WORKING TOGETHER
Clear responsibilities make better collaboration.
A shared workspace works best when everyone knows which company they are helping, what they can access and what they own next.
Start with the company
Company records should stay connected to the company. An accountant or auditor supports its work through an authorised relationship; that relationship does not transfer company ownership.
Give each action an owner
A director may need to send records outside the app while a professional prepares the filing. Record the next step and its owner without confidential details.
Keep the conversation beside the work
Non-confidential notes, steps and status history explain an obligation’s position. Files and government credentials stay out of the app.
Review access as relationships change
Invite the people who need to collaborate and review their role when responsibilities change. The intended docdoc.cy workflow checks company access separately from membership of a professional firm.
