Specific design elements within Inform Direct help you easily manage the statutory records requirements of multiple companies and time-saving features mean you can complete company secretarial tasks quickly and accurately. You need to be a subscriber to have more than 10 companies in your portfolio.
Your Portfolio
"Your Portfolio” page has been created to enable easy navigation. It lists alphabetically all the companies you have registered with Inform Direct and displays key dates and deadlines for each. It advises if there are unread notifications relating to any company, alerting you to actions that may be required. If you need to change any details, view statutory registers or complete a confirmation statement, for any of your companies, you can do so from "Your Portfolio” screen. You can also import additional companies and access our streamlined company formation process, happy in the knowledge that your newly formed company will be automatically added to "Your Portfolio” allowing efficient records management from the start.
Email reminders
Email reminders help you to manage your work load. You can tailor the email reminders you receive.
Template documents
Access to over 300 template documents. The templates are fully editable; compliant with the Companies Act 2006; pre-populated with the details of your transaction and can be professionally branded with a client logo.
Multiple user access
You can give an unlimited number of users access to your account, and tailor each user's permissions, controlling the information they can see and the transactions they can complete.
Document storage
Every document that you produce using Inform Direct is automatically saved to your Document Library. You can also upload and store all your other company documents, safe in the knowledge that all your data has been backed up in the cloud and is always easily accessed and managed from this one location.
Reports
You can generate 30 reports (as .xls Excel spreadsheets) to help you meet Companies House filing dates and ensure that the companies' company records are correct.
Account management
Your accounts area within Inform Direct has also been specially created to offer the flexibility required to manage multiple companies. For example, you can input an invoice address, or credit card details to be used across all companies, or, tailor the details for each company as required.
Whether you register 1 or 1000 (or more) companies with Inform Direct, clever design features save you time and make company records management straightforward and stress free.