Controllers & bookkeepers
Track insurance, licenses and filing deadlines so nothing slips through close.
Insurance policies, business licenses, tax registrations, audit deadlines, certifications — track them all in one workspace and get reminded long before anything lapses into a penalty.
Built for finance
A missed insurance renewal, an expired business license or a blown filing deadline turns into fines, coverage gaps and last-minute scrambling. Spreadsheets do not chase you; calendar invites get buried.
Trackords keeps every dated finance obligation in one place and emails the whole team before each deadline — with a reports view that shows a month-by-month outlook of what is coming due.
Renewals outlook
Who it’s for
Track insurance, licenses and filing deadlines so nothing slips through close.
A clear outlook of upcoming renewals and obligations across the business.
Business licenses, permits and certifications, all reminded automatically.
An immutable audit log of every change, ready for review season.
To: you@company.com, finance@company.com
Subject: Office insurance expires in 30 days
Office insurance
Expires 04 Jul 2026
Set up to three reminders on every record — a number of days before the deadline, or a fixed calendar date. Every reminder emails everyone in the workspace, plus any extra address you add, such as your broker or accountant.
No more single-owner spreadsheets where the reminder dies the moment one person is on leave.
Create your own record types — Insurance policy, Business license, Tax registration — and add the custom fields each one needs: policy number, insurer, coverage amount, renewal date.
Attach the signed policy or certificate PDF to the record so the document is always one click away.
Fields for Insurance policy
FAQ
Insurance policies, business licenses, tax and VAT registrations, audit and filing deadlines, professional certifications, and supplier or service contracts — anything with a renewal or expiry date. You can create your own record types and fields to match how your finance team works.
You choose. Each record can have up to three reminders, each a number of days before the deadline or a fixed date. New records start at 35, 10 and 5 days, which you can change to match the notice period on a policy or filing.
Yes. Reminders email everyone in the workspace, and you can add an extra address per record — for example your insurance broker or external accountant.
Yes. Every feature is free, with no per-user fee and no usage caps — we only ask that you use it within a fair use policy.
Create a free workspace, add your policies and licenses, and let Trackords handle the reminders.
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