No more you need to worry about missing the due date of Income Tax Filing or important deadlines. With COMPLIANCE iNBOX (CiB) you can manage everything at once.
COMPLIANCE iNBOX is a Compliance Management Software that is specifically designed to manage all the Compliances of your business at one place called–“DASHBOARD”.
CiB’s Dashboard provides a quick overview of the status of all the Ongoing Compliances, Activities related to them at a single glance. It also allows you to easily extract the exact information that you are looking for.
What you get from the Dashboard –
- It helps in capturing all day-to-day activities.
- Overview of all the Tasks categorized into various instances.
- It keeps a record of what resources are to be used.
- It helps in maintaining the progress report.
- Upcoming Compliance Events with the due date and event type.
Let us have a look at what the Dashboard offers –
Activity / Task Statistics
The Activity / Task statistics in the dashboard is nothing but the compliances that you need to manage. Whenever any activity/task is created by any manager to their resources, that activity/task will go through various instances –
- On hold
You will be able to track all your projects and their status.
Also, the activities/tasks can be categorized based on the company, their respective managers, and respective resources who need to work out on it.
KYC Data Master Document
So, just like when you open a bank account, you need to verify all the details and submit all the relevant documents. Similarly, every company has its KYC where all the necessary details are stored. The following documents are included –
- Certificate of Incorporation
- Certificate of Existence
- MSME Certification
- Constitution, and many more…
This helps in simplifying the process as you do not need to go to your client again and again for every single piece of information. You can simply open the dashboard and refer to the details.
There is a provision for email, which you can use to store everything in one place. You no longer need to use 2 or 3 interfaces and complicate things. You can carry on the activities from this as a standard practice.
This allows you to easily create the meeting from here itself. You no longer need to go to a virtual meeting app to schedule a meeting.
It also has a notification system. So, once you log into the system, you can easily see the number of things that require your immediate attention.
A chat option allows you to easily interact with all the users with the options to chat, voice, or video call.
Upcoming event column
It helps in keeping track of all the important events. All the upcoming compliances will be here, and you no longer need to worry about missing the due dates. Alerts in the form of T-3, T-1 are available in the tool for required department users for their upcoming compliance. Alerts are available in the form of SMS and email also.
Sounds amazing, right? Well, the Dashboard is just one feature of COMPLIANCE iNBOX. To know more about the other features, visit our website. Also, we are here to help you. We provide free training & support regarding the use of COMPLIANCE iNBOX.
For any assistance, contact us! Visit our website for more details.
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