Every client's compliance status on one pageone line eachone glance
Client Compliance Dashboard gives accountancy practices a single per-client view of statutory deadlines and data health: live Companies House accounts and confirmation statement dates, computed Corporation Tax deadlines with filed and paid tracking, and your practice's own weekly numbers - unreconciled bookkeeping, unpublished Dext items and overdue jobs - in one traffic-light table.
Why Client Compliance Dashboard?
Live Companies House data
Accounts due and confirmation statement dates pulled straight from the register for every client - no manual lookups, no per-company auth codes, any company addable by name.
Corporation Tax deadlines that stay honest
Payment and CT600 dates computed from each client's accounting period, with mark-as-filed and mark-as-paid tracking. An unfiled return stays visibly overdue until it is dealt with - it never quietly goes green.
Traffic-light comfort at a glance
One row per client, red-amber-green across every deadline and data-health number, with the source and freshness of every figure a hover away.
Your weekly numbers, imported in minutes
Upload your existing client status report and the operational columns - unreconciled items, unpublished Dext, overdue jobs - update in one pass. New names are matched to Companies House automatically.
Frequently Asked Questions
Everything you need to know about Client Compliance Dashboard.