Features
ZeaCAT brings modern automation, smart workflows, and risk intelligence to client acceptance and engagement evaluation.
Multi-Role Functionality
Assign tasks seamlessly across preparers, reviewers, SMEs, and approvers, with role-specific access controls and responsibilities. This ensures a clear division of duties, improves accountability, and accelerates completion time across client acceptance workflows.
Risk Visibility Engine
Track and surface engagement risks, pending approvals, and high-risk triggers in real time. ZeaCAT provides a centralized view of key risk indicators, helping leadership teams take early action and maintain consistent oversight across multiple engagements.
Smart Section Logic
Configure conditional logic that automatically adapts questionnaire content based on user responses. Show or hide specific questions dynamically to reduce clutter, eliminate confusion, and tailor the experience to each engagement type.
Reviewer Dashboards
Give stakeholders a streamlined view of risk levels, open tasks, and completed sections. Dashboards enable better prioritization, reduce back-and-forth, and make it easier to track progress across internal and external reviewers.
Secure SSO Access
Protect sensitive data with enterprise-grade Single Sign-On integration. Combine OTP login with identity provider protocols to ensure only authorized users can access or modify sensitive client information.
Automated Risk Scoring
Automatically assign High, Medium, or Low risk ratings to client engagements based on structured response logic. This helps your team prioritize reviews, flag risky submissions early, and drive more consistent, compliant evaluations.
