Compliance & Filing Calendar
Every filing and renewal on one timeline, prepared and held for sign-off. The risk of a missed deadline: recurring filings, licenses, and corporate housekeeping sorted by urgency, each prepared by a person and signed off by a partner before anything is filed.
Try it: filter by type, prepare an obligation (it holds for partner sign-off), then switch to the partner role to sign it off. Overdue items can be escalated. Nothing is filed or submitted.
Synthetic sample data. Every obligation, authority, and date is invented.
The instrument. Try it.
Brightleaf Roasters (SAMPLE)
Recurring obligations · as of 2026-03-20
Overdue · 2
Carrier · Insurance · Annual · owner Preparer
State DOR · Tax · Monthly · owner Preparer
Due within 7 days · 2
State DOR · Tax · Monthly · owner Preparer
Federal · Payroll · Quarterly · owner Preparer
This month · 5
Federal · Tax · One-off · owner Preparer
City · Licensing · Annual · owner Partner
Internal · Corporate · Quarterly · owner Partner
State SOS · Corporate · Annual · owner Partner
Carrier · Insurance · Annual · owner Partner
Later · 1
County · Tax · Semi-annual · owner Preparer
Prepared / filed · 1
Federal · Payroll · Monthly · owner Preparer
Nothing is filed or submitted. Prepared and signed-off packets are held in the demonstration only.
What this demonstration shows
What enters
A client’s recurring obligations, each with a due date, authority, owner, and recurrence.
Where a person decides
A person prepares each obligation and a partner signs it off; overdue items can be escalated.
What is held, not sent
Prepared and signed-off packets are held in a demonstration outbox. Nothing is filed or submitted.
What is logged
Every prepare, sign-off, and escalation is recorded in an audit history.
Have a workflow like this, or one you are not sure about? The free founding review looks at the single workflow that costs your firm the most time, and tells you honestly whether it is worth building.
More working demonstrations
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AR Exception Desk
Overdue-invoice follow-up, run the way we would run it.
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- 02
Document Operations Console
Client documents in from everywhere, sorted and chased.
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- 03
Social Content Production System
A business’s own media, turned into approved content options.
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- 04
Customer & Contractor Message Desk
Routine messages, triaged and drafted, approved by a person.
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