This is what lands in a lender’s inbox, an investor’s data room, or a diligence checklist: one report, checked against the standard, with its source, integrity record and access stated on the artifact itself.
Integrity verifiedApr 8, 2026 — matches the record written at publish
AttestationSelf-reported by the publisher; CPA attestation optional
Access
Shared with 6 people
Revocable per recipient, without unpublishing the report.
What you’re looking at
Four things a Sureshake report does that a PDF can’t
Checked against the standard
Every required section resolves to a source and every total reconciles to its line items. A report that fails the schema is sent back to the preparer, not on to you.
Source stated on the artifact
The connected system or uploaded file, and when it was retrieved, are written on the report itself — not asserted in an email.
An integrity record written at publish
Anyone holding the report can confirm it is the one that was sent, unchanged, without a call to the controller.
Access the publisher controls
Sharing is a separate, revocable step per recipient. Revoking access never unpublishes the report or its history.
How this report was produced
03Generate and reviewSections mapped from the source, checked against the schema, reviewed before anything left the workspace.See the step
04Publish and shareVersion 2 published with its integrity record; shared with six recipients, each revocable.See the step
05Update each periodQ1 2025 sits beside Q1 2026 because the period was run against the same intent and source.See the step
Publish your own from the period you already closed.
Connect your accounting system or upload the statements, review every section, and publish. Nothing is shared, and nothing is charged, until you say so.