Transition timeline — before 6 April

What your firm needs to action before the transition begins and what the day-to-day workflow looks like once live.

From 23 March — now

  • Email your PSM with any FY25 or FY26 jobs you want to start through Zato now
  • Attend your first training session run by your PSM

Before 6 April — four things needed

  1. Nominate all jobs — client names, types, and budgets
  2. Confirm reviewers, staff, and nominated directors per job
  3. Complete a setup call to confirm system access and firm preferences
  4. Sign off on the updated contract, agreed GL Scrutiny rules, and system access approvals

From 6 April onwards

  1. Log into Zato when notified a job is ready for review
  2. Review workpapers, raise review points, approve client queries, sign off — all within Zato
  3. Participate in your transition planning session to move all remaining jobs onto Zato
  4. Give feedback — your input shapes Zato's features and development