COMPLIANCE
Know what is due,
for whom, and by when.
Obligations and important dates for every client, in one calendar and one list — with an owner on each and a clear state, so overdue work is visible before it becomes a problem.
March
Practice obligations
- Due date
- Overdue work
- Scheduled practice date
Obligations by client
1 overdue| Obligation | Client | Due | Owner | Status |
|---|---|---|---|---|
| GST return — Feb period | Harbourline Freight Ltd | 28 Mar | AMAna Mercer | On track |
| Provisional tax instalment | Northvale Dental | 7 Apr | TKTom Keeley | On track |
| Annual accounts | Kōwhai Property Trust | 30 Apr | AMAna Mercer | Not started |
| PAYE filing | Marlow & Sons | 20 Mar | SRSione Ruka | Overdue |
WHY IT MATTERS
Deadlines fail quietly, then all at once
Compliance risk in a practice rarely comes from not knowing the rules. It comes from an obligation nobody owned, or a date that lived only in one person's calendar.
Every obligation has an owner
Ownership is recorded on the obligation itself, not implied by who usually does that client.
Practice-wide and client-level views
See the whole month across the practice, or drill into a single client's obligations.
Overdue is impossible to miss
Status makes at-risk and overdue items stand out, rather than blending into a list.
Compliance connects to the work
An obligation links to the workflow that satisfies it, so progress and due date stay aligned.
CAPABILITIES
What compliance tracking covers
Obligation tracking
Recurring and one-off obligations recorded against the client and the period.
Compliance calendar
A month view of what is due across the practice, with load visible per day.
Ownership
A named owner on every obligation, reassignable as capacity changes.
Overdue visibility
At-risk and overdue items surfaced clearly rather than buried in a list.
Status tracking
Not started, in progress, awaiting client, in review, filed — one shared vocabulary.
Practice confidence
A single place to answer 'is anything at risk this month?' honestly.
CONNECTED CAPABILITIES
Where compliance connects
A note on responsibility
- LEDGEIN supports your compliance process; professional judgement stays with your practice
- Obligation ownership and status are recorded and auditable
- Role-based access to client obligations
- Activity history on compliance work
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