Regulatory Filing & Deadline Calendar
Build your own internal tool that tracks every recurring statutory filing, computes the next due date from real-world rules, reminds owners early in tiers, and records each filing as completed with uploaded proof and a manager sign-off.
A team app where you import your filing list, see every upcoming deadline with its owner and lead time, get tiered email reminders as dates approach, let owners submit with proof, require a manager to approve completion, auto-set the next cycle, and export the whole calendar as CSV.
Before you start
- A list of your recurring filings (filing, agency, jurisdiction, frequency, due rule, owner) in a Google Sheet or CSV
- [object Object]
- No coding experience needed — you'll paste prompts into an AI coding agent
The problem this kills
Recurring statutory filings — tax returns, environmental reports, safety submissions, sector returns — never stop coming, and they hide in someone's head or a fragile spreadsheet. Due dates follow awkward rules ("90 days after fiscal year-end," "the 15th of the month after quarter-end"), owners change roles, and proof of submission gets scattered across inboxes. One missed deadline can mean penalties, a failed audit, or a regulator knocking. The usual "fix" is a shared calendar nobody trusts and a reminder that arrives the day it's already due.
What you'll build
A small, secure web app that is the single source of truth for every recurring filing your team owes. You import your filing list once, and the tool computes each next due date from its real rule, reminds the owner early — and again, louder, as the date nears — then walks the filing through a clean close-out: the owner records it as submitted and uploads the proof, a compliance manager approves it as genuinely complete, and only then does the next cycle's due date appear. You can export the entire calendar, with each item's status, any time.
What's inside the Implementation Plan
The plan is a step-by-step runbook you paste into an AI coding agent (Claude Code) — it writes the code, you answer questions and click around to test.
It opens by interviewing you about your business — your filings, agencies, jurisdictions, the exact due-date rules you actually use, who owns what, your lead times, and your messy exceptions — so the tool is tailored to how you file, not a generic template. The agent reflects a short spec back to you and waits for your thumbs-up before building anything.
From there it builds in clear steps: import your filing list, model the due-date rules (including tricky ones like "X days after fiscal year-end"), set up tiered Resend reminders and escalations, add the submit-with-proof flow, add the manager approval gate, auto-generate the next cycle, and finish with a CSV export of the full calendar. Every step ends with a ready-to-copy prompt.
The governance it includes (this is the point)
This isn't a toy calendar — it's built to survive an audit:
- Login so only your team can get in.
- Row-level security so each organization only ever sees its own filings.
- A complete audit trail — who recorded, approved, or changed every filing, and when.
- A human approval gate — the owner submits and uploads proof, but a compliance manager must approve before a filing counts as complete and the next cycle is created.
- Duplicate guards — the dedupe key
filing-id + periodmeans the same filing for the same period can never be logged or processed twice.
Who it's for
Compliance managers, and finance or EHS (environment, health & safety) teams responsible for recurring statutory filings — anyone who currently lives in dread of a spreadsheet and wants a real tool without hiring a developer.
You've got this — paste the first prompt and let the agent interview you.