Compliance HealthChecks

Our award-winning HealthCheck and DepositAudit give letting agents a simpler, trusted alternative to traditional Accountant’s Reports — recognised by leading schemes including Client Money Protect, Money Shield, Propertymark and Tenancy Deposit Scheme (TDS). Reconcile your client money and tenancy deposit records in just a few clicks, remove hours of manual checking, and stay compliant with CMP and TDP requirements with confidence.

CMP HealthCheck Deposit HealthCheck

What is a CMP HealthCheck?

A CMP HealthCheck is an annual requirement set by most Client Money Protection schemes to ensure your agency handles client funds safely, accurately and in line with scheme and regulatory standards.

Depending on your CMP scheme, your annual requirement could instead take the form of an Accountant's Report which we also offer. If you're unsure which report you need, use our eligibility checker below or contact our team and we will be happy to guide you.

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What is the Deposit HealthCheck?

Deposit HealthCheck is a reconciliation of your software deposit records against your tenancy deposit scheme data.

We identify missing, duplicated or mismatched deposits so you can resolve issues early.

We do not report findings to deposit schemes — this is a confidential review carried out to support your compliance. Where needed, we can carry out remedial work on your behalf.

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