True Files · ROC & FPO
Annual compliance review
Organise the records needed to review your organisation’s applicable annual filing and governance work.
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CAFIC PARTNER SERVICES
The right support. A clearer next step.
Practical support for your organisation with True Files and Credbit Practice. Explore the scope, request a review and track your work in one private member workspace.
7 service groupsWritten quotationsPrivate case documents
SERVICE CATALOGUE
Support for your next step
True Files · ROC & FPO
Board & member records
Get support organising meeting records, registers and internal documentation for your FPO.
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True Files · ROC & FPO
Incorporation document readiness
Prepare and review a document checklist for a proposed organisation; the scope depends on the entity and work requested.
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True Files · GST & Tax
GST registration readiness
Coordinate the records and questions needed for a GST registration review.
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True Files · GST & Tax
GST return preparation support
Organise period-wise sales, purchases and reconciliations for a reviewed return-preparation engagement.
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True Files · GST & Tax
Tax notice document coordination
Share a relevant notice and organise the documents needed for a professional review of the requested response.
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True Files · Accounts & Records
Bookkeeping support
Request support organising transaction records and an agreed bookkeeping process.
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True Files · Accounts & Records
Account reconciliation
Review differences between ledgers, bank records and transaction summaries within an agreed scope.
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True Files · Accounts & Records
Financial statement readiness
Prepare the records and schedules needed for financial-statement review; any statutory audit is a separate professional engagement.
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True Files · FSSAI & APEDA
Food business application readiness
Organise activity, premises and product information for an FSSAI application-readiness review.
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True Files · FSSAI & APEDA
APEDA registration readiness
Prepare an export-business profile and relevant records for an APEDA/RCMC applicability and document review.
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True Files · FSSAI & APEDA
Export document readiness
Coordinate a product- and destination-specific document review for a proposed export transaction.
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True Files · Legal Documents
Agreement document support
Request preparation or review support for a specified agreement, with professional scope agreed before work.
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True Files · Legal Documents
Resolution document support
Organise information for a board or member resolution and related supporting documents.
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True Files · Legal Documents
Policy & document review
Request review of a specified internal policy or business document against the scope you agree.
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True Files · DPR & CSR
DPR / project report preparation
Develop an agreed project-report scope using the organisation’s proposed activity, evidence and financial assumptions.
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True Files · DPR & CSR
CSR proposal support
Organise a project concept, delivery plan and evidence for a CSR proposal review.
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True Files · DPR & CSR
Business & finance plan
Prepare a planning brief covering demand, costs, cash flow and the specific decision your organisation needs to make.
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Credbit Practice · Practice & workflow
Company workspace onboarding
Review the company team and document flow, and plan the agreed Credbit Practice workspace setup.
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Credbit Practice · Practice & workflow
Document workflow setup
Plan folder structure, authorised access, and document collection workflows for the company.
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Credbit Practice · Practice & workflow
Billing and work tracking setup
Review invoice and task-tracking requirements and agree a practical configuration and onboarding scope.
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Credbit Practice · Practice & workflow
Management reporting setup
Discuss the company reports needed, their source records, responsible users and review workflow.
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01
Request & review
Describe the work from your approved member account.
02
Agree the quotation
Read the fee, scope, notes and validity before accepting.
03
Share & track
Upload relevant documents and follow the case timeline.
04
Receive the work
Download the completion file from your private case.