Effortlessly produce fully compliant minutes, resolutions and other documents. Keep all your documents safely organised in your personal document library.

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Inform Direct produces over 400 different documents related to an enormous range of company secretarial transactions. So whether you're making a share transfer, appointing a new director, moving the company's registered office address or undertaking a reorganisation of the company's shares, Inform Direct will produce the supporting documents you'll need...

  • First board minutes
  • Board minutes resolving to change registered office address
  • Board minutes resolving to change accounting reference date
  • Board minutes resolving to create SAIL address
  • Board minutes resolving to change SAIL address
  • Board minutes resolving to change the location of statutory records
  • Board minutes to approve dormant company accounts
  • Board minutes to approve micro-entity accounts
  • Board minutes to approve annual accounts
  • Board minutes approving interim dividend subject to shareholder approval
  • Board minutes approving final dividend subject to shareholder approval
  • Board minutes resolving to pay interim dividend (without shareholder approval)
  • Board minutes resolving to pay final dividend (without shareholder approval)
  • Board minutes resolving to appoint a director
  • Board minutes resolving to appoint a secretary
  • Board minutes to appoint officer as director and secretary
  • Board minutes resolving to appoint a corporate director
  • Board minutes resolving to appoint a corporate secretary
  • Board minutes resolving to appoint officer as corporate director and secretary
  • Board minutes for director resignation
  • Board minutes for director resignation due to retirement
  • Board minutes for director resignation due to ill health
  • Board minutes for director resignation to take up new position
  • Board minutes for vacation of office by director due to death
  • Board minutes for company secretary resignation
  • Board minutes resolving to remove a company secretary
  • Board minutes for resignation of director and company secretary
  • Board minutes for director and company secretary resignation due to retirement
  • Board minutes for director and company secretary resignation due to ill health
  • Board minutes for director and company secretary resignation to take up new position
  • Board minutes for vacation of office by director and company secretary due to death
  • Board minutes for corporate director resignation
  • Board minutes for corporate secretary resignation
  • Board minutes resolving to remove a corporate secretary
  • Board minutes for corporate director and company secretary resignation
  • Board minutes for change of director/secretary details
  • Board minutes for change of corporate director/secretary details
  • Board minute resolving to furlough a director / directors
  • Board minutes for resignation of auditor
  • Board minutes to recommend change of company name by special resolution
  • Board minutes for change of company name by provision in the articles of association
  • Board minutes to record shareholder approval of change of company name
  • Board minutes resolving to approve a share transfer
  • Board minutes resolving to allot new shares
  • Board minutes for issue of bonus shares with shareholder approval
  • Board minutes for issue of bonus shares with no shareholder approval
  • Board minutes to recommend share split subject to shareholder approval
  • Board minutes to recommend share split into multiple share classes
  • Board minutes to recommend share consolidation subject to shareholder approval
  • Board minutes resolving to create a new share class
  • Board minutes to recommend reclassification of a share class
  • Board minutes to recommend variation of share class rights
  • Board minutes resolving to call an amount unpaid on shares
  • Board minutes resolving to propose purchase of own shares
  • Board minutes recommending a purchase of own shares out of capital
  • Board minutes to accept application for membership to a company limited by guarantee
  • Board minutes to approve redemption of shares funded from distributable profits
  • Board minutes to approve redemption of shares funded by new share issue
  • Board minutes to approve redemption of shares funded from profits and new share issue
  • Board minutes recommending a share redemption out of capital
  • Board minutes resolving to authorise a share cancellation
  • Board minutes to recommend share reclassification and new class rights
  • Board minutes to recommend share reclassification and variation of rights
  • Board minutes resolving to allot shares via a rights issue
  • Board minutes to allot shares where a new share class is created
  • Board minutes to recommend share reclassification
  • Board minutes recommending a share capital reduction by cancelling/repaying shares supported by a solvency statement
  • Board minutes recommending a share capital reduction by reducing nominal value supported by a solvency statement
