Statements of Advice, secured from upload to delivery.
Upload client files, track every SOA through compliance, and deliver the signed pack — all in one secure portal.
EncryptedCloudflare AccessAudit-logged
Step 1
Upload client files
Securely add fact-finds, risk profiles and supporting documents in a single guided step.
Step 2
Track through compliance
Follow each SOA from lodged to reviewed to signed on a full lifecycle timeline.
Step 3
Deliver the signed pack
Send the final SOA and delivery forms for e-signature — every step audit-logged.
Cloudflare AccessR2 encrypted storageFull audit trailAFSL-ready records