Pre-built compliance task templates for every country you serve. Load them in one click, assign to clients in bulk, and track every deadline — all in one platform.
From task templates to client assignment to document tracking — the compliance module handles the full workflow for professional practices.
Select one or more countries from the compliance master. Load pre-built task templates for US, UK, Canada, Australia, or EU in a single click. Each template comes with correct deadlines, frequencies, and required document checklists.
Rename tasks, adjust frequencies, override deadlines, and define exactly which client documents are required for each compliance item. Your customisations apply org-wide and persist permanently.
Select which master tasks apply to each client during onboarding. upFloat auto-generates individual recurring compliance tasks with the exact attachment checklist you defined — ready for the whole financial year.
Each compliance task spawns document subtasks for required attachments. Staff must upload signed returns, computations, acknowledgements, and other documents before the task is marked complete.
Automated reminders fire N days before each due date. If a task is overdue or stuck in approval, it escalates to the manager automatically — no one needs to manually chase anyone.
The compliance dashboard shows every client's task status across all periods. Filter by country, group, due date, or staff member. Export compliance reports in one click for partner reviews.
Load task templates from multiple countries simultaneously. US federal + state returns sit alongside UK VAT returns and Canadian T-filings — all in one compliance master, clearly organised by country prefix.
Each country template is built by practitioners familiar with local filing requirements. Load, customise, and go.
Go to Compliance → Master Tasks → Load Defaults. Select the countries you serve (US, UK, Canada, Australia, EU, India). upFloat loads all relevant task templates instantly — deadlines, frequencies, and document requirements pre-filled.
In the Compliance Master (Step 1), review each task template. Rename, adjust frequency, override deadlines, or specify exactly which documents your clients must upload. Changes apply to all future client assignments.
In Client Setup (Step 2), select a client and check off which master tasks apply to them. Assign a staff member and approver. upFloat auto-generates their full compliance schedule — task by task, month by month — for the entire financial year.
Staff work through their compliance tasks, upload required documents, and submit for approval. Managers review and approve in one click. Automated reminders ensure nothing slips. You have full audit trail visibility across every client.
Not per user. Your whole practice, one predictable bill.
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Pre-built compliance templates for every jurisdiction you serve.
Free to start — no credit card needed.
US · UK · Canada · Australia · Europe · India