EPAdossier

The companion app for EPAdossier, for advisors whose work happens outside the office. EPAdossier is the platform where EP advisors and certifying bodies manage every dossier, from the first client request to a fifteen-year audit-proof archive. This app puts the part you need in the field in your pocket: your agenda, your visits, the team planning and your hours. The rest of the platform stays where it works best — in the web app on a full screen. YOUR DAY, ALWAYS WITH YOU • See at a glance which visits, appointments and deadlines are coming up today and this week • Switch between day, week and month views • Work for more than one organisation? All your work appears together, wherever it comes from ON YOUR WAY TO A VISIT • Address, client details and dossier information on every appointment • A map of the location, and one tap through to your navigation app PLANNING FOR THE TEAM For…