Run your whole client book in one control room.
ComplianceStack gives advisors a cross-company cockpit — every client's deadlines, evidence and risk on one screen — so nothing slips across your book, and diligence-readiness becomes a service you can sell. The client owns their account; you stay the trusted advisor.
Free to start — set up your practice, then add your first client and generate their calendar in minutes.
Spreadsheets and WhatsApp don't scale past a few clients.
Per-client trackers, calendar reminders and client WhatsApp groups work at five clients and quietly break at forty. There's no applicability logic, so every client is re-derived by hand. A client raises a round or takes foreign money and the FEMA/MCA deadlines only get tracked if someone remembers. Evidence is scattered across inboxes and drives. And you can't answer the one question that matters — which of my clients has something overdue this week?— at a glance. So misses are caught reactively, often by the client, or worse, by their investor's lawyer in diligence.
What you get
One control room across your book — built on a deterministic rules engine, with evidence at the core and access scoped to each advisor's mandate.
Your whole book, by what's due
Open ComplianceStack to This week — every open task across all your clients in one list, grouped by urgency, showing who it's sitting with (preparer → reviewer → filer). Filter to what's pending with you, a client, or one area. A cross-client calendar and an open-notices list sit alongside; the My clients health rollup is a click away.
Onboard a client in minutes
Add a client, fill a short profile, and the deterministic engine generates their full GST/TDS/PF/ESI/ROC calendar immediately. The founder gets a link to claim ownership — until they do, you run it.
Your practice, your team
Sign up as a firm, invite your associates, and your whole client book is shared with the team. Set a default Jr → Sr → CA chain so every client's tasks land on the right person automatically.
Reminders that escalate
Each deadline nudges 5 days and 1 day before — and once the day after if it's missed — routed up your chain: pending with the preparer before due, the reviewer once late, the CA once it's ready to file. Not everyone gets every ping.
Scoped to your mandate
You see the buckets you're responsible for — a CA the tax picture, a CS the corporate/ROC picture — never data outside your remit. Access stays scoped and revocable.
Diligence-readiness, as a service
Get funded clients investor-ready before the round: a Red/Amber/Green checklist by section and a one-click, evidence-backed diligence pack. Once you share a record it's tamper-evident — you can prove nothing changed, and you're told if it does. A repeatable, billable service line.
FEMA & funding, covered
The event-driven filings most often sitting unfiled in funded clients' books — FC-GPR, PAS-3, MGT-14, the FLA return — materialise as dated tasks the moment a raise is recorded.
Evidence, not just 'filed'
Every filing's proof lives next to the task with an on-time/late record. The compliance history is the company's system of record — it survives a staff change, or a change of advisor.
Built for the advisor — and the advisor relationship.
- Company-owned, not a lock-in.The client's company is the account of record and the payer; their records stay theirs even if they later change advisors. You're the trusted operator running the cockpit — not a gatekeeper holding their data hostage.
- Deterministic, auditable engine. A versioned rules engine decides what applies and when — never an LLM. The AI only explains and extracts. Every verdict shows its reason and rule version.
- A firm, not just a login. Your practice is a first-class account: invite your team into the firm, and the whole client book is theirs to work — each scoped to their bucket (CA tax, CS corporate, and so on). Clients stay independently owned; the firm advises, it never holds their data hostage.
How it works
Add a client
Fill a short applicability profile — entity, turnover, states, funding, foreign money.
We build their calendar
The engine computes exactly what applies and when, with reasons — no spreadsheet to maintain.
Run it from This week
Every client's tasks, deadlines, notices and diligence packs across your whole book — triaged by what's due and who it's with, from one screen.
Bring your first client onto ComplianceStack.
Free to start. Add a client, generate their calendar, and see your whole book in the cockpit in minutes.
Learn more: the client portfolio · FEMA for CAs