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How it works

Sign up to audit-ready — in seven steps.

Pick how you learn. Watch a short walkthrough of the actual app, or read the step-by-step from sign-up through your first audit-ready export.

01

Sign up. Create the org.

Enter ABN, business structure, your TPB registration type (BAS Agent, Tax Agent, Tax (Financial) Adviser), professional memberships (ICB, IPA, CPA, CA ANZ) and PI insurance details. The org is the root entity for everything that follows.

First month is free, no credit card.

Org setup screen
02

Bring your QMS Manual to life.

Onestop QMS auto-generates a manual from the org details, your services, your registers and your procedures. Replace placeholder sections with your own policies. Every save is versioned and audit-stamped.

QMS manual editor
03

Upload your existing documents.

Code of conduct, cyber policy, WHS, terms of engagement, privacy. Each document gets a version, an owner, an approval workflow and a review cadence. Old versions don't disappear — they're archived.

Document library
04

Set up the five registers.

Risk, incident, complaint, breach, conflict. Configure your risk categories, severity scales and SLA expectations. Seed with any open items already on your radar so day one isn't an empty register.

Register setup
05

Invite the team. Assign roles.

Admin, Compliance Officer, Staff, Auditor. Each role sees the right slice of the system. Configure mandatory sign-offs (code of conduct, cyber, WHS, conflict declarations) and the cadence at which staff need to re-affirm them.

More on For Teams →
Members & roles
06

Operate — let the system run the rhythm.

Day-to-day: staff log incidents on mobile, complete training, sign off mandatory items. Compliance officers review pending entries, approve documents, investigate breaches. Risks score themselves; complaints calculate SLAs; expiry alerts surface before lapses.

Compliance dashboard
07

Export the QMS, audit-ready.

Generate the QMS manual on demand. Export every register as PDF or CSV. Pull the audit log for any date range. The TPB asking "show me your QMS in operation" goes from a six-week project to a one-click PDF.

Audit export
Want every detail?

Read the full walkthrough.

Deep dive on the QMS lifecycle — org setup, manual structure, every register, role-based access, approval workflows, audit trail, exports.

Read the walkthrough →
In production

Ten short walkthroughs — coming soon.

We're recording short, focused clips of the actual app. Each card below is a planned video with its script outline. While we finish them off, the tab has the full walkthrough.

01 Web portal Script ready

First sign-up & org setup

Sign up, enter your ABN, business structure, TPB registration and professional memberships. The org is born.

Script outline (~90 sec)
  1. Open app.onestopqms.com.au, sign up with email + password (8s)
  2. Verify email via 6-digit code (5s)
  3. Enter org details: trading name, ABN, business structure, primary contact (15s)
  4. Add TPB registration: type (BAS / Tax / Tax-Financial Adviser), registration date, registration number (15s)
  5. Add professional memberships: ICB / IPA / CPA / CA ANZ where applicable (15s)
  6. Add PI insurance: insurer, policy number, cover, renewal date (15s)
  7. Land on the empty compliance dashboard with org info pre-filled (10s)
  8. End card: "Up next: Generating your QMS manual" (7s)

Best practice callout: recommend a shared business email (e.g. admin@yourfirm.com) rather than a personal one for ownership transfer ease later.

02 Web portal Script ready

Generating your QMS manual

Auto-generated from your org details. Adapt the policy sections. Versioned PDF on every export.

Script outline (~90 sec)
  1. Open Manual section, hit Generate (5s)
  2. Walk through the structure: org overview, services, registers, procedures, supporting docs (15s)
  3. Click into a policy section with placeholder text, edit it (15s)
  4. Add a new section — show TOC update live (10s)
  5. Hit Export PDF, show the cover page with version, timestamp, audit ID (15s)
  6. Open the version history sidebar, show v1, v2, v3 with timestamps (15s)
  7. Voiceover: "The TPB asks 'show me your QMS' — this is the answer." (8s)
  8. End card: "Up next: Uploading existing documents" (7s)

Show the contrast: this is auto-generated from live data. Other QMS products give you a Word template you save once and forget.

03 Web portal Script ready

Uploading existing documents

Bring your code of conduct, cyber policy, WHS, terms of engagement. Each gets version control + review cadence.

Script outline (~60 sec)
  1. Open Documents tab, click Upload (5s)
  2. Drag in a PDF (e.g. Code of Conduct), it appears as v1 (10s)
  3. Set owner, review cadence (annual), approval workflow (10s)
  4. Show what supersession looks like — upload v2, v1 archives (15s)
  5. Show the dashboard surfacing "Cyber policy review due in 14 days" (10s)
  6. End card: "Up next: Inviting your team" (10s)
04 Web portal Script ready

Inviting members & assigning roles

Admin / Compliance Officer / Staff / Auditor. Each role sees what it needs.

Script outline (~75 sec)
  1. Open Members tab, click Invite (5s)
  2. Add 3 emails, assign roles: 1 Compliance Officer, 1 Staff, 1 Auditor (15s)
  3. Show the invite email preview with the role explained (10s)
  4. Cut to invitee accepting from email (10s)
  5. Back to org dashboard — new members appear with their role badges (10s)
  6. Configure mandatory sign-offs: code of conduct, cyber, WHS, conflict declarations — annual cadence (15s)
  7. End card: "Up next: The compliance dashboard" (10s)

Show: auto-email goes out to the invited member asking them to complete their first sign-offs.

