A one-glance view of each client β€” their details, workload, how quickly they respond to your chases, and your own rating of them. Response times are measured automatically from how long tasks sit in βœ‰ Awaiting client.
Clawdia Β· CoSec Crab
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🐣 New company incorporation

The person or entity instructing you β€” the company itself doesn't exist yet
Leave blank if the name hasn't been decided β€” you can rename later
One click creates the client record (marked Pre-incorporation) and an Incorporate company task with the full sub-task list: Constitution, IC, Section 14, company profile, registers, digital certificate, first board resolution, beneficial owner & SST reminder.

βœ‰ Client reminder email

Add company

Drives Annual Return anniversary (s.68)
Most recent FYE β€” drives FS deadlines (s.258/259, s.340)

Your internal file or billing reference
Who owns this client's filings
Tie related entities together (e.g. a holding company and its subsidiaries) under one group.

Add deadline