For accountants and bookkeepers
Work inside your clients' books with a role, review what Paragon prepared, and sign off.
Review: Northshore Landscaping Ltd.
Prepared for Priya Shah, CPA · Shah & Partners CPA
- Reconcile bank accounts, done
- Review coded transactions (142), done
- Review Paragon's proposed adjustments (4), done
- Sign off the period, open
What Paragon prepares
Books kept current between your visits: transactions coded with the reasons shown, bank accounts reconciled, and the items that need judgment flagged for you. For each period, a review checklist, the trial balance and the year-end package, ready when you open it.
What stays with you
Judgment, advice and sign-off. You approve or reject each item, redirect Paragon in plain words, and keep your own version of the books when you'd treat something differently. ParagonBooks never audits or reviews the books it keeps, and never issues assurance. That stays with you.
Your clients and your firm
Every client who makes you their Accountant appears in one console, ranked by what needs you: open review items, the next deadline, input tax credits at risk. Clients add you from their own settings, so you never need an account per client.
A firm has partner and staff seats. Staff see the clients they're assigned to, a junior prepares and a partner signs, and the firm's policies say who may sign what.
When you sign off, ParagonBooks seals exactly what you approved with your signature and anchors it, so you and your client can show what was signed, by whom and when.