What's new in CompliOne

NEW Manage multiple companies from one account - switch between them anytime

NEW Add a new company to your existing account without creating a separate login

NEW Accept invitations to join other companies you're a part of

NEW Set a standing rule so new compliance tasks in a category are automatically assigned to the right person - no more manually assigning the same filing every month

NEW A clear preview shows exactly what a new rule will (and won't) affect before you save it

NEW Require a second person to review and confirm a task before it's marked complete - useful for teams that want a built-in approval step

NEW Checkers can send work back with a note explaining what needs to change, and reassign it if needed

NEW Add notes to any task - visible to everyone with access, with author and timestamp on every entry

NEW Rejection notes from the maker-checker workflow automatically show up here too

IMPROVED Your role (Owner/Accountant/Viewer) is now shown clearly in your profile

IMPROVED Anyone can now edit their own name and phone number, regardless of role

IMPROVED Clearer messaging when an account is marked inactive - including guidance on who to contact

IMPROVED Every user detail change (status, role, contact info) is now tracked in the audit trail

IMPROVED Assignment rule activity (created, updated, removed, auto-assigned) is fully logged and searchable in Reports

IMPROVED Company switching, session handling, and login are more robust across multiple companies and devices