Accounting
Social Enterprise
$30.00
NZD/month |
Accounting
Small
$150.00
NZD/month |
Accounting
Medium
$500.00
NZD/month |
Accounting
Large
$1,200.00
NZD/month |
|
|---|---|---|---|---|
| Packages | ||||
| NZ basic compilation engagements | ✔ | ✔ | ✔ | ✔ |
| For compilation of supporting work-papers for financial statement and tax returns, including questionnaire for collecting year end client data for compilation work - includes requirements of Code of Ethics and SES-2 - versions for small (special purpose) company reporting, sole trader/partnership | ||||
| NZ small charity reporting checklists | ✔ | ✔ | ✔ | ✔ |
| For checking that financial statements are compliant with Public Benefit Entities under Tier 3 and 4 New Zealand Special Purpose Public Benefit Entities Standards (PBE SFR-C (NFP) and PBE SFR-A (NFP)) | ||||
| NZ Tier 4 charity performance report tool | ✔ | ✔ | ✔ | ✔ |
| For the preparation of performance reports for small public benefit entities (expenditure under $125,000) - based on PBE SFR-C (NFP) and Charities Services suggested format | ||||
| NZ SPFR for FPEs checklists | ✔ | ✔ | ✔ | |
| For use in NZ by small and medium sized for-profit entities to check that financial statements are compliant with disclosures required under "A Special Purpose Financial Reporting Framework for use by For-Profit Entities" (SPFR for FPEs) by CAANZ | ||||
| NZ reporting regime selector tool | ✔ | ✔ | ✔ | |
| For assistance in choosing the correct NZ reporting requirements in terms of PBE and FPEs financial reporting regimes | ||||
| Data collection tools | ✔ | ✔ | ✔ | |
| For collecting year end client data for compilation work stand alone (also included as part of compilation package) - versions for business, farming and personal/investment information | ||||
| File transfer portal | ✔ | ✔ | ✔ | |
| For transfer of files between client and firm outside of the assurance file | ||||
| Large public-benefit reporting checklists | $50 | ✔ | ✔ | |
| For use by large public-benefit entities to check that financial statements are compliant with disclosures required under PBE standards - including options for RDR (Tier 2) reporting entities | ||||
| Large for-profit reporting checklists | $100 | ✔ | ✔ | |
| For use by large for-profit entities to check that financial statements are compliant with disclosures required under IFRS and PBE standards - including options for RDR (Tier 2) reporting entities | ||||
| Options | ||||
| Customise Clients | ✔ | ✔ | ✔ | ✔ |
| Customise individual workpapers per client | ||||
| Customise Templates | ✔ | ✔ | ||
| Customise entire templates that can be shared across many clients | ||||
| Create New Templates | ✔ | |||
| Create entirely new templates from scratch for custom content | ||||
| API Access | ✔ | |||
| Access to our API for custom software development and integrations | ||||
| Limits | ||||
| Simultaneous Users | 1 | 3 | 10 | 50 |
| Number of users that can be logged in at the same time | ||||
| Total Users | 3 | unlimited | unlimited | unlimited |
| Total number of users able to be created on the account | ||||
| Active Jobs | 10 | 200 | 1000 | unlimited |
| Number of jobs being worked on during any given month – this can be upgraded using addons after signup | ||||
| Archived Jobs | 100 | 1000 | unlimited | unlimited |
| Number of non-active jobs allowed on the account | ||||
| Storage Space | 10 GB | 50 GB | 500 GB | 2000 GB |
| Total amount of space assigned to the account for attachments | ||||
Accounting
Social Enterprise
$30.00
NZD/month |
Accounting
Small
$150.00
NZD/month |
Accounting
Medium
$500.00
NZD/month |
Accounting
Large
$1,200.00
NZD/month |
|
