Define access around the work.
Identify the records and systems needed for the agreed scope. Assign owners for access approval and ongoing review. Keep the distinction between reading, preparing and acting clear. Any connection to customer systems requires its own access and handling agreement.
Keep material decisions reviewable.
Record the source evidence, proposed action and authorized reviewer. Commercial exceptions, submissions, write-offs and accounting changes need defined authority. When records conflict, the correct next step may be an evidence request rather than an external action.
Confirm the result externally.
A prepared packet, an attempted submission and a confirmed submission are different events. Preserve the external reference and response. Track partial approval and settlement separately, with accounting ownership for the reconciled result.
Review data handling before access.
Discuss storage, retention, authorized users, subprocessors and exit requirements during scoping. This page describes the review framework; it does not assert a security certification, completed audit or specific production control. Request the information relevant to your requirements before sharing financial records.
Use the website for enquiries.
The public contact form collects business enquiry details and uses Vercel and Resend to process the request. It is not a financial document portal. The cost calculator runs in the browser. See the privacy notice for the website’s current information-handling description.
Contact sales to discuss your channels, records and operating requirements. Review coverage and scope.