Compliance Deadline & Lodgement Tracking

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

44 hrs

Time saved/month

Companies have mapped

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

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.

4 reasons to map this process

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You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

78 hrssaved/month

13times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

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Estimated Time Saving

44hrs/month

Process pain:8.2/10

Mapped by:8 Companies

Map this to your business to get your exact numbers.

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