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GullySystem

Views by Role for CA Firm Teams

A CA firm has partners, managers, articles, office staff and clients, and each needs a different view of the same work. This page sets out what each role sees and does.

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One record, several views

The system holds one list of clients, filings and fees, and each role opens it for a different purpose. A partner looks for what is stuck across the firm, while an article assistant looks for the jobs assigned to them this week. Clients see only the papers and bills that concern them.

Inside the firm

For partners

See what is due this week across every client, what is stuck and with whom, and where fees stand. Partners also sign off jobs before filing.

For managers

Allocate jobs, review what articles prepare, raise queries and follow up on those slipping. A returned job goes back to the article with the query recorded on it, and the answer stays there too.

For article assistants

See the jobs assigned to you, request papers, prepare the return and move it to review. Record the acknowledgement after filing.

For office and accounts staff

Maintain client masters, raise fee bills, record receipts and work the recovery list. The commercial side of each client record sits with them, from services and fee terms to the balance standing.

Outside the firm

Clients upload requested papers and see what is pending from their side, and their view is limited to their own requests, filings and bills. They do not see any other client. Whether a client is invited at all is the firm’s decision.

How the job moves between roles

A filing passes through several hands before it is closed.

  • Onboarding records the client, services and fee in one master
  • Jobs for the year are raised, each with a preparer and a reviewer
  • The job moves from pending to in progress to review
  • The manager returns it with a query or passes it to the partner
  • After filing, the acknowledgement and filed copy are stored on the job

What the firm decides

Which rights each role holds, and which staff may open which client, is agreed with the firm during implementation, and fee figures can be limited to chosen roles. The system records who prepared and reviewed each job. Responsibilities are the firm’s to assign.

FAQ

Frequently asked questions

Can an article assistant see every client in the firm?

Not unless the firm decides so. Article assistants see the jobs assigned to them, and access can be set client by client where needed, for example for related-party work.

Do partners have a view that managers lack?

Yes. Partners see due dates across every client, stuck work and fee positions, and they sign off jobs before filing.

Can office staff see client papers?

That is set with the firm. Office staff maintain masters, bills and receipts, and what else they open is agreed during implementation.

What does a client see?

Only their own requested papers, pending items, filings and bills. No other client is ever shown to them.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

  1. A senior engineer reads your answers. Nobody phones first.
  2. Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
  3. If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
  4. No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.

Share your requirements