Every client deadline, tracked and chased for you.
FileAhead keeps track of accounts, tax returns, confirmation statements and VAT quarters for every client. It takes the due dates from Companies House and sends the reminders by email and text, so nothing slips.
- Due dates filled in from Companies House, every night
- Reminders by email and text, on a schedule you set
- Your whole team, each with the access they need
YourFirm
Set up in an afternoon, then let it run
No spreadsheets to keep up to date and no diary reminders to chase.
Add your clients
Import them from a spreadsheet, or add a company number and the rest fills in from Companies House: year end, due dates and directors.
Deadlines appear automatically
Accounts, tax returns, confirmation statements and VAT quarters are worked out for each client and roll on to the next year by themselves.
Reminders go out on time
Clients get friendly reminders by email and text until they send what you need. You see who has replied and who is running late.
Everything a practice needs to stay ahead
Companies House sync
Due dates, company status and directors are checked every night, so your records stay right without anyone typing them.
Email and text reminders
Automatic reminders on a set schedule, with a daily limit so clients are never flooded. Texts use prepaid SMS credits.
Stages for every job
Follow each set of accounts from records requested to filed, with your own extra stages where you need them.
MTD and VAT quarters
Switch on VAT tracking for the clients who need it and every quarter is listed, chased and ticked off.
Your team, your rules
Give each person exactly the access they need with simple tickboxes. Every change is recorded with who made it.
Reports and exports
See failed sends, client status and missing records at a glance, and export any list to a spreadsheet.
Ready to get ahead of your deadlines?
Choose a package and you could be set up today. Or see it first with a short online demo.