Every company in order, and the paper trail to prove it.
Start by adding your first client group. You can then add its companies, appointments and filings, and ask the company secretary anything about them.
Overview
Deadlines, next 90 days
No filings tracked yet.
Compliance health
Upcoming filings
Structure
Company secretary
Answers are drawn from your records and cited. Drafts are filled from your appointments and signed through Approvals.
The draft will appear here on paper, ready to review.
Structure chart
Beneficial owners
Computed by multiplying ownership through every layer. Marked where an individual holds 25% or more, the common threshold for UK PSC and EU registers. Confirm local thresholds.
Entities
| Entity | Form | Jurisdiction | Registration no. | Next filing | Status |
|---|
Registers
Compliance calendar
Minute book
Document vault
Approvals
E-signature provider: Not connected. Signatures recorded here are captured with a timestamped audit trail.
Firm view
Each client group is walled off. Client users see only their own group; this view is for partners and company secretaries.
Client groups
| Group | Entities | Overdue | Due in 60 days | Awaiting signature | Unbilled and outstanding |
|---|
Overdue and next 30 days
Workload per team member
Fees per client
Invoicing: Stripe is Not connected. to send invoices with a payment link.
| Client | Description | Hours | Amount | Invoice | Status |
|---|
Settings
Client groups
Integrations
Roles and access
Sign-in is provided by naffe. Access is granted per client group, so nobody sees another client's records.