Compliance Deadline & Lodgement Tracking

Q: Can the automation handle different deadline types, such as quarterly, annual, and ad hoc filings?

Yes. The automation scans your deadline calendar for all upcoming dates regardless of filing type and applies the same reminder and monitoring logic to each one.

Q: Will the automation work with our existing spreadsheet and accounting system?

Yes. The automation connects to your current deadline spreadsheet, CRM, and email system.

Q: What happens if a client's contact details change after a reminder is sent?

The automation pulls the latest client record from your CRM or accounting system each time it runs, so updated contact details are used for all future reminders and escalations.

Q: Can the automation check regulator portals like the ATO or ASIC directly?

The automation can monitor portals where you have direct access or API connections. For portals without direct access, it can track client confirmations and flag items for manual verification.

Keep every client obligation on track without relying on spreadsheets, sticky notes, or memory.

140 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

Compliance deadline tracking requires daily manual calendar reviews, cross-checking client records, and sending reminders across multiple systems. Manual lodgement monitoring and overdue escalation consume significant time and create risk of missed deadlines.

Automation continuously scans deadline calendars, pulls current client data, sends timely reminders, and monitors lodgement status across regulator portals. The system flags overdue items and escalates critical cases, reducing manual oversight and deadline misses.

Key features:

Scan deadline calendars daily and identify upcoming deadlines automatically

Pull active client status and current contact details from your CRM or accounting system

Send personalised reminder emails on a schedule you define

Monitor lodgement status by checking regulator portals and client confirmations

Flag overdue items and escalate critical deadlines to your team

Update your master deadline record with lodgement dates and reference numbers

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Daily manual calendar scanning Compliance officer must review the deadline spreadsheet daily or every other day to identify upcoming deadlines, consuming 20 minutes per session.	80%
2	Ad hoc lodgement monitoring Checking regulator portals and waiting for client confirmations is done reactively and on weekly sweeps, delaying confirmation and escalation.	67%
3	Manual email composition and sending Personalised reminder emails must be drafted and sent individually for each deadline, taking 12 minutes per reminder.	53%
4	Spreadsheet record updates Reminders sent and lodgement dates must be logged manually in the deadline spreadsheet, creating duplicate data entry and risk of omission.	40%
5	Overdue escalation delays Overdue items are identified manually and escalated via email or chat, sometimes after the deadline has already passed.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.4/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.5/ 10

Hidden Overhead™

7.3/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Deadline Approachingtrigger

The automation platform checks the master deadline list daily and identifies any deadline falling within the next 14 days or any lodgement marked overdue.

2. Fetch Client Details

The automation retrieves the client contact information, entity type, and lodgement history to confirm the client is active and current.

3. Send Reminder

A templated reminder email is automatically sent to the client with the deadline, required documents, and lodgement instructions.

4. Log Reminder

The automation records the reminder date, deadline, and expected lodgement date in the master deadline spreadsheet.

5. Post Alert

A summary of all upcoming deadlines and overdue items is posted to the compliance team channel daily so staff stay informed without checking spreadsheets.

6. Update Lodgement Status

When a lodgement is confirmed (via manual check or API integration with regulator data), the automation updates the spreadsheet and marks the deadline as complete.