Advisers and accountants
Every client company you have access to, on one dashboard, with the next statutory deadline read as a verdict rather than a date.
Who this is for: Accountants, brokers, insolvency practitioners and corporate finance advisers.
What you get out of it
One dashboard rather than twenty tabs
An adviser holding twenty client companies holds twenty versions of the same problem. Each one files at a different time, each one has its own overdue risk, and the only place the whole portfolio exists together is a spreadsheet somebody maintains by hand.
snapdue puts them on one dashboard. Every company you have access to sits in one sortable table with its next statutory deadline, and the deadline reads as a coloured verdict, overdue, due soon or filed, with the supporting sentence beneath it rather than a raw date you have to interpret.
Access your client controls
Access is granted by the company rather than taken by the adviser. A client invites you by email address, picks the role, and the invitation cannot expire because the account adopts it the first time that address signs in.
Escalation is refused in the action rather than merely hidden in the form. An invitation cannot name an owner, a role change needs the acting role to outrank the current one, and nobody may change or remove their own access.
What an adviser can and cannot see
Sensitive fields are declared as data rather than judged case by case. A role without permission to edit the pack has every blocked field stripped from what it reads, and the anti money laundering section is withheld wholesale rather than field by field.
Every read and write of a sensitive field writes an audit entry naming who did it and when. The entry survives the account being deleted, because an audit trail that disappears with the actor is not an audit trail.