Sky01↗︎
Set the work up
Choose a template, link the client and entity, assign staff and set a due date.
CASE CREATED THE WORKSPACE FOR CA & AUDIT FIRMS
Great client work.
Without the
scattered pieces.
Bring your cases, clients and documents into one shared workspace. A clearer day for your team. A simpler experience for your clients.
Built around your practice. Led by your people.
SKY AUDIT / CASE WORKSPACE
GST · ANNUAL RETURN In progress
Everything this case needs.
Right where it belongs.
Cedar Grove Trading · FY 2025–26
Case progress4 of 7 stages
✓
Documents collectedFiles and versions kept together
Complete✓
Information gatheredQuestionnaire completed
Complete→
PreparationYour team takes it from here
In progressPKAS+1
One case. Shared context.↥
ILLUSTRATIVE WORKSPACE · SAMPLE DATANew document receivedReady for your team to review
✦MANY KINDS OF WORK.Income taxGSTROC & complianceRegistrationsClient projects
CONNECTED BY THE WORKDifferent roles.
Different roles.
One complete picture.
A good handoff should move the work forward.
Not send someone looking for the context.
YOUR FIRM
A shared view. A clear next step.
See what needs attention, assign responsibility and keep every case moving. From the first document request to the final acknowledgement.
Follow the workflowYour practice, at a glanceSample workspace
Active cases12↗︎
In review04↗︎
Completed08↗︎
▤
GST annual returnCedar Grove Trading
In review◷
Income tax returnMaple & Co.
Awaiting documents✓
Annual complianceNorthstar Studio
Client approvalFROM FIRST REQUEST TO FINAL ACKNOWLEDGEMENTGood work has a rhythm.
Good work has a rhythm.
Give it a clear path.
Repeatable stages. Visible decisions.
People in control at every step.
02↗︎
Bring it together
Collect documents and questionnaire answers in the context of the case.
INFORMATION READY03↗︎
Review with clarity
Review files, request corrections and prepare work for client approval.
DECISIONS RECORDED04↗︎
Close the loop
Record filing and acknowledgement, then close with a traceable history.
WORK COMPLETEDDOCUMENTS WITH CONTEXTThe file is only
The file is only
half the story.
Keep the review, replacement versions and approval alongside the document. So the next person knows what happened, not just what was uploaded.
▤Bank statementSAMPLE DOCUMENT
v1 Correction requestedv2 Replacement uploaded✓ Review approved
A client relationship.
Multiple entities.
Keep the organization together while giving each legal entity and its cases the right context.
Progress you can explain.
Case stages, discussions and recorded activity help your team answer “where are we?” with confidence.
PURPOSEFULLY PRACTICALYour expertise.
Your expertise.
A calmer workspace.
Sky Audit organizes the work around your professional judgement. Your team makes the decisions, reviews the details and handles the filings.
Human-led workflowsClient-specific accessRecorded activity
A FEW THINGS TO KNOW
Clarity starts here.
What to expect from the core workspace.
Who is Sky Audit built for?
CA and audit firms that need a shared workspace for their staff and clients. Firms manage the work; clients use their own portal to provide information and follow their cases.
Can one client have multiple legal entities?
Yes. A client organization can contain multiple legal entities. Cases can be linked to the relevant entity, keeping the client relationship and legal entity details separate.
Who can see a case?
Firm staff, including associates, can work across cases within their firm. Assignments organize responsibility; they do not restrict staff access. Clients access the cases and documents belonging to their own organization.
Does Sky Audit file returns or make AI decisions?
The current release focuses on explicit, human-led workflows. Your firm reviews documents, approves work and handles actual filings. Autonomous AI, billing, payments and automated reminder sequences are outside the current core release.
Can I start onboarding customers today?
Sky Audit is currently in acceptance testing. Firm setup is available for evaluation; customer onboarding will open after the remaining release checks and business policies are approved.
Make room for
your best work.
Explore a more connected way to run your practice.
Sign in · invitation only Currently in acceptance testing. Customer onboarding is not yet open.