Add notes & comments to your Data Compliance Checklists

Collaborate easily & document your review rationale for your compliance audit trail

What’s new? 

You asked and we delivered. 

  • You can now add comments to your interactive Aider Data Compliance Checklists. 
  • The comments will also be shown in your downloadable checklist for your records.

What benefits does it have for advisors?

  • Collaborate easily on data compliance tasks.
    Let reviewers and colleagues know why some alerts are marked as reviewed and fine to ignore. 
  • Stay on top of your client’s situation with notes and reminders.
    Add context details and investigation notes so you will always know what’s going on.
    Or add progress notes and reminders to help you stay on top of outstanding compliance tasks.
  • Complete your compliance audit trail with a log of checklist comments added.
    Keep a record of the comments by downloading your checklists and saving them to your workpapers repository.

How does it work?

  1. You can add and see comments specific to each checklist item.
    This is available for both the GST Period Checklist and Annual Checklist.
    Click on the comment icon of a checklist item to add a comment or see existing comments for that item.
  2. Get a copy of the checklist including the comments for your audit trail workpapers repository.
    Click on the download icon in the checklist period selector bar to download the period’s checklist as a Word document.
    Remember to print or save the Word document as a non-editable PDF, which is better for audit trails.

We’re not done improving…

Our team is working hard to help you simplify your data due diligence process.
Watch out for more Data Compliance enhancements to come!

Bookmark Aider’s Product Updates page

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