For CPA Firms

Review points, partner sign-off, and locking the report

How to run the manager → senior → partner review chain, and what locking actually does to your data.

6 min readUpdated 16 April 2026

Raising a review point#

  1. 1Hover any cell, sampling row, or AUP procedure → click the chat icon → New review point.
  2. 2Pick severity (Minor / Major / Blocker) and assign the preparer.
  3. 3Preparer responds; reviewer marks Resolved or Re-open.

Sign-off chain#

  • Manager — confirms section completeness and validates totals.
  • Senior reviewer (optional) — second look on judgment areas.
  • Partner — final sign-off; electronic stamp + signature embedded into the PDF.

What locking does

Locking flips the report to read-only and creates an immutable hash of every figure. To re-open you need a partner-level override and the platform records the reason in the audit log.