01
Build the recurring schedule
Create the work once, choose the right rhythm and keep the next due date visible without rebuilding a spreadsheet every month.
- One-off and recurring tasks
- Editable UK SME starter tasks
- Due-soon and overdue views
Compliance calendar software
Keep every compliance deadline, owner and evidence file in one place
Obligary turns recurring compliance work into a shared calendar your team can actually run: clear due dates, named owners, reminders, evidence expectations and a useful audit trail.
Obligary helps organise compliance administration. Your organisation remains responsible for deciding what applies and taking legal or specialist advice where needed.
Plain-English definition
What is a compliance calendar?
A compliance calendar is a working schedule of the obligations, reviews, renewals and recurring checks an organisation needs to complete. Unlike a normal diary entry, each Obligary task can carry an owner, risk, notes, recurrence, expected evidence and completion history, so the calendar shows both when work is due and whether it has been proved.
How it works
Keep the routine clear from action to evidence.
02
Give every task an owner
Make responsibility explicit so directors and operations leads can see what is moving, waiting or unassigned.
- Named task owners
- Reminder emails
- Priority queues in My Work
03
Define the proof you expect
Record the evidence requirement with the task, then link the uploaded file to the work it supports.
- Evidence expectations
- Secure evidence requests
- Linked private files
04
Review current status
Use reports to see open work, evidence gaps and recent completions before a management meeting, adviser review or audit.
- Current task status
- Evidence coverage
- Printable reports
05
Start with practical SME work
Shape a starter calendar around the organisation, then edit the tasks to reflect the obligations and advice that actually apply.
- Plain-English setup
- Editable categories
- No fixed legal checklist claims
06
Run separate client calendars
Consultants and advisers can keep each client workspace, evidence vault and report separate while retaining a portfolio view.
- Client separation
- Portfolio visibility
- Client-specific reports
A clearer operating system
Move beyond reminders that lose their context
Spreadsheets and generic project tools can list dates, but compliance work becomes fragile when ownership, recurrence and proof live in different places.
Spreadsheets and generic calendars
- Manual roll-forward of recurring dates
- Files and explanations scattered across inboxes
- No reliable view of missing proof or change history
An Obligary compliance calendar
- Recurring work rolls forward with its context
- Owners, evidence and status stay with the task
- Reports show what is open, overdue and supported
Explore the workflow
Related product pages and practical guides
FAQs
Common questions
Can a spreadsheet be a compliance calendar?
It can be a useful starting list, but it usually depends on manual reminders, manual date changes and separate file storage. Obligary adds recurring tasks, ownership, evidence links and reporting around the schedule.
Does Obligary decide which obligations apply?
No. Starter tasks help teams begin, but customers decide what applies to their organisation and should take professional advice where needed.
Can consultants manage more than one client?
Yes. Agency plans provide separate client workspaces and a portfolio view, keeping each client's tasks, evidence and reports apart.
Can we start without entering card details?
Yes. You can create a free workspace without a payment card and move to a paid plan when you need more capacity or features.
Put the next task, its owner and its evidence in one place.
Create a free Obligary workspace in minutes. No card, enterprise contract or long implementation required.
Create a free workspace