  • Board minutes to set up a share option scheme subject to shareholder approval
  • Board minutes to grant share options under an EMI scheme subject to shareholder approval
  • Board minutes to grant share options under a CSOP scheme subject to shareholder approval
  • Board minutes to grant share options under a SAYE scheme subject to shareholder approval
  • Board minutes to grant share options under an unapproved share option scheme subject to shareholder approval
  • Board minutes to grant share options under an EMI scheme without shareholder approval
  • Board minutes to grant share options under a CSOP scheme without shareholder approval
  • Board minutes to grant share options under a SAYE scheme without shareholder approval
  • Board minutes to grant share options under an unapproved share option scheme without shareholder approval
  • Board minutes to allot new shares on exercise of share options
  • Board minutes to transfer shares out of treasury on exercise of share options
  • Board minutes resolving to create a new membership class
  • Board minutes recommending change of share class name
  • Board minutes recommending a change in membership class rights
  • Board minutes to recommend change of membership class name and rights
  • Board minutes resolving to issue convertible loan notes
  • Board minutes to approve the addition of a known confirmed individual PSC
  • Board minutes to approve statement in PSC register for unconfirmed individual PSC
  • Board minutes to approve statement in PSC register for unknown individual PSC
  • Board minutes to approve the addition of a known confirmed RLE or government body
  • Board minutes to approve the removal of a known confirmed individual PSC
  • Board minutes to approve the removal of an unconfirmed individual PSC
  • Board minutes to approve withdrawal of statement in PSC register after removal of an unknown individual PSC
  • Board minutes to approve removal of a known RLE or government body
  • Board minute to approve the removal of a known confirmed PSC or RLE or government body with unconfirmed changes
  • Board minutes for change of PSC/RLE details
  • Board minutes to record a change to the nature of control of a PSC or RLE
  • Board minutes approving issue of restrictions notice to individual or relevant legal entity
  • Board minutes approving issue of warning notice for individual or relevant legal entity
  • Board minutes approving issue of warning notice to a third party
  • Board minutes approving issue of withdrawal notice to individual or relevant legal entity
  • Board minutes approving PSC information request to a third party
  • Board minutes approving PSC information request to an individual or relevant legal entity
  • Board minutes to approve registration of a mortgage or charge with Companies House
  • Board minutes to approve notification of Companies House of satisfaction of mortgage or charge
  • Board minutes to approve notification of Companies House of release of mortgage or charge
  • Board minutes approving the adoption of a new company seal
  • Board minutes to file re-registration from private limited company to public company
  • Board minutes to file re-registration from public company to private limited company
  • Board minutes to recommend re-registration from private limited company to public company
  • Board minutes to recommend re-registration from public company to private limited company
  • Board minutes to strike off the company
  • Board minutes to propose the company enters into creditors' voluntary liquidation
  • Board minutes to propose the company enters into members' voluntary liquidation
  • Board minutes to approve a company loan to a director
  • Board minutes to approve execution of a deed
  • Board minutes to approve a deed of release (of an outstanding debt)
  • Board minutes to approve appointment of an alternate director
  • Board minutes to record removal of an alternate director
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  • Written directors' resolution to change registered office address
  • Written directors' resolution to change accounting reference date
  • Written directors' resolution to approve micro-entity accounts
  • Written directors' resolution to approve annual accounts
  • Written directors' resolution to create SAIL address
  • Written directors' resolution to change SAIL address
  • Written directors' resolution to change the location of statutory records
  • Written directors' resolution to appoint a director
  • Written directors' resolution to appoint a secretary
  • Written directors' resolution to appoint officer as director and secretary
  • Written directors' resolution to appoint a corporate director
  • Written directors' resolution to appoint a corporate secretary
  • Written directors' resolution officer as corporate director and secretary
  • Written directors' resolution to remove a company secretary
  • Written directors' resolution to remove a corporate secretary
  • Written directors' resolution to approve a share transfer
  • Written directors' resolution to allot new shares
  • Written directors' resolution to allot shares via a rights issue
