Registrations and filings ready before anyone asks.
Trust deeds, 12A, 80G, CSR-1, FCRA records, board resolutions, audited accounts and utilisation certificates, stored safely with reminders before every renewal and due date.
Compliance Vault
- 12A registrationValid to AY 2030-31Renew in 4 yrs
- 80G approvalValid to AY 2030-31Renew in 4 yrs
- CSR-1 registrationCSR00012345On file
- FCRA registrationRenewal window opensDue in 5 months
- Form 10BD (donations)FY 2025-26Filed by CA
- Utilisation certificate, Read TogetherT2 trancheDraft ready
Reminders
- FCRA quarterly receipts disclosure · 15 Jan
- Form 10BE to donors · by 31 May
- Annual return to the board · 30 Jun
Shared with
- Statutory auditor · read only
- CSR partner · CSR-1 and UCs only
Records and reminders only. Filings stay with your team and your CA.
One vault
Every registration and certificate, current version on top.
Reminders that arrive early
Renewals and due dates sent to the right person in time.
Share, do not email
Give auditors and funders read-only access to exactly what they need.
The fence
A fence keeps the young tree safe while it grows.
Compliance Vault is one part of a single record. What you enter here is used by the other modules, so nobody types the same thing twice.
Registration records
Trust deed or MoA, registration certificate, PAN, 12A, 80G, CSR-1, FCRA and Darpan ID, with validity dates.
Renewal and filing reminders
12A and 80G renewal, FCRA renewal and quarterly disclosures, Form 10BD, annual returns and audit dates.
Utilisation certificates
UC drafts linked to Grant Tracker spend, stored with the signed copy once your CA certifies it.
Board and governance
Board resolutions, meeting minutes and trustee details, organised by year.
Controlled sharing
Due-diligence packs for CSR funders and read-only access for auditors, with expiry dates on every link.
Version history
Every version of every document is kept, so you can show what was valid on any past date.
How it works
Keeping compliance calm
- 1
Upload once
Add your registrations and certificates with their validity dates.
- 2
Assign owners
Each filing and renewal has a named owner and your CA's contact.
- 3
Get reminded
Owners hear 60, 30 and 7 days before each date.
- 4
Share packs
Funders and auditors get exactly the documents they need, read only.
CSR due diligence
Answer a CSR funder's due-diligence list in one link.
Every new CSR partnership begins with the same request: registration, 12A, 80G, CSR-1, three years of audited accounts, board list and FCRA status. Compliance Vault builds that pack from current documents.
- Standard due-diligence pack, ready to share
- Link expires on a date you set
- See when the funder opened each document
- Update a document once, every pack stays current
Due-diligence pack
Compliance Vault- Registration and PAN
- Included
- 12A and 80G
- Valid
- CSR-1
- Included
- Audited accounts
- 3 years
- Link expires
- In 30 days
FCRA
FCRA records kept in order, filings left to your experts.
For organisations receiving foreign contribution, Compliance Vault keeps the registration, designated bank account details, receipts and utilisation records together, with reminders for quarterly disclosures and renewal.
- FCRA registration and renewal dates
- Foreign contribution receipts tagged by donor
- Separate tracking of FC utilisation
- Reminders for quarterly disclosures and annual returns
FCRA record
Compliance Vault- Registration
- Valid
- Renewal window
- Opens in 5 months
- Designated account
- On file
- Quarterly disclosure
- Due 15 Jan
- Filed by
- Your CA
Our commitments
What Compliance Vault does and does not do
We keep records and remind you. Filing stays with the people legally responsible for it.
Records and reminders
Compliance Vault stores documents, tracks dates and sends reminders to the owners you assign.
Filings stay with you
12A, 80G, CSR and FCRA filings remain the responsibility of your organisation and its auditors or CA.
Not legal advice
Reminders are based on dates you enter and common filing calendars. Confirm requirements with your CA.
Questions
About Compliance Vault
Does it handle FCRA records?
It keeps FCRA records, foreign contribution receipts and reminders. Filing stays with your team or CA.
Can our auditor access documents directly?
Yes. Give your auditor read-only access to selected folders, with an expiry date.
Which plan includes Compliance Vault?
Compliance Vault is part of the Banyan plan.
Are documents stored securely?
Documents are encrypted, hosted in India by default, and every view and download is logged.
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