Your practice.
One clear workspace.
See what your firm’s software could look like. Open a client, clear an exception and review the evidence.
A working preview for a mixed audit and tax practice, built around Hierarchia.
6 product screens · Fictional sample dataPracticeOverview
Sample data
Practice overview
A clear view of the work, the people and the next decision.
2Need attention
1Complete
Engagements in focus
| Client | Engagement | Owner | Status | Inspect |
|---|---|---|---|---|
| Annual accounts | Ayesha | Needs documents | ||
| Income tax preparation | Hamza | In review | ||
| Statutory audit | Bilal | In review | ||
| Withholding evidence | Sara | In progress |
Next actions
Work distribution
6engagements
- In review2
- Attention1
- Waiting1
- In progress1
- Complete1
Team workload
- Ayesha Hassan2 assigned
- Hamza Butt1 assigned
- Bilal Ahmed1 assigned
- Sara Khan1 assigned
- Usman Nazir1 assigned
A proposed practice experience, built on the Hierarchia foundation.Explore the screens. Try the actions. Shape the pilot around your firm.
Which parts exist today, and what would we build?
EXISTING SOURCE FOUNDATION
Hierarchia
- Staff, teams and assignments
- Document submissions
- Validation rules and review queues
- Messaging and activity views
PROPOSED EXTENSIONS
Practice workflows
- Client, engagement and period records
- Durable approvals and file versions
- Reconciliations and evidence tracking
- Notices, time and quality records
SEPARATELY SCOPED CONNECTIONS
External systems
- Accounting / POS imports
- FBR through the appropriate route
- Provincial authority connectors
- Authorized filing and payment handoffs