Skip to content
Pocket-CFO docs

Compliance

Track the filings and obligations your business has to meet: generate them from your industry, see what’s due on a calendar, and review your standing at a glance.

Start with your industry

The Compliance console tailors itself to your business. Set your Industry profile and select Save profile — if you chose an industry when you created your company, it’s already filled in.

Obligations

An obligation is something your business must do on a schedule — a filing, a renewal, a payment. Select Generate from rules to create the obligations that match your profile, or Create obligation to add your own. Each is marked active, inactive, under review, or not applicable, and the rules that matched your business are listed so you can see why an obligation appeared.

The compliance calendar

Select Generate calendar to lay your obligations out by date — the current month by default, or any range you choose. Mark each item Complete when it’s done, or Dismiss it if it doesn’t apply. Past activity stays in the history.

Review your standing

Run review summarises where you stand: a compliance score, how many obligations are active, how many are overdue, and how many fall due in the next 30 days.