Charter AI

For the next 21 CAs and firms: price locked forever and 7 days money back. Price increase after 31 December 2026. 21 of 21 left. See pricing

How do I set reminders?

In Settings, Notifications, turn on the daily digest and pick how many days before each due date you want a reminder email.

Updated 29 Sept 2026

Steps

  1. Step 1: Open Settings, then Notifications.
  2. Step 2: Turn on Email me a daily digest of upcoming deadlines.
  3. Step 3: Under Remind me before each due date, pick the days: 30, 14, 7, 3 or 1 day before, or On the day.
  4. Step 4: Choose Save changes.
The Notifications settings with three numbered marks: 1 the daily digest switch, 2 the reminder days and 3 Save changes.
Turn on the digest, pick the days, then save.

Choose Send test digest to get today's real digest now, if you have deadlines due.

Deadlines you already have

New settings apply to newly calculated deadlines. Existing ones keep their own reminders until the client's calendar is recalculated. For your own events, choose the reminders when you add them.

Was this helpful?

Still stuck? Write to support and we will get back to you. Contact support

Try it on your real work.

Don’t watch a demo. Upload a real notice, ask a real research question, try a client’s books or run a reconciliation.

  1. Upload
  2. Check
  3. Approve
  4. Decide
Start free 14-day trial

No card required.