  • Written directors' resolution to create a new share class
  • Written directors' resolution to allot shares where a new share class is created
  • Written directors' resolution to call an amount unpaid on shares
  • Written directors' resolution to authorise cancellation of shares held in treasury
  • Written directors' resolution to create a new membership class
  • Written directors' resolution to issue convertible loan notes
  • Written directors' resolution to approve registration of a mortgage or charge with Companies House
  • Written directors' resolution to approve notification of Companies House of satisfaction of mortgage or charge
  • Written directors' resolution to approve notification of Companies House of release of mortgage or charge
  • Written directors' resolution to strike off the company
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  • Share certificate
  • Membership certificate
  • Share option certificate
  • Dividend voucher
  • Dividend waiver
  • Form J30 - stock transfer form for fully paid shares
  • Form J10 - stock transfer form for unpaid and partly paid shares
  • CS01 - Confirmation statement (submitted electronically)
  • LL CS01 - Confirmation statement (for LLPs, submitted electronically)
  • AA01 - Change of accounting reference date (submitted electronically)
  • LL AA01 - Change of accounting reference date (for LLPs, submitted electronically)
  • AA02 - Dormant company accounts (submitted electronically)
  • AP01 - Appointment of director (submitted electronically)
  • LL AP01 - Appointment of member of limited liability partnership (submitted electronically)
  • AP02 - Appointment of corporate director (submitted electronically)
  • LL AP02 - Appointment of corporate member of a limited liability partnership (submitted electronically)
  • AP03 - Appointment of secretary (submitted electronically)
  • AP04 - Appointment of corporate secretary (submitted electronically)
  • CH01 - Change of director's details (submitted electronically)
  • LL CH01 - Change of LLP member's details (submitted electronically)
  • CH02 - Change of corporate director's details (submitted electronically)
  • LL CH02 - Change of LLP corporate member's details (submitted electronically)
  • CH03 - Change of secretary's details (submitted electronically)
  • CH04 - Change of corporate secretary's details (submitted electronically)
  • TM01 - Termination of appointment of director (submitted electronically)
  • LL TM01 - Termination of appointment of LLP member (submitted electronically)
  • TM02 - Termination of appointment of secretary (submitted electronically)
  • AD01 - Change of registered office address (submitted electronically)
  • LL AD01 - Change of registered office address (for LLPs, submitted electronically)
  • AD02 - Notification of SAIL address (submitted electronically)
  • LL AD02 - Notification of SAIL address (for LLPs, submitted electronically)
  • AD03 - Change to location of company records to the SAIL (submitted electronically)
  • LL AD03 - Change to location of company records to the SAIL (for LLPs, submitted electronically)
  • AD04 - Change of location of company records to the registered office (submitted electronically)
  • LL AD04 - Change of location of company records to the registered office (for LLPs, submitted electronically)
  • SH01 - Return of allotment of shares (submitted electronically)
  • SH02 - Notice of consolidation, sub-division, redemption of shares or re-conversion of stock into shares
  • SH03 - Return of purchase of own shares
  • SH04 - Notice of sale or transfer of treasury shares
  • SH05 - Notice of cancellation of treasury shares
  • SH06 - Notice of cancellation of shares
  • SH07 - Notice of cancellation of shares held by or for a public company
  • SH08 - Notice of name or other designation of class of shares
  • SH10 - Notice of particulars of variation of rights attached to shares
  • SH11 - Give notice of a new class of members
  • SH12 - Give notice of particulars of variation of class rights
  • SH13 - Give notice of name or other designation of class of members
  • SH19 - Statement of capital when reducing capital in a company
  • IN01 - Application to register a company (submitted electronically)
  • LL IN01 - Application to register a limited liability partnership (submitted electronically)
  • NM01 - Notice of change of name by resolution (submitted electronically)
  • LL NM01 - Notice of change of name of a limited liability partnership (submitted electronically)
  • NM04 - Notice of change of name by means provided for in the Articles (submitted electronically)
  • PSC01 - Give notice of individual person with significant control (submitted electronically)
  • LL PSC01 - Give notice of individual person with significant control (for LLPs, submitted electronically)
  • PSC02 - Give notice of relevant legal entity with significant control (submitted electronically)
  • LL PSC02 - Give notice of relevant legal entity with significant control (for LLPs, submitted electronically)
  • PSC03 - Give notice of other registrable person with significant control (submitted electronically)
