Spreadsheets are familiar. They're also passive, unversioned, and have no idea when a deadline is approaching. Here's what changes when you move to a purpose-built compliance platform.
Spreadsheets can't auto-calculate a confirmation statement deadline from a company's incorporation date. You enter dates manually — and when you forget, the deadline passes silently.
A spreadsheet never emails you when a deadline is 2 weeks away. It sits there, passive, waiting for you to check it. Most practices check monthly — some deadlines are fortnightly.
When your supervisory body asks who updated a client's AML record and when, a spreadsheet can't answer. There's no version history, no user attribution, no compliance evidence.
A spreadsheet works for 15 clients. At 50 it gets slow. At 100+ it becomes a liability. One accidental sort, one deleted row, one corrupted formula — and your compliance records are unreliable.
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