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Current product surface

This page is the release-level map of the customer-facing Comply application. It is checked against the route declarations in src/CoralComply.Web/Components/Pages in the application repository. A route being listed here means the surface exists; it does not mean that a user is authorised to open it or that every workflow is available to every subscription or role.

Business and transaction workflows

SurfaceRouteDocumentation
Client dashboard/clientDashboard tour
Business setup and profile/account/business-setup, /settings/company-profile, /settings/businessSet up your business
Transactions/transactions, /vat/entryTransactions
Import and categorisation/transactions/import, /categorization, /categorization/reviewImport CSV, Categorisation
Review and approved queues/transactions/review, /transactions/approvedTransaction history
Credit notes/credit-notesCredit notes
Recoveries and locations/transactions/recovery-review, /locationsAvailability depends on the transaction state and business configuration.

VAT and reporting

SurfaceRouteDocumentation
VAT return preparation/vatreturns, /filingVAT returns, Filing wizard
Filed-return read view/vatreturns/{id}/viewReturn preview
Payments and payment history/paymentsFiling and payment deadlines
VAT analytics/analytics, /business/analyticsAnalytics dashboard
Financial and cash-flow reports/reports/financial-impact, /reports/cashflow, /reports/vat-payment-cash-flowReports
Variance, comparison, and outstanding VAT/reports/variance-analysis, /reports/comparison, /reports/outstanding-vatVariance analysis
Custom, shared, and scheduled reports/reports/builder, /reports/shared/{token}, /reports/schedulesCustom reports, Shared reports, Scheduled reports

Compliance and firm workflows

SurfaceRouteDocumentation
Compliance intelligence and score/compliance/intelligence, /intelligenceCompliance intelligence, Compliance score
Refund and overpayment review/compliance/refund-eligibilityRefunds and repayments
Bad-debt relief/compliance/bad-debtBad-debt relief
Tax-savings review/compliance/tax-savingsResults are review prompts; confirm treatment against the applicable statute before acting.
Real-estate VAT/compliance/real-estateVAT reform guidance
Firm portal and client access/firm/portal, /firm/clientsFirm portal
Client onboarding and batch filing/firm/clients/onboard, /firm/batch-filingClient onboarding, Batch filing
VAT-group application/firm/vat-group/applyThe application records the group's request and supporting information; it is not a determination by the Department of Inland Revenue.

Account, security, and data operations

SurfaceRouteDocumentation
Account, profile, and business switching/account/profile, /account/settings, /Account/SwitchBusinessAccount settings
Two-factor authentication/Account/TwoFactorSetup, /Account/TwoFactorTwo-factor authentication
Notifications and filing preferences/account/notifications, /settings/notifications, /settings/filingNotifications
API keys, webhooks, and integrations/settings/api-keys, /settings/webhooks, /settings/integrations/managerIntegrations
Privacy, retention, export, and deletion requests/settings/privacy, /settings/retention, /admin/data-exportData operations

Boundaries

Comply prepares records, calculations, evidence, and exportable artifacts. The registrant remains responsible for confirming legal eligibility, signing where required, using the applicable filing channel, and paying by the statutory deadline. Documentation must not describe Comply as filing for a registrant or as conferring any government status unless a separately verified integration and evidence record exists.

Platform-operations routes under /ops and /admin are restricted operational surfaces. They are documented in the security, audit, and data-operations sections where an operator procedure is appropriate; they are not product capabilities available to ordinary business users.