  • LL PSC03 - Give notice of other registrable person with significant control (for LLPs, submitted electronically)
  • PSC04 - Give notice of change of details for person with significant control (submitted electronically)
  • LL PSC04 - Give notice of change of details for person with significant control (for LLPs, submitted electronically)
  • PSC05 - Give notice of change of details for relevant legal entity with significant control (submitted electronically)
  • LL PSC05 - Give notice of change of details for relevant legal entity with significant control (for LLPs, submitted electronically)
  • PSC06 - Give notice of change of details of other registrable person with significant control (submitted electronically)
  • LL PSC06 - Give notice of change of details of other registrable person with significant control (for LLPs, submitted electronically)
  • PSC07 - Give notice ceasing to be a person with significant control (submitted electronically)
  • LL PSC07 - Give notice ceasing to be a person with significant control (for LLPs, submitted electronically)
  • PSC08 - Give notice of PSC statements (submitted electronically)
  • LL PSC08 - Give notice of PSC statements (for LLPs, submitted electronically)
  • PSC09 - Give notice of update to PSC statements (submitted electronically)
  • LL PSC09 - Give notice of update to PSC statements (for LLPs, submitted electronically)
  • MR01 - Register a new mortgage or charge (submitted electronically)
  • LL MR01 - Register a new mortgage or charge (for LLPs, submitted electronically)
  • MR02 - Register a mortgage or charge attached to property or undertaking newly acquired (submitted electronically)
  • LL MR02 - Register a mortgage or charge attached to property or undertaking newly acquired (for LLPs, submitted electronically)
  • MR04 - Register a statement of full or partial mortgage or charge satisfaction (submitted electronically)
  • LL MR04 - Register a statement of full or partial mortgage or charge satisfaction (for LLPs, submitted electronically)
  • MR05 - Register a statement of full or partial mortgage or charge release (submitted electronically)
  • LL MR05 - Register a statement of full or partial mortgage or charge release (for LLPs, submitted electronically)
  • LL DE01 - Notice of change of status of a limited liability partnership
  • DS01 - Striking off application by a company
  • LL DS01 - Striking off application by an LLP
  • DS02 - Withdrawal of striking off application by a company
  • LL DS02 - Withdrawal of striking off application by an LLP
  • Directors' solvency statement in support of a share capital reduction
  • Directors' compliance statement made for a share capital reduction
  • Directors' solvency statement in support of winding up the company
  • Directors' solvency statement for purchase of own shares out of capital
  • Public notice for purchase of own shares out of capital
  • Directors' solvency statement for a share redemption out of capital
  • Public notice for a share redemption out of capital
  • Memorandum of terms of loan to a director
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  • Letter notifying change of registered office address to tax office
  • Letter informing HMRC that a new company will be dormant
  • Letter giving notice of auditor's resignation to Companies House
  • Letter consenting to act as a director
  • Letter consenting to act as a secretary
  • Letter consenting to act as a director and secretary
  • Letter consenting to act as a corporate director
  • Letter consenting to act as a corporate secretary
  • Letter consenting to act as a corporate director and secretary
  • Letter of resignation for a company secretary
  • Letter of resignation for a director
  • Letter of resignation for company auditors
  • Shareholders' letter requesting that the company obtain an audit
  • Letter to auditors informing them of proposal to change company name
  • Covering letter to Companies House when filing shareholder resolutions
  • Covering letter notifying of a strike off application
  • Covering letter notifying of a strike off withdrawal
  • Letter notifying company of appointment of an alternate director
  • Letter notifying company of intention to revoke the appointment of an alternate director
  • Invitation letter to an existing shareholder to apply for new shares
  • Shareholder's application letter for new shares
  • Option holder's letter exercising share options
  • Notification of allotment of shares letter
  • Notification of allotment of shares on exercise of share options
  • Notification of transfer of shares out of treasury on exercise of share options
  • Letter to shareholders and notice of general meeting to propose re-registration from private limited company to public company
  • Letter to shareholders and notice of general meeting to propose re-registration from public to private company
  • Notification of acceptance of application for membership of company limited by guarantee
  • Letter to Companies House confirming change to or replacement of articles of association
  • Letter to Companies House objecting to unauthorised use of registered office address
