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Client reminders
Confirmation Statement Reminders for Clients
One date per company, spread across the whole year, is easy to lose track of.
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Quick answer
A confirmation statement reminder prompts a client, or the responsible team member, ahead of the annual due date so the filing happens within the 14-day window rather than being noticed late. Because the date doesn't align with year end, it needs its own reminder cycle rather than riding on other compliance work.
What is a confirmation statement reminder and why does it matter?
It's a reminder tied to each company's own confirmation statement due date, sent ahead of time so the statement is filed within the 14-day window Companies House allows.
A confirmation statement must be filed at least once every 12 months, within 14 days of the end of the review period. Unlike accounts, this date doesn't move with a company's year end, so it needs its own reminder rather than piggybacking on year-end work.
For a practice with many limited company clients, that's a constant, rolling set of dates spread across the whole calendar rather than one busy season, which makes individual statements easy to overlook between bigger compliance deadlines.
Why confirmation statement reminders costs UK practices clients
We missed a confirmation statement for a client whose review period ended in a quiet month, precisely because it was quiet — there was no other deadline that week to prompt anyone to check the calendar. The statement went unfiled past the 14-day window, and the client received a strike-off warning letter from Companies House.
The client wasn't at risk of any real penalty in the end, but the letter itself was alarming, and the trust it cost us was real. They asked, fairly, how something so routine could be missed, and we didn't have a good answer beyond 'it fell outside our normal deadline rhythm'.
That's the specific risk with confirmation statements: because they don't cluster around a busy period like year end or January, they rely entirely on a calendar or reminder system that treats every month equally, rather than only the busy ones.
- Confirmation statement due date falls in a quiet month
- No other deadline prompts anyone to check
- Date passes unnoticed within the 14-day window
- Companies House issues a warning
- Client receives an alarming letter directly
- Leak: Trust in the practice's compliance oversight drops
Signs you have this problem
- Confirmation statement dates live in a general diary rather than a dedicated tracker
- Reminders only happen to line up with other, busier deadlines
- A client has received a Companies House reminder or warning before the practice noticed
- There's no single view of every company's confirmation statement date across the year
- The team relies on Companies House's own reminder rather than the practice's own
- Nobody could say, without checking, which client's statement is due next
How to set up confirmation statement reminders: step by step
- 1
List every limited company client's review period end date
Pull these from Companies House records for each client so nothing is estimated.
- 2
Set a reminder ahead of the 14-day window
Prompt the team roughly three weeks before the due date, not on the day itself.
- 3
Confirm company details are still accurate
Check registered office, officers, and shareholders are correct before filing.
- 4
File within the 14-day window
Submit the statement as soon as details are confirmed, rather than waiting until the window is nearly closed.
- 5
Send a follow-up if anything is outstanding
If a client needs to confirm a change before filing, a short follow-up reminder keeps this from slipping.
- 6
Log the filing and set next year's reminder
Once filed, schedule the reminder for the following year's due date immediately.
Confirmation statement client reminder email
Use when a client needs to confirm or provide information before the statement can be filed.
Copy and adapt
Subject: Your confirmation statement is due soon Hi [Client name], Your company's confirmation statement is due by [due date]. Before we file, could you confirm the following