Settings & roadmap
This demo is intentionally lightweight. Below is the recommended MVP build and the planned roadmap for scaling firm-wide.
MVP stack
Microsoft Lists / SharePoint List
Main tracker store — one list item per record.
SharePoint document library
Evidence files (CNFs, HMRC confirmations, screenshots).
Power Automate reminders
Runs the 60/30/14/7-day reminder logic and deadline-passed escalation.
Teams & Outlook notifications
Owner and manager receive contextual alerts.
Reminder rules (simulation)
Demo only — no emails are sent. In production this logic runs in Power Automate and routes via Teams and Outlook.
- 60 days before deadlineReminder to owner
- 30 days before deadlineReminder to owner and manager
- 14 days before deadlineUrgent reminder to owner and manager
- 7 days before deadlineFinal warning — partner cc'd
- Day after deadlineDeadline passed — log as missed; claim can no longer be submitted
Roadmap
Power BI dashboard
Partner-level reporting across teams and regions.
Simple Power App front end
Polished form-based UI for non-power-users.
Companies House API lookup
Auto-fill company name and period end from registered data.
Automated evidence folder creation
Standard folder per client on record creation.
Shared mailbox monitoring
Parse HMRC confirmation emails into evidence automatically.
Dataverse migration
Move to Dataverse for company-wide scale and finer permissions.
CRM integration
Two-way sync with Dynamics 365 / HubSpot for prospect pipeline.