  • Letter responding to Companies House notice to change registered office address
  • Written notice of a director's interest in a proposed loan
  • Written notice of a director's interest in a proposed loan to a connected person
  • Furlough Notice and Reply
  • Section 790D notice and reply for a Person with Significant Control
  • Section 790D notice and reply for a Relevant Legal Entity
  • Section 790D notice and reply for a third party
  • Section 790E notice and reply - for an individual who may no longer be a registrable person
  • Section 790E notice and reply - for a legal entity that may no longer be a registrable entity
  • Section 790E notice and reply - registrable person
  • Section 790E notice and reply - relevant legal entity
  • PSC warning notice - following S790D information request
  • PSC warning notice - following S790E information request
  • PSC restrictions notice - following S790D information request
  • PSC restrictions notice - following S790E information request
  • PSC withdrawal notice following S790D/E information request
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  • Notice of annual general meeting (AGM)
  • Form of proxy for AGM
  • Notice of general meeting
  • Notice of general meeting to change company name
  • Shareholder's resolution to change company name via a general meeting
  • Minutes of general meeting to change company name
  • Shareholder's resolution to appoint auditors via a general meeting
  • Shareholder's resolution to remove and replace auditors via a general meeting
  • Shareholders' resolution to approve a dividend via a general meeting
  • Shareholders' resolution to appoint a director via a general meeting
  • Shareholders' resolution to appoint a corporate director via a general meeting
  • Shareholders' special resolution to remove a provision in the articles requiring a company secretary
  • Special notice of a general meeting to remove a director
  • Shareholders' resolution to remove a director via a general meeting
  • Special notice of a general meeting to remove officer as director and secretary
  • Shareholders' resolution to remove officer as director and secretary
  • Special notice of a general meeting to remove a corporate director
  • Shareholders' resolution to remove a corporate director via a general meeting
  • Special notice of a general meeting to remove officer as corporate director and secretary
  • Shareholders' resolution to remove officer as corporate director and secretary
  • Shareholders' special notice to company to remove and replace auditor
  • Notice of general meeting to remove and replace auditor
  • Minutes of general meeting to remove and replace auditor
  • Shareholders' ordinary resolution to remove authorised share capital restriction
  • Shareholders' ordinary resolution to give directors the authority to allot shares
  • Shareholders' special resolution to waive pre-emption rights on allotment of new shares
  • Shareholders' resolution to amend articles of association for new share class and to waive pre-emption rights on allotment of new shares
  • Shareholders' resolution to approve bonus share issue via a general meeting
  • Shareholders' resolution to split shares via a general meeting
  • Shareholders' resolution to split shares into multiple classes via a general meeting
  • Shareholders' resolution to consolidate shares via a general meeting
  • Shareholders' resolution to change name of share class or share type via a general meeting
  • Shareholders' resolution to approve new articles of association to support share class changes via a general meeting
  • Shareholders' resolution to authorise purchase of own shares via a general meeting
  • Shareholders' resolution approving a purchase of own shares out of capital via a general meeting
  • Shareholders' resolution approving a share redemption out of capital via a general meeting
  • Shareholders' resolution to approve a share capital reduction by cancelling shares supported by a solvency statement
  • Shareholders' resolution to approve a share capital reduction by reducing nominal value supported by a solvency statement
  • Shareholders' resolution to approve reclassification and new articles of association via a general meeting
  • Shareholders' resolution to approve share reclassification via a general meeting
  • Shareholders' resolution to set up a share option scheme
  • Shareholders' resolution to grant new share options
  • Members' resolution to approve change of membership class name via a general meeting
  • Members' resolution to approve new articles of association and change of membership rights via a meeting
  • Members' resolution to approve new articles of association and change of class name and rights via a meeting
  • Shareholders' resolution to amend articles of association
  • Shareholders' resolution to replace articles of association
  • Shareholders' resolution to approve re-registration of private limited company to public company
  • Shareholders' resolution to approve re-registration of public company to private company
  • Shareholders' resolution to enter into creditors' voluntary liquidation
