Compliance & Obligations
Track recurring statutory obligations across your clients and move them to filing, including bulk sign-off.
The Compliance Hub tracks recurring statutory work across all your clients so nothing slips through the cracks.
What an obligation is
Each obligation carries a domain and a frequency:
- Domain — GST, TDS, Income Tax, ROC, or PF/ESI.
- Frequency — monthly, quarterly, annual, or one-time.
The lifecycle
Obligations move through a defined set of states, and nothing reaches FILED without being approved first:
Exceptions you may also see: BLOCKED (waiting on something), MISSED (deadline passed), and NOT_APPLICABLE.
Sign off a whole cycle at once
When a filing cycle is clean, you don't have to approve items one by one. Select a cohort (for example, "approve 12 clean returns, review 2 flagged") and bulk sign-off the READY ones. Flagged items are held back for individual review, so approval stays deliberate.
Tip
Work the Deadline Radar on your dashboard first — it surfaces what's due soon, at risk, or blocked, so you tackle obligations in the order that protects your clients.