Charity compliance software
Every date your charity must not miss, in one list
The annual return, the insurance renewal, the DBS checks, the policy reviews, the data protection records. Each one written down once, with a date, and an email to the right person before it falls due rather than after.
Free for 30 days, no card needed. Then £5 a month or £50 a year, everything included.
How small charities get caught out
Hardly ever by something difficult. Almost always by a date that one volunteer was keeping in their head.
- The annual return is late. It is due ten months after the year end, which is long enough for everybody to forget it. A late one goes on the public register for anybody to see.
- The insurance renews and nobody checks the quote. Or it lapses, and the charity finds out when it needs to claim. The certificate is in an envelope in somebody's loft.
- The policies were last reviewed when they were written. A funder asks when the safeguarding policy was last looked at, and the honest answer is a date before half the current trustees joined.
- Nobody knows where a data breach gets written down. The newsletter goes out with every address showing, and the seventy-two hours to decide whether to tell the Information Commissioner are spent finding out what the rule is.
What it keeps an eye on
A compliance list, with the reason for each item
Annual return, accounts, governing document, policies, health and safety, fire safety, data protection, safeguarding and more. Picking the kind of item tells you where it stands in law - legally required, or just expected by funders and insurers.
A reminder before each date
Each item has its own warning - two months for an annual return, a fortnight for an equipment test - and the people whose job it is get an email before it falls due. Reminders can be switched off by subject if a charity has nothing to do with one.
Where each item stands, worked out from the dates
Overdue, due soon, or in order - read off the dates rather than from what somebody ticked in January. The only thing that takes an item off the list is saying it does not apply to you.
Insurance, policy by policy
What each policy covers, who with, the premium, the sum insured and the renewal date. Recording the premium each year is how you tell whether this year's quote has gone up.
Contracts with a notice period
The independent examiner, the energy supplier, the photocopier lease - each with its renewal date, whether it renews automatically and how much notice it needs.
Safeguarding concerns, kept private
Concerns recorded properly, with their severity and what was done, stored encrypted and hidden from anybody without permission to see them. A volunteer cannot even tell the section exists.
GDPR records
Consent records, requests from people asking what you hold about them with the deadline worked out, a breach log that starts the seventy-two hour clock the moment a breach is recorded, and a privacy notice written from what the charity actually keeps.
What it costs
£5 a month, or £50 a year
One price with everything in it: the money, the forecast, the trustees, the meetings, the compliance records, the grants and the GDPR records. No charge per trustee, and the charity is billed rather than whoever signed up, so the subscription stays put when the committee changes.
Questions people ask
Does it tell us what the law requires?
It tells you, for each kind of item, the general position - for example that the annual return is required of registered charities with income over £10,000 and of every CIO. It is a record keeper, not a solicitor, so where it matters, check the rule that applies to your charity.
Who gets the reminder emails?
The people whose job it is: money matters such as insurance and funder reports go to the treasurer, governance dates to the chair and secretary. Each kind of reminder can be switched off, and the notice changed, under Settings.
We have no employees. Will it nag us about employment law?
No. Nothing is on the list until you add it, and anything that genuinely does not apply can be marked that way so it stops counting.
Does it file the annual return for us?
No. It reminds you it is due and keeps the record of when it was done. The return itself is still made to the Charity Commission by the charity.
Where do the certificates and policies themselves go?
In Documents, as PDFs, Word files or photographs, each with a date to review it. Nothing is on a public address, and only signed-in people from your charity can open them.
Find out what is overdue before a funder does
Start free, put in your insurance, your annual return and your policies, and see where you stand by the end of the evening.