  • Shareholders' resolution to enter into members' voluntary liquidation
  • Shareholders' resolution to approve a company loan to a director
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  • Written shareholders' resolution to change company name
  • Written shareholders' resolution to appoint an auditor
  • Written shareholders' resolution to approve a dividend
  • Written shareholders' resolution to appoint a director
  • Written shareholders' resolution to appoint a corporate director
  • Written shareholders' special resolution to remove a provision in the articles requiring a company secretary
  • Shareholder special notice to company to remove a director
  • Shareholder special notice to company to remove officer as director and secretary
  • Shareholder special notice to company to remove a corporate director
  • Shareholder special notice to company to remove officer as corporate director and secretary
  • Written shareholders' resolution to remove authorised share capital restriction
  • Written shareholders' resolution to give directors the authority to allot shares
  • Written shareholders' resolution to amend the articles of association for new share class and to waive pre-emption rights on allotment of new shares
  • Written shareholders' resolution to approve bonus share issue
  • Written shareholders' resolution to split shares
  • Written shareholders' resolution to split shares into multiple classes
  • Written shareholders' resolution to consolidate shares
  • Written shareholders' resolution to change name of share class or share type
  • Shareholders' written class consent to variation of class rights
  • Written shareholders' resolution to approve new articles of association related to share class changes
  • Written shareholders' resolution to authorise purchase of own shares
  • Written shareholders' resolution approving a purchase of own shares out of capital
  • Written shareholders' resolution approving a share redemption out of capital
  • Shareholders' written class consent to new share class rights
  • Written shareholders' resolution to approve share reclassification and new articles of association
  • Written shareholders' resolution to approve share reclassification
  • Written shareholders' resolution to approve a share capital reduction by cancelling shares supported by a solvency statement
  • Written shareholders' resolution to approve a share capital reduction by reducing nominal value supported by a solvency statement
  • Written shareholders' resolution to set up a share option scheme
  • Written shareholders' resolution to grant new share options
  • Written members' resolution approving change of membership class name
  • Written members' resolution to approve new articles of association and change of membership rights
  • Written members' resolution to approve new articles of association and change of class name and rights
  • Written members' class consent to change of membership class rights
  • Written members' class consent to change of membership class name and rights
  • Written shareholders' resolution to amend articles of association
  • Written shareholders' resolution to replace articles of association
  • Written shareholders' resolution to approve a company loan to a director
  • Written shareholders' resolution to ratify prior decisions of a sole director
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  • Register of Directors
  • Register of Directors’ Residential Addresses
  • Register of Secretaries
  • Register of Members / Register of Shareholders
  • Register of People with Significant Control
  • Register of PSCs' Usual Residential Addresses
  • Register of Allotments of Shares
  • Register of Transfers of Shares
  • Register of Capital Reorganisations
  • Register of Share Classes
  • Register of Option Holders
  • Register of Mortgages & Charges
  • Register of Members (of a company limited by guarantee)
  • Register of Membership Transfers (of a company limited by guarantee)
  • Register of Membership Classes (of a company limited by guarantee)
  • Register of LLP Members
  • Register of LLP Members’ Residential Addresses
  • Register of Company Name Changes
  • Filing due dates report
  • Confirmation statement due report
  • Accounts due dates report
  • VAT return due dates report
  • Current portfolio screen report
  • Company details report
  • Registered office addresses report
  • SAIL addresses report
  • SIC codes report
  • Current persons report
  • Officers report
  • PSCs report
  • Current shareholders report
  • Current members report
  • Option holders report
  • Share transactions report
  • Dividends paid report
  • Certificates report
  • Share classes report
  • Capitalisation table (Cap table)
  • Addresses report
  • Service addresses report
  • Residential addresses report
  • Shareholder contact addresses report
  • Alerts, notifications and activity report
  • Alerts and notifications report
  • Activity report
  • Outstanding pending approvals report
  • Notes report
  • Mortgages and charges report
  • Users report
  • Invoices report
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Documents at your fingertips

