01
Start with your business
Answer a short set of questions about your sector, team, software and how you sell.
COMPLIANCE GUIDANCE FOR ITALIAN SMEs
See what may apply.
Know your next step.
Clear compliance guidance for Italian small businesses and their accountants.
A short business profile becomes a plain-language obligations overview, a dated checklist and practical tools to help you stay organized.
Useful guidance, with your accountant in the loop.
Example profile
MONDAY, 12 MAY
Good morning, Bellini Studio
Your obligations, made easier to navigate.
BS
YOUR COMPLIANCE OVERVIEW
A clear place to begin
Based on the profile you shared, here are a few areas to review.
CybersecurityCheck whether NIS2 applies
ReviewOnline presenceAssess accessibility scope
To checkReady to shareSupplier summary
A sample workspace, for illustration
MADE FOR THE REALITIES OF SMALL BUSINESS
Business ownersCommercialistiConsultants
A CLEARER WAY FORWARDFrom “does this apply?”
From “does this apply?”
to a next step.
Rules can feel scattered and hard to translate into everyday work. RuleTrellis helps turn the questions into a useful plan for your business.
02
See what may apply
Get a plain-language overview of relevant rules, areas to check and useful context.
03
Keep the next step moving
Follow a dated checklist, use practical templates and share a summary when asked.
LESS GUESSWORK, MORE CLARITYEverything you need
Ask about RuleTrellis
Everything you need
to move with confidence.
A practical starting point for the compliance work that lands on your desk.
Know where to focusSee which rules may apply and which areas need a closer look.
Make time for the next stepKeep dated tasks, reminders and useful templates in one place.
Answer evidence requests clearlyPrepare a shareable summary for larger customers and partners.
YOUR TOOLKIT
Practical by design.
Obligations overviewPlain language. Your business context.
Dated action listMilestones and reminders to keep close.
Ready-to-adapt templatesPolicies, registers and questionnaires.
Guidance helps you organize the work. Your adviser can help confirm what applies.
A WIDER VIEW, IN ONE PLACERules don’t arrive
Rules don’t arrive
one at a time.
From new requirements to supplier questionnaires, see the topics that may matter to your business and decide what deserves a closer look.
Built for Italian businesses.
Better conversations with your adviser.
Better conversations with your adviser.
AREAS TO EXPLOREEXAMPLES
CybersecurityNIS2 and security requests from customers
Artificial intelligenceAI Act duties based on how you use AI
Digital accessibilityAccessibility obligations for online services
People and workplacePay transparency and employment topics
Supplier evidenceQuestionnaires and requests from larger clients
Examples only. Applicability depends on your business and circumstances.
ADVISER WORKSPACE
•••Client profiles
Find a client or business
A
Alba DesignProfessional services
Review dueF
Filo & FormaOnline retail
On trackM
Mercato VerdeFood & hospitality
2 to reviewOne view for every clientMake reviews easier to prepare
FOR COMMERCIALISTI & CONSULTANTSBe the calm in
Be the calm in
your clients’ compliance.
Bring multiple client profiles into one dashboard. Help each business understand its obligations, review the next steps together and prepare a clear summary when a larger customer asks for evidence.
- Keep client profiles organized
- Guide reviews with a shared checklist
- Help clients share a concise summary
Interested in shaping an early partner program? We’d like to hear from you.
GOOD TO KNOWClear answers
Clear answers
before you begin.
Compliance is specific to your business. Here’s how RuleTrellis can help, and where your adviser comes in.
Ask us a questionDoes RuleTrellis give legal advice?
No. RuleTrellis provides practical guidance to help you understand what may apply and organize your next steps. It is not a substitute for legal advice. Confirm uncertain or high-impact decisions with your accountant or a qualified legal professional.
Will every rule listed apply to my business?
Not necessarily. Applicability depends on details such as your activities, size, role and the customers you serve. RuleTrellis helps surface likely areas and questions to review, so you can make a more informed assessment with your adviser.
Can my commercialista manage more than one client?
Yes. Accountants and consultants can manage multiple client profiles from one dashboard, help clients review their obligations and prepare a compliance summary to share with larger customers.
What does the guidance cover?
The overview can include relevant regulatory areas, dates and actions to review, plus practical templates such as policies, registers and supplier questionnaires. Coverage is shaped around the profile details you provide.
A LITTLE MORE CLARITY GOES A LONG WAYMake room for the
Make room for the
work that matters.
Tell us about your business or the clients you advise. We’ll show you how RuleTrellis can help make compliance easier to manage.
Talk to the RuleTrellis team or write to ruletrellis-5@polsia.app