Counted. Thank you.
One firm-wide record of every client's AI changes, with a monthly sign-off, is not built yet. This page is how we measure whether firms want it: your visit is the count. Nothing about you, your clients or your books was sent or stored; there is no form, cookie or email.
If it gets built, it would gather each staff member's booksguard log (record ids, types and amounts, never the books themselves) into one record per client, with a reviewer sign-off each month and the month's AI changes as a schedule for the workpapers. There is no price and nothing is charged. What exists today is the free booksguard hook and its log on your own machine.