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Compliance

Keep business licences, certificates and supporting records together. Use the checklist to organise evidence and plan the follow-up needed before an application, renewal or internal review.

Open ComplianceRead the guide
New Case · CompliancePrepare a company evidence pack for a client.

“Review my compliance records for missing evidence, expired documents and upcoming renewals.”

Company registration evidence Relevant tax documentation Business licences
Clerky is preparing
  • Evidence register
  • Expiry checklist
  • Missing certificates
  • Renewal action plan
On it!
How it flows

  1. 01

    Gather certificates

  2. 02

    Review validity and scope

  3. 03

    Identify gaps

  4. 04

    Prepare renewal actions

What to bring

Start with what you have.

  • Company registration evidence
  • Relevant tax documentation
  • Business licences
  • Industry certificates
  • Expiry and renewal dates
  • Applicable requirements

The checklist shows what is still missing, so nothing has to be perfect on day one.

What you walk away with

Work you can act on.

Evidence registerExpiry checklistMissing certificatesRenewal action plan
Keep going withSee every work area
SuppliersBring onboarding evidence and approval checks into one place.PaymentsPrepare payment checks and keep approvals connected to evidence.ImportsKeep the shipment, paperwork and discrepancies in one Case.