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 — 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 client book, one screen
The My clients cockpit lists every company you advise — health, overdue count, next deadline, evidence coverage and open notices — sorted by who needs you most. One click drops you into a client to act.
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.
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. 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.
- Role-agnostic. CA, CS, lawyer or payroll vendor — each sees only their bucket. Bring teammates into a client and scope them the same way.
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 My clients
Reminders, evidence, notices and diligence packs across your whole book, from one cockpit.
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