Readiness checks

view checks

The monthly checklist view now carries explicit standard, preparing, and no-records conditions.

Standard viewNo-records view

Open compliance notifications

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.