Automated Reminders

• A big question in DAC6 is how to make sure matters are not falling through the cracks. At matter intake the partner won’t have all the details of the transaction and there needs to be a way to trigger the DAC6 review at a later time.
  As a solution to this we have built flexible reminders that will trigger emails to the relevant parties when a submission needs to be reviewed or has an upcoming reporting deadline.
• Click here to see a video demo of how it works.

DAC6 Dashboard

• One of the most important aspects of DAC6 is making sure you report transactions within the reporting time frame. Our customisable dashboard will allow firms to easily  track when a deadline is approaching, see what’s overdue, and what has been reported.
• We have built a default dashboard that is delivered together with our DAC6 reporting template.
• Watch a video demo to see how it works.