When you complete a transaction in Inform Direct, our clever software will suggest documents that may be required and you can choose which ones you want.

No more time wasted working out what documents you need or hunting down a suitable template.

The documents you produce will be pre-populated with information you’ve already entered, so you won’t need to type it all in again.

All documents are created automatically for you in Word, so if you need to make any changes it’s really easy to do so.

Compliant Documents

All documents have been created and reviewed by our company secretarial experts, so you can be confident the documents you produce will be consistent with the Companies Act 2006.

Cost Effective

You can purchase individual documents for £5 each. Alternatively, as part of a single monthly payment, subscription users can produce as many documents as they need without any further charge.

Personal Document Library

Every document you produce is saved to your personal document library. So you'll have a full history of the documents you've created for a company and easily be able to find them again if you need to.

Being compliant has never looked so good!

As well as being fully compliant, every document created in Inform Direct looks stylish and professional, allowing you to make a great impression with your clients or shareholders. You can choose to add a company’s logo to lots of documents, helping to make them even more special.

board-minute
j30
shareholders-resolution
consent-to-act

Inform Direct's report wizard makes it easy for you to review the company records for all of your clients

Reports screen

In addition to producing the various documents and registers Inform Direct allows subscribers to generate reports showing the information held across your portfolio.  There are over 30 different reports you can choose from.

The reports cover:

  • Companies House filing dates
  • Company details
  • Registered office addresses
  • Officers and PSCs
  • Addresses
  • Shareholders and their shareholdings
  • Share transactions
  • Share options
  • Dividends paid
  • Mortgages and charges
  • Alerts and notifications
  • Your portfolio screen information
  • Users
  • Invoices

 

The reports are produced as .xls spreadsheets with headings and formatting that allows easy reading.  You can also sort, filter and edit the produced reports as required.

You can generate reports across all of your portfolio or just for one or a selection of the companies in your portfolio.  You can also apply a date range to some of the reports, including the Companies House filing dates reports, the alerts and notifications report and the invoices report.

Companies House filing due dates report

As well as producing a wide range of invaluable documents, Inform Direct includes a flexible and secure online document storage area.

 

 

With Inform Direct you need never worry about losing an important company file again. All the documents relating to companies you manage – from the certificate of incorporation through minutes, resolutions and documents filed with Companies House – can be uploaded, stored, accessed and managed in one place.

With all your data safely stored and backed up in the cloud, a broken laptop or lost mobile phone won’t mean you’ve lost important company documents  – and you’ll never have the hassle of storing and keeping track of paper documents.

Document library 1
Add file to document library

There are 4 ways to upload company documents:

  1. Upload a single file
  2. Drag and drop one or many files from your computer
  3. Email files directly to your document library
  4. All the documents you create in Inform Direct are automatically uploaded for you

We support most common file types, so you can upload all a company’s key documents, and accountants can even add client correspondence.

Subscribers can save up to 250MB of data for each company they manage. That’s the equivalent of 5,000 standard Word files, so you won’t need to worry about running out of space. We don’t want to sell you extra storage space, just peace of mind.

 

Finding documents you’ve saved is simplicity itself. You can choose to tag a document with its type, what it’s about and the company it relates to. Inform Direct has a versatile range of pre-prepared tags you can use, but you can also create your own personalised categories to tag documents with.

You can apply multiple tags and also tag multiple documents at once, helping you save time if you’ve got a lot of files to save. Talking of time-saving, it couldn’t be simpler to locate a document you’ve already saved – you can search by company, document type, tag or filename to easily find what you’re looking for.

Bulk tag documents in document library
User-settings-for-document-library

 

 

If you give multiple people access to your Inform Direct account, you’re still in complete control over who can access files.

You can tailor who can see which files for which companies and what your users are allowed to do (add files, edit them, remove documents etc.). It’s easy to set up default permissions, but you can also apply specially tailored rights on particularly sensitive files.