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In Contact

Submit and receive accounting and audit & assurance queries and manage them to resolution with a fully transparent audit trail that can be presented to regulators

In Contact is used by professional practitioners to log queries from audit and consulting teams where reference has to be made to regulatory and other standards. These queries are work flowed for review, approval and support. A detailed audit trail ensures that all stakeholders, including Regulators, get the information they need.

Users will find the process to be easy and intuitive

Submit the query

Use the intuitive interface to build and submit your query; whether you need help with an Accounting matter or an Audit & Assurance topic

Attach documents that you need to support your query - they are stored securely for future reference

Workflow and resolution

Follow the resolution process as your query is first assigned and then worked on

Use the online chat feature to communicate with the operator and have the conversation stored

Get notified when the operator needs more information from you and complete those tasks online with automatated workflow and notifications

Receive a resolution
Your query is resolved online with all the workflow, communication and documentation stored in one, easy to reach location

Hassle-free query submission and resolution for audit and accounting professionals

In Contact enables you to monitor and record all aspects of the query resolution process

Allocate
Once a query is logged it can be collected by an operator or assigned by an administrator

Analyse
The operator will work on the query using the information submitted by the requestor

Assign and track tasks
If the operator needs more information or requires that the requestor performing additional information, they can create and assign "Requestor Actions" which are then sent back to the requestor. This may include the submission of additional information to the query form or even the upload of documents. A full audit trail of all actions undertaken as well as reports that help to manage the completion of these tasks is available.

Review
If necessary (or if required by your firm's policies), the query can be routed to a reviewer for further review and input. This process enables review notes to be raised and addressed between the operator and the reviewer.

Resolve
When the query is resolved, the resolution can be recorded in the system with alerts sent to all interested parties. The system will also produce appropriate deliverables for the engagement file which can be downloaded in PDF or printed.

Detailed reports and summary dashboards provide all the information you need to effectively track all queries to resolution

Dashboards are available at the requestor, operator, reviewer and organisational level.
Reporting is produced based on the role of the person viewing the report (i.e. Partner, Manager, EQCR, Operator, Reviewer, etc)

Packed full of additional features

Submit by proxy lets you submit a query on behalf of any other user
Discussion forum integrated to the query lets you discuss matters related to it
Match queries to previous matters
Gather feedback from teams and DPP operators to improve performance
Integrated with an Incident ManagementLog so you can automatically raise incidents that should be tracked andreported out of the query resolution process

Make it yours

In Contact is highly configurable, allowing you to set a number of items to meet your practice's specific needs

Administrators can configure the system to receive queries across a range of different topics:

Mandatory and non-mandatory consultations
AFS reviews - direct cllient reviews
AFS reviews - mandatory
AFS reviews - specific requests
Informal queries
External client opinions
Pre-issuance

There are also many configurable drop-down lists that can be modified as needed. These include accounting frameworks, audit frameworks, client listings, acounting pronouncements, debt and equity instruments, entity types, and much more ...