Charity Module

Charity compliance that fits into your practice workflow

Most compliance tools ignore charities. Vervidex tracks Charity Commission returns, trustee governance, SORP requirements, and serious incidents — alongside your company and tax work.

Charity compliance features

Annual return deadlines

Auto-calculated 10-month filing window from each charity's financial year end. Never miss a Charity Commission return.

Trustee management

Track trustee appointments, resignations, DBS checks, and conflicts of interest. Changes flagged for Commission reporting.

SORP compliance

Track which SORP regime applies (FRS 102 SORP vs receipts & payments) based on charity size and structure.

Serious incident reporting

Identify and flag reportable serious incidents with guidance on Commission notification requirements.

Governance tracking

Trustee meeting minutes, conflict registers, and governing document reviews — all in one place.

Multi-entity support

CIOs, CICs, charitable trusts, and unincorporated charities — each with entity-specific compliance rules.

Charity Commission deadlines & consequences

Charity deadlines don't align with Companies House or HMRC. Every charity has its own calendar — Vervidex tracks them all.

Filing
Window
If Late
Annual Return
10 months after year end
Public overdue status, grant disqualification
Annual Accounts
10 months after year end
Public overdue status, Commission inquiry
Trustee Changes
Promptly
Governance red flag
Serious Incident Report
As soon as identified
Statutory inquiry, intervention
Governing Document Updates
After any amendment
Compliance failure

For mixed-entity practices

If you manage companies and charities, you need a platform that handles both. Vervidex supports 8 entity types with entity-specific compliance rules — no separate systems required.

Companies House AML/KYC Tax Deadlines GDPR Trusts & Estates ECCTA IDV E-Invoicing Practice Management

Charity compliance without the spreadsheet

14-day free trial. No credit card. Works alongside your company compliance from day one.