From first activity to published report
Most companies are running within a day. Here is the full journey, the way it works in the product today.
From plan to published report in four steps
Plan
Create activities and campaigns from ready templates, with your nonprofit partners, dates and logistics.
Employees join
Staff sign up in one tap, get email and WhatsApp reminders, and check in with a QR code on the day.
Approve and manage
Confirm hours, handle sponsorship requests, mark each payment as a donation or sponsorship, and keep photo consent on record.
Report in one click
See your charitable deduction estimate, the records to check and your community investment for the tax year, and download the US report pack, with every number traceable.
The journey in detail
1. Set up your company
Takes about an hour.
Owner or CSR admin- Create your company accountSign up with your work email. Your 30-day trial starts straight away with every feature.
- Invite peopleInvite one by one or upload a spreadsheet with email, name, department, role and manager.
- Add charity partnersRecord each nonprofit's EIN, IRS 501(c)(3) status and state charity registration with its renewal date, and upload documents.
- Set policiesPaid volunteer leave days, leaderboard default, value per volunteer hour, and whether QR hours approve automatically.
2. Run activities
Repeat all year.
CSR team- Create the activityStart from a template, link the charity, set time, place, hours and capacity.
- Publish and notifyEmployees get an email with a calendar invite; full activities get a waitlist.
- Check inShow the rotating QR code on the day. Employees scan it or type the code.
- Record the outcomeConfirm attendance and record how many people were helped.
3. Approve and manage
A few minutes a week.
CSR team and line managers- Approve hoursApprove or reject self-reported hours with evidence; rejections are explained by email.
- Decide requestsScore, approve or decline sponsorship requests with a decision letter.
- Track the budgetRecord donations with receipts and watch spend against each program.
- Line managersApprove volunteer leave for their direct reports from the My team page.
4. Report
Year end, or any time.
Sustainability and leadership- Open the ESG reportPick the year and see every indicator with its source.
- Check giving and taxOpen Giving and tax to see your estimated charitable deduction for the tax year under the 1% floor and 10% ceiling, the records to check before filing, and your community investment: cash, in-kind and volunteer time.
- ExportDownload the CSV from Giving and tax and the US report pack, or export Excel and CSV.
- Draft the textGenerate a first draft of the community section from the totals.
- Answer auditorsUse the audit log to show where a figure came from.
Keep exploring
See CorpHands with your own program
Start a 30-day free trial with every feature included, or explore the live demo first.