We’re thrilled to share a highly anticipated update designed to make your interaction with Inform Direct more comprehensive.
Say hello to instant reminders—without fully importing companies—and seamless onboarding for other business types, including sole traders, non-UK businesses, and charities.
What does this mean for you?
- Never miss an important date: Your portfolio will now display accounts and confirmation statement deadlines for companies at Companies House before you complete the onboarding of the company, as well as VAT dates (if you’ve set them up) for all your UK clients, no matter the business type.
- Enhanced efficiency: Manage all your clients – UK companies, sole traders, non-UK businesses, and charities – in one streamlined system.
Dive into the details to discover how these enhancements can help you stay ahead and deliver an even more exceptional service to your clients through Inform Direct!
There are many benefits to subscribing
From February adding sole traders and other business types to your portfolio is exclusive to subscribers of the software. This is just one of many benefits of an Inform Direct subscription.
1 View All your companies in Your current companies Portfolio view
The ‘Current companies’ section on the portfolio screen is now your central hub for all businesses, including:
Companies House registered companies, both
Fully imported; and,
Where the import process hasn’t been completed
- Other businesses, such as
Sole traders
Non-UK businesses
And more …
By sorting the portfolio screen by dates, you can easily prioritise your next actions, with the most pressing companies appearing right at the top of your list.
2 View publicly available information for companies that are not fully imported
You will now also be able to view publicly available information for companies that are not fully imported, as well as:
- Create notes
- Add custom diary dates
- Add other information as custom fields
- View mortgages
3 Receive alerts and notifications for previously pending companies
- Accounts dates
- Confirmation statement dates
- VAT dates
4 Add other business types and associated contacts
You can now add other business types into Inform Direct, such as sole traders and non-UK businesses, and add contacts and important dates. This means you can now manage your whole portfolio of clients through Inform Direct, through the simple three step process detailed below.
For these companies you will be able to manage:
- VAT Dates
- Notes
- Custom Fields
- Contacts
Step 1. Add the business name
By clicking the ‘Registered at Companies House’ toggle to ‘No’, you can now import your sole traders or other business types to Inform Direct.
Step 2. Add the business Information
This step allows you to add the core information of other business types, such as an office address and VAT dates.
Step 3. Add contacts to business
Add contacts to your businesses to keep all the information you need in one place.
Inform Direct allows you to easily manage the company secretarial work for all of your clients with simple step by step processes and guides to help you.