Notification Preferences
Choose how and when you want to be notified about important events.
Email Notifications
Notifications sent to your registered email address
Filing deadline reminders
Get notified 7 days, 3 days, and 1 day before upcoming filing deadlines
New regulatory circular published
Receive alerts when new circulars are issued by regulatory bodies
Client document uploaded
Get notified when a client uploads a new document to their portal
Invoice paid
Receive confirmation when a client pays an invoice
Team member filed a return
Get notified when a team member files a return on behalf of a client
In-App Notifications
Alerts and badges shown within the application
All deadline alerts
Show in-app alerts for all upcoming compliance deadlines
Notice received
Alert when a new notice is received from a regulatory authority
Circular alerts
Show alerts for new regulatory circulars and updates
Team activity
Show notifications for team member actions like logins and edits
Digest Settings
Scheduled summary emails with aggregated updates
Morning digest
Receive a daily summary at 9 AM with upcoming deadlines, pending tasks, and alerts
Weekly compliance report
Receive a comprehensive compliance summary every Monday at 9 AM