We’ve introduced a Calendar Reminder feature to help you stay on top of critical filing deadlines and tasks - all from within the platform.
Where to Find It
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Navigate to the Information tab in the left-hand menu.
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Under this section, you’ll now find access to Calendar.
How It Works
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The system will automatically notify you when there are upcoming actions or compliance tasks to complete (e.g., filing SH01 forms, submitting EMI options returns, etc.).
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These notifications will prompt you to add a reminder to your calendar for future tracking.
Flexible Calendar Views
You can view your reminders in several formats, depending on your preference:
- Week View
- Month View
- Year View
- List View – shows all tasks and their due dates
Mark Tasks as Complete
As you complete tasks, simply mark them as completed within the platform. This helps you:
- Track your progress
- Avoid duplicate work
- Keep your calendar clean and up-to-date
Calendar Integration Options
To make tracking even easier, reminders can be synced with your personal or work calendar. We currently support the following integration options:
- Google Calendar
- Apple Calendar
- Outlook
- Yahoo Calendar
- General iCal link (for use with any calendar app that supports iCal)
