Charity Prep

Features Designed for Charity Compliance

Our purpose-built tools help you collect and manage the specific information required by the Charities (Annual Return) Regulations 2025.

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Feature 1

Safeguarding Tracker

Log and monitor DBS checks, training completion, and policy reviews to ensure compliance with safeguarding requirements.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Safeguarding Tracker dashboard interface
Feature 2

Overseas Activity Log

Record details of international partners, countries of operation, and related expenditure for transparent reporting.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Overseas Activity Log with world map interface
Feature 3

Fundraising Methods Tracker

Document fundraising activities and professional fundraisers used, as required by the Annual Return.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Fundraising Methods Tracker dashboard
Feature 4

Income Source Summary

Simplified tracking of income streams relevant to Annual Return reporting categories.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Income Source Summary visualization
Feature 5

Automated Reminders & Alerts

Receive email notifications for upcoming DBS check expiries, scheduled policy reviews, or approaching Annual Return filing deadlines.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Automated Reminders and Alerts interface
Feature 6

Compliance Dashboard

Get an "at-a-glance" overview of tracked data status, including percentage of DBS checks logged and upcoming reminders.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Compliance Dashboard overview
Feature 7

Secure User Accounts

Role-based access for different users within the charity, ensuring data security and appropriate permissions.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Secure User Accounts management interface
Feature 8

Data History

Securely store data year-on-year, providing a historical record for audit purposes and trend analysis.

  • Easy data entry with simple forms
  • Automatic validation to ensure accuracy
  • Quick access to historical records
  • Export functionality for reporting
Data History archive visualization

Ready to simplify your Annual Return reporting?

Join the growing number of charities using Charity Prep to streamline compliance with the new 2025 regulations.