions tied to user and timestamp
Security claims tied to the product and its operating boundary.
Workspace isolation
Client and financial-year records are scoped to the authenticated firm across the Company web and API surfaces.
Role-based access
Owners manage user roles and access for Company preparation, review, administration, and viewing.
Segregation of approvals
Role-gated decisions keep preparation and review attributable and prevent adjacent approvals by the same user where enforced.
MFA controls
The product supports firm-controlled multi-factor authentication gates for protected account access.
Local Tally connection
The local bridge reads Company data from Tally Prime only through an initiated, paired workflow.
Consent-gated analytics
Optional analytics remain off until consent is provided, with a public privacy-choice control.
Attributable audit history
Material workflow events are recorded against the acting user and are protected by the product audit-event chain.
Readiness blockers
Material source, mapping, build, comparative, and content errors stay visible before a Company preview is built.
Recovery verification
Backup and restore verification is an operator-owned deployment control and is not represented as an automatic in-product guarantee.
Readiness blockers stay visible.
The Company workflow surfaces material source, mapping, comparative, and content issues before a new draft is built.
Know who prepared, reviewed, and approved the draft.
Maker-checker hand-offs and the activity trail keep review decisions tied to people and time. This does not enable statutory issue or filing.
2
isolated Schedule III Preview taxonomies
MFA
supported for protected account access
Visible
review blockers and attributable decisions
Security and operating controls.
Can one firm see another firm's Company data?
Does the product support MFA?
How are review decisions recorded?
Are backups automatically guaranteed?
Does security status mean Company output is ready to file?
Security controls do not alter the product boundary. Company output remains Preview only; professional review, statutory responsibility, and deployment operations remain with the responsible teams.