WorkspaceYour assessments

Your assessments

A clear view of your period close. Start a new assessment or pick up where you left off.

Total assessments—
In progress—
Waiting for review—

Start a new assessment

Choose an entity and reporting period. We’ll guide you through the rest.

You can save and return at any step.

Recent assessments

Your entities, reporting dates and progress in one place.

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Backups & browser storageWork is saved in this browser. Download a backup to keep a copy.

Where this work is kept

Everything here is held in this browser and never sent to a server. That is worth knowing for two reasons, and only one of them is good.

A copy you hold

One file with every assessment, the portfolios behind them, your saved chart-of-accounts mappings and your close reconciliations. It is plain JSON, so the figures are still readable in a text editor if this product is not around to open it. Download one before you close a period and keep it with the working papers.