05 Web portal Script ready

The compliance dashboard

Single rolled-up score plus per-area breakdown. Drill from any tile to the underlying record.

Script outline (~60 sec)
  1. Land on dashboard with seeded data showing 87% compliance (5s)
  2. Hover the score — tooltip explains the breakdown (8s)
  3. Open the Documents tile: 2 reviews overdue (10s)
  4. Drill into one, fix the review date (10s)
  5. Open the Sign-offs tile: 3 staff outstanding (10s)
  6. Click "Send reminder" — auto email goes out (5s)
  7. Voiceover: "Surface what the audit will surface, before the auditor does." (5s)
  8. End card: "That's setup. Up next: Operating the QMS day-to-day" (7s)
06 Web portal Script ready

The risk register in action

5×5 matrix auto-scores. Track controls, treatment, residual risk, review cadence.

Script outline (~90 sec)
  1. Open the Risk register, click Add risk (5s)
  2. Enter title: "Client data exfiltration via phishing" (5s)
  3. Pick likelihood (3) and impact (4) — matrix auto-scores High (15s)
  4. Add existing controls: MFA, security awareness training, email gateway (15s)
  5. Set treatment plan and review cadence (10s)
  6. Save — risk appears on the heat-map (5s)
  7. Open existing risk that's overdue for review — show the dashboard alert (15s)
  8. Voiceover: "Risk scoring without the spreadsheet rage." (8s)
  9. End card: "Up next: Logging an incident" (12s)
07 Mobile Script ready

Logging an incident on mobile

A near miss happens Tuesday morning. Logged Tuesday morning, not at the year-end review.

Script outline (~55 sec)
  1. Open mobile app, tap Incident → Add (5s)
  2. Pick type: Near miss. Add a short description (10s)
  3. Snap a photo of the involved area, attach (10s)
  4. Tag people involved from the staff list (5s)
  5. Save — record appears in the incident log instantly (5s)
  6. Cut to web portal: same record visible to compliance officer (10s)
  7. End card: "Up next: Complaints with SLAs" (10s)
08 Web portal Script ready

Complaints with business-day SLAs

Auto SLAs: 1/3/5/10 business days. Weekends and public holidays skipped automatically.

Script outline (~70 sec)
  1. Open Complaints register, click Add (5s)
  2. Enter complaint, set urgency to High (3 business days) (10s)
  3. Show the SLA deadline calculation skipping the weekend (15s)
  4. Assign owner, save (5s)
  5. Cut forward 2 days — show dashboard alerts: "1 complaint breaching SLA in 24h" (10s)
  6. Open the complaint, log resolution actions (10s)
  7. Mark as resolved within SLA, show audit trail of every step (10s)
  8. End card: "Up next: Mandatory sign-offs" (5s)
09 Mobile Script ready

Mandatory sign-offs

Code of conduct, cyber policy, WHS, conflict declarations. Tap to read, tap to sign.

Script outline (~60 sec)
  1. Open mobile app as a Staff user with 3 outstanding sign-offs (5s)
  2. Tap into the Code of Conduct sign-off (5s)
  3. Read the policy text (scroll), then tap "I have read and understood" (15s)
  4. Show the sign-off saved with timestamp (5s)
  5. Cut to web portal as Admin: dashboard now shows that staff member 1 of 3 done (10s)
  6. Voiceover: "When the audit asks 'do all your staff understand the code?', you actually have an answer." (10s)
  7. End card: "Up next: Audit-ready export" (10s)
10 Web portal Script ready

Audit-ready export

QMS Manual + every register + audit log. One-click PDF or CSV bundle for the regulator.

Script outline (~75 sec)
  1. Open Exports section (5s)
  2. Pick "Full audit bundle" template (5s)
  3. Show what's included: manual PDF, each register PDF, audit log CSV, document archive zip (15s)
  4. Hit Export — loading state with progress (8s)
  5. Download bundle, open in Finder/Explorer (5s)
  6. Open the manual PDF, show the cover page with version stamp (10s)
  7. Open the audit log CSV, show every change with who/when/what (12s)
  8. Voiceover: "From 'show me your QMS' to a full bundle in two minutes." (8s)
  9. End card: "That's the full flow. Try it free for a month." (7s)

Show: the bundle dated for a specific quarter so it's clear the audit can be scoped to any period.

Production notes

A few standards across all 10 videos.

  • Hosting: upload to YouTube channel @onestopqms, embed via youtube-nocookie.com with ?rel=0.
  • Length: target 55-90 seconds each. Total walkthrough < 12 minutes.
  • Resolution: 1080p, 30fps. Web portal = 1920×1080 desktop capture. Mobile = portrait aspect, screen-record on iPhone with system audio.
  • Audio: single voiceover (founder), recorded after the screen capture. Lapel mic preferred. Minimal background music (or none).
  • Captions: upload an SRT — auto-captions are not enough for accessibility.
  • Visual style: brand violet/indigo/cyan accent on annotations. Same Inter Tight font for any title cards. End-card animation 5-7 seconds.
  • Test data: seed an org with realistic-looking dummy practice data — never real client info. Watermark "Demo data" if anything ambiguous appears.
  • Order of recording: 01-05 first (covers setup), 06-10 next (operations). Each video should reference the next one in its end card to keep viewers in the playlist.

Try it for free.

One month, no credit card.

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