Readiness checks
view checks
The monthly checklist view now carries explicit standard, preparing, and no-records conditions.
Monthly rhythm
Run the recurring compliance scan
These checklist items keep the operator grounded in a repeatable review pattern before deadlines become emergencies.
Review all active deadline cards
Start with what is already due, overdue, or blocked before you add new calendar promises for the month.
Confirm missing client documents
Make sure payroll, VAT, and withholding support is actually in hand before you describe a filing as ready.
Refresh accreditation requirements
Treat PRC, BIR, CPD, and other internal accreditation tasks with the same calendar discipline used for client work.
Reconcile notifications against the calendar
The compliance notifications view should point back to the same deadlines instead of inventing a second source of truth.