Review Queue
Upcoming Deadlines
Clients
Compliance Calendar
Packages
Google Sync
Drafts awaiting review
Loading…
Upcoming deadlines (next 30 days)
Loading…
Add a client
Clients
Loading…
Add a compliance type
Compliance types & due dates
Loading…
Entity types & their standard packages
These are a starting-point default, not a verified statutory checklist — review and adjust each one against your actual practice before relying on it. Applying a package to a client only pre-checks boxes on their compliance list; it never overwrites anything without you clicking Save on that client.
Loading…
Google Tasks & Calendar
When connected, assigning a compliance to a client creates a Google Task and an all-day Calendar event for every one of its upcoming due dates — unassigning it removes them again. Nothing is created retroactively for assignments made before connecting.