TrusteeTrack brings Charity Commission filings, Companies House, ICO fees, Gift Aid, DBS renewals and more into a single system — so trustees stop guessing and consultants stop rebuilding the same spreadsheet for every client.
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Health check
Riverside Youth Trust
Tracks every regulator that matters
Small charities and CICs run on volunteer time and trust — but the paperwork doesn't get smaller because the team is. Sound familiar?
Deadlines tracked in someone's head, or across three different spreadsheets.
A trustee's DBS check quietly expires and nobody notices until it's a problem.
The ICO fee renewal is a surprise every single year.
Consultants re-explain the same rules to every client, from scratch, every quarter.
It replaces the manual health check a consultant would normally run by hand — and keeps working long after that one-off engagement ends.
Charity Commission, CIC34 and ICO deadlines are calculated automatically from each organisation's own financial year and registration — not a generic reminder list.
The red/amber/green health check turns 'are we compliant?' into a specific, versioned answer, exportable as a PDF compliance kit for trustees or funders.
Run a whole client portfolio from one console, or manage a single organisation with your own team invited in at the right permission level.
Eight modules, one login. No more piecing compliance together across separate tools.
A red/amber/green questionnaire scores where an organisation stands right now, with versioned history and a one-click PDF compliance kit.
Charity Commission, CIC34 and ICO deadlines calculated automatically, with reminders and a single place to store the evidence.
Trustee/director register with DBS expiry tracking, meetings and minutes, conflicts of interest, and policy review dates — all feeding the calendar.
An accounts-tier calculator that already knows the pre- and post-30 September 2026 thresholds, an examiner directory, and a Gift Aid/GASDS tracker.
ICO fee tracking by tier, ready-to-use privacy and retention templates, a breach log, and a subject access request tracker with statutory due dates.
Keep funding applications, awards and reporting obligations in one pipeline instead of scattered emails and spreadsheets.
Invite trustees, staff or volunteers by link with the right role from day one — read/write for those who run things, read-only for those who need visibility.
One login, every client organisation. See status across a whole portfolio instead of juggling separate spreadsheets per charity.
Manage every client organisation from one console instead of a spreadsheet per client.
Run your own compliance in-house, without hiring a consultant for every routine check.
The regulatory landscape keeps moving — TrusteeTrack is built to move with it.
Reporting tiers shift on 30 September 2026 — independent examination kicks in above £40k income, up from £25k.
CICs file a CIC34 report every year alongside the standard confirmation statement, on a 12-month cycle.
Most charities pay the Tier 1 data protection fee (£52/year) regardless of size, unless they qualify for an exemption.
Gift Aid Small Donations top-up is capped at £8,000 of qualifying donations a year, and at 10× a charity's matched Gift Aid claim.
Figures shown are current as of late 2026 and subject to change — always confirm against gov.uk before relying on them.
Priced well below what a single manual health check costs — because it replaces the spreadsheet, not the relationship.
For a single organisation
£19/month
or £190/year — two months free
Manage every client from one console
£15/client/month
tapering to £9/client/month at 25+ clients — no base platform fee
No. It tracks deadlines, stores evidence and scores your position against known rules, but it isn't a substitute for professional advice. Always confirm requirements directly with the Charity Commission, Companies House, ICO, HMRC or your accountant/examiner.
No — DBS checks always go through an authorised umbrella body. TrusteeTrack only tracks the check type, date and expiry so renewals don't get missed.
Yes. An admin can invite people by link and choose their role — full read/write access for trustees and staff, or read-only for anyone who just needs visibility.
That's the core use case. One console shows every client organisation's status, with each client's team able to log in to just their own organisation.
Both the old and new Charity Commission reporting tiers are supported at once, keyed to each organisation's financial year, so nothing needs to be manually swapped over on the day.
Set up your first organisation in minutes and see exactly where you stand.