Checklists on the property, and monthly plans
Compliance checklists are made and evidenced from the property itself, and every plan is billed monthly after a free trial.
- Version
- v2026.09.30
- Area
- Compliance
- Released
- Reading time
- 1 min
- Share
The product
- Checklists on the property: make, name and edit a checklist from the property’s compliance tab, and attach a document to tick the item it proves.
- AML references: anti-money-laundering internal references have a register of their own, numbered within your agency.
- Sales and managements: properties narrow to the live sales or the managements, with counts to match.
- Finding attendees: search for people by name or email when adding them to an event or a meeting.
Billing
- Monthly plans: every plan is billed monthly, and the people who sign in decide the plan; no seat is charged.
- A free trial: a new subscription starts with a free trial, and the first charge comes after it.
- Cancelling: access runs to the end of the month you have paid for.
Sign-in
- Back to the website: back on the sign-in screens returns to the website.
How versions are numbered, and what a bump means for you, is written up in How releases work.
More releases
What shipped before it and since, newest first.