A client package, under your brand.

Illustrative delivery: Northline Advisory prepares an Accounting edition for fictional Ledger Grove Advisory. The client receives four blank working dashboards with its name set, industry guidance, separate fictional samples, its client license and its internal-use notice. Northline keeps all four kits for this engagement and adds Ledger Grove’s logo once in the builder, so every dashboard and report shows it. A smaller engagement can include only the kits it needs.

The practitioner retains the allocation register, master builder, commercial license, purchase terms and purchase reference. No other client's names or work files are included in the client ZIP.

Handover checklist excerpt

Company identity, evidence owners and review responsibilities confirmed.
Open actions have owners and dates.
The client can save, reload and export its own work.
Client-use notice and implementation contact supplied.

View the included fictional accounting dashboard · View its report format

Commercial license