708C — Controlled workflow
How 708C works
From request to renewal, 708C creates one controlled path across investor, accountant, certificate, validation, and continuity.
Workflow
One request. One accountant decision. One validation-ready record.
The workflow is deliberately simple on the front end and controlled behind the scenes: submit, review, issue, store, validate, and renew.
1. Investor request
The investor completes the guided intake, selects the entity pathway, nominates the accountant, and uploads supporting records into the private vault.
2. Accountant decision
The accountant receives a secure review link, reviews the file, and records approve, decline, or request more information.
3. Certificate validation
On approval, the platform issues the serialised certificate, stores it, and makes live status validation available to relying parties.
| Stage | Controlled outcome |
|---|---|
| Application | Structured intake replaces uncontrolled document-chasing and repeated email requests. |
| Review | The accountant retains professional judgement and records the certification decision inside the audit trail. |
| Issue | The certificate is serialised, stored, and linked to a current validation record. |
| Renewal | The investor renews from an existing record rather than starting again from a stale file. |