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    The qm.x 30-day trial

     

    Welcome to your qm.x 30-day trial

     

    qm.x gives you efficient automation that is based on guidance from our CPAs. You can customize it, test it and explore it, and you are about to get your chance.

     

    Next steps

    1
    Conflict check
    Because your organization and ours are both in the accounting industry, we use basic information about your organization to determine whether there is any conflict of interest with your organization and our work.
    2
    Contract
    We provide basic pilot terms in an agreement that both organizations sign digitally. It will include your organization’s legal name, country of incorporation, and the signatory’s name and title.
    3
    License key
    Upon execution of our agreement, we generate and provide you with a license key to access the software once installed. The license key is time-stamped and expires at the end of the trial unless we receive payment or agree to other terms.
    4
    Installation
    Once we generate your license key, you will receive a welcome email with a link to the onboarding package. Our step-by-step guide leads you through the installation, implementation, configuration and software onboarding.
    1
    Conflict check
    Because your organization and ours are both in the accounting industry, we use basic information about your organization to determine whether there is any conflict of interest with your organization and our work.
    2
    Contract
    We provide basic pilot terms in an agreement that both organizations sign digitally. It will include your organization’s legal name, country of incorporation, and the signatory’s name and title.
    3
    License key
    Upon execution of our agreement, we generate and provide you with a license key to access the software once installed. The license key is time-stamped and expires at the end of the trial unless we receive payment or agree to other terms.
    4
    Installation
    Once we generate your license key, you will receive a welcome email with a link to the onboarding package. Our step-by-step guide leads you through the installation, implementation, configuration and software onboarding.
       
    Meet our support lead

    qm.x is designed to be an intuitive solution you can use and customize on your own, but we believe that any solution should have support. So, let us know if you have any issues or questions.

     

    The qm.x video demo

     

    This qm.x video demo is a 30-minute look into features and capabilities that you can explore during your 30-day trial.

     

     

    Download video transcript


     

    Video topics

     

    • 00:00 Introduction
    • 02:25 The Overview tab hierarchy view
      • 03:30 Components
      • 04:20 Objectives
      • 04:30 Requirements
      • 05:50 Findings
      • 05:20 Risk response trees
      • 06:50 Item details
    • 07:35 The Admin tab
      • 07:35 Audit log
      • 08:10 Defaults
      • 09:50 Export data
      • 10:40 Import data
    • 15:05 The Items tab
      • 15:05 Find and view items
      • 15:50 Create new items
      • 16:45 Find and view tests and findings
      • 17:55 Create findings
      • 19:40 Elevate a finding to a deficiency
      •  
    • 20:00 The Reports tab
      • 20:00 View reports
      • 20:30 Risk and response matrix
      • 21:25 Risk heat map
      • 21:50 Test status view
      • 22:25 Objectives report
      • 23:10 Requirements report
      • 23:35 Findings and deficiencies
    • 24:30 The Evaluations tab
      • 24:30 Create evaluations
      • 25:40 View and complete evaluations
      • 27:25 View completed evaluations
      • 28:05 Demo slides
      • 28:05 The Overview tab status view
      • 29:15 My items view
      • 30:55 Commenting feature