Step by Step Guide to Adding a Client in Remindoo Using Companies House
1. Start Adding a New Client 0:00
- Click on the ‘Clients’ button.
- Select ‘Plus New Client’.
2. Import Client Data from Companies House 0:10
- Choose the option to import from Companies House.
- Search for the company’s name.
3. Select the Company and Insert Data 0:18
- Click on the correct company from the search results.
- The system will automatically fill in the data.
4. Enter Engagement Details 0:32
- Input the date the letter of engagement was signed.
- Add the business website and cell phone number.
5. Complete Client Information 0:56
- Click the plus button to add email and authentication code.
- Enter the company’s UDR.
6. Review Company Contacts 1:08
- Click on ‘Contacts’ to view all contacts for the company.
7. Identify People of Significant Control 1:23
- Select contacts who are people of significant control.
8. Set Primary Contact 1:31
- Choose one contact as the primary contact (e.g., Nick).
- Option to delete or edit contacts.
9. Create a Separate Client for Additional Services 1:39
- If a contact (e.g., Nick) needs separate services, create a new client for him.
10. Assign Services to the Client 1:59
- Click ‘Finish’ and select the services (e.g., VAT).
- Assign team members to the services.
11. Add Additional Services and Reminders 2:35
- Add any additional services needed.
- Set reminders (internal for team, external for client).
12. Assign Partners and Service Managers 3:07
- Assign a partner (e.g., Cara) and a service manager (e.g., Susan).
13. Complete AML Questions 3:30
- Answer manual AML questions (yes/no).
- Review risk assessment result.
14. Provide Previous Accountancy Information 4:04
- If applicable, provide information from the previous accountancy firm.
15. Finalize Client Information 4:10
- Specify the client source and relationship.
- Click ‘Next’ to review client information.
16. Access Client Dashboard 4:40
- Once completed, you will be taken to the dashboard.
- Search for your newly created client.
