Multi-Firm Setup
Branding, departments, roles, permissions, storage settings, notification rules, and future subdomain readiness.
Built for audit, accounting, tax, and consulting firms
Run every engagement with partner-level visibility.
CHP123 is a premium virtual operations platform for professional firms. It brings jobs, milestones, documents, time tracking, client requests, comments, reviews, and partner dashboards into one controlled workspace.
360°Engagement visibility
RBACRole and department controls
LiveStaff activity and review status
PB
Partner DashboardFirm Control Center
Active jobs, review bottlenecks, budget risk, and client pending items.
Active Jobs42+8 this month
Overdue7Needs review
Budget Used68%Firm average
Priority Engagements
Partner ReviewA
FY2026 Audit - Blue Harbour Ltd.Manager review complete · awaiting partner notes
At RiskT
Tax Filing - Kingston Retail GroupClient documents pending · reminder scheduled
OverdueCore Platform
Everything a professional firm needs to control work without chasing updates.
The prototype starts with audit but is structured for all departments from day one.
AuditRetainer AccountingCorporate SecretarialTaxAdministrationConsulting
Jobs & Engagements
Track client, department, service type, period, fee, budget, team assignments, priority, status, and recurrence.
Milestones & Tasks
Load templates, assign staff, set target dates, monitor risk, control client visibility, and require confirmations.
Document Center
Upload files or save external links for Word, Excel, PowerPoint, PDF, CSV, images, ZIP files, and other documents.
Time Tracking
Manual timers, work sessions, billable notes, approval status, planned work duration, and profitability reporting.
Client Portal
Secure expiring token access for timeline updates, document requests, uploads, messages, and final downloads.
Partner Dashboard
Live visibility into overdue jobs, over-budget work, pending reviews, staff presence, and client bottlenecks.
Messaging & Comments
Internal and client-visible comments, mentions, attachments, read status, and configurable notifications.
Audit Trail
Record logins, job changes, file actions, time entries, comments, client activity, reports, and permission updates.
Role-Based Experience
Each user sees the work they are responsible for.
Partners get firm visibility, managers get team control, staff get assigned work, clients get permitted progress, and admins manage configuration.
Partner Dashboard
A command center for partners to monitor work across the firm, with department restrictions where necessary.
- ✓View active jobs, overdue jobs, over-budget jobs, pending reviews, and client pending items.
- ✓Drill into engagement files, milestone status, time spent, review comments, and staff activity.
- ✓Send internal messages and view the client portal perspective before clients see final outputs.
| Engagement | Owner | Status | Progress | Risk |
|---|
MVP Scenario
From partner concern to controlled action in minutes.
Identify risk, drill into the job, inspect files and time, message the team, and view the client perspective.
Spot Risk
Partner sees overdue and over-budget audit work.
Drill Into Job
Tabs reveal milestones, tasks, files, comments, time, and audit trail.
Review Evidence
Files, versions, locks, approvals, and downloads are traceable.
Act Immediately
Send notes, request updates, and move work forward.