Client and engagement management
Keep every client, contact and engagement in one place, with roles and access per team member.
- Client register with contacts
- Engagements and owner
- Brønnøysund lookup
Everything the firm needs to deliver and to evidence it
Each capability is built around what Norwegian accountants actually have to meet, not generic office software.
Documents and e-signing
Create, share and sign documents with BankID via Signicat. Everything is archived with version and status.
- Signing with BankID/eID
- Templates and quick-fill
- Versioned archive
Anti-money-laundering (AML/KYC)
Run customer due diligence and risk assessment in a structured way, and document beneficial owners.
- Customer due diligence
- Risk assessment
- Beneficial owners
Audit trail and retention
Every change is logged with who, what and when. Records are kept for the statutory period and deleted when it expires.
- Complete audit trail
- Retention under the Bookkeeping Act
- Deletion on expiry
Incidents and vendors
Keep a register of ICT incidents and outsourcing, ready for reporting aligned with DORA and the ICT regulation.
- Incident register
- Vendor register
- Reporting-ready
Overview and reports
Track tasks, deadlines and status across clients, and pull what management needs for internal control.
- Tasks and deadlines
- Status overview
- Reports for management
From request to delivery — in one trail
Here is what a typical workflow looks like in Norta.
- 01
1. Onboard the client
Create the client, pull company data from Brønnøysund and run customer due diligence.
- 02
2. Do the work
Use templates, fill out documents and send for signing with BankID.
- 03
3. Document and retain
Everything is archived with an audit trail and kept for the statutory period — automatically.
Compliance is not an add-on. It is the whole point.
Norta is built for supervised entities. The requirements are built into how the platform stores, logs and protects data.
Finanstilsynet
Inspection-ready records
Work and checks are documented as you go, so you can evidence compliance at inspection.
Bookkeeping Act
Retention and traceability
Accounting and engagement records are kept for the statutory period with a full audit trail.
AML Act
Customer checks and monitoring
KYC, risk assessment and AML record-keeping are part of the workflow.
GDPR
Privacy and data location
Personal data is stored in the EU/EEA and deleted when retention expires.
ICT regulation
Secure operation and change
Access control, backup and change management are built into the platform.
DORA
Incident handling
Register and routines for ICT incidents that support the reporting requirements.
Norta does not replace the firm’s own judgment, but gives the tools and the trail that document it.
Ready to see Norta at work?
Book a no-obligation demo and we’ll show how the platform fits your firm’s workflow and compliance needs.