For Chartered Accountants

Review client policies. Answer regulatory questions. Track the work.

Stop re reading the same circular for every client.
ReQL helps your team see what changed, which clients are affected,
what needs attention, and where the answer came from.

Client Compliance WorkTrack obligations, filings, and open work across your client base
This Quarter
11Active clients
4Clients requiring attention
6Pending filings
3Reviews awaiting approval
CLIENTCURRENT WORKSTATUSLAST UPDATED
Equentia Financial ServicesNBFC · Financial ServicesFair Practices Code · 4 open findingsAttention12 Sep 2024
Patara CollectsFintech · LendingTDS section mapping · awaiting client inputPending10 Sep 2024
Navvikasi TradersTrading · Consumer GoodsGST annual return · filedClosed8 Sep 2024
Equentia RenewableRenewable EnergyCARO matrix · awaiting approvalIn approval6 Sep 2024
Client Onboarding

Begin each review with the regulations relevant to that client.

Add a client using their website and business details. ReQL identifies the relevant context and proposes the regulations that should shape the review.

01

Enter Client Website

Read the client's website and entity
details once.

02

Confirm Business Context

Confirm sector, entity type, business model and licences.

03

Review Relevant Regulations

Review and accept the regulatory set proposed for that client.

Client Reviews

Deliver findings and answers
your client can verify.

Run clause-level policy audits, ask client-specific regulatory questions
and inspect the source behind every answer before sharing it.

Policy Audit finding with its regulatory source and review actions

Policy Audit

Find gaps at the clause level.

Ask ReQL answer grounded in applicable regulatory sources

Ask ReQL

Get answers grounded in the applicable regulation.

Ongoing Compliance Work

Track obligations, filings and
open work across your client base.

Turn accepted findings into client specific obligations, assign owners and track supporting records and approvals. Use the portfolio view to see which clients have open findings, pending filings or overdue work.

Get Started Now
Client Compliance Work showing active clients, filings, reviews, and current work

Data Security

Keep client documents protected.

ReQL gives you clear controls over who can access documents, where they are stored and how they are deleted.

Document access controls for firm owners, compliance managers and client contacts

Access

Only people you give access to can open a document or its review history.

Encrypted document storage workflow

Storage

Documents are stored in your workspace environment with encrypted transfer.

Document deletion process covering active storage and backups

Deletion

Deletion follows a documented process, including removal from backups.

Get Started Now
Start with one document

See which clauses may need another look.

Review inspect Decide
Take the product tour

Create an account to continue with your own document.

Policy document with a sourced clause finding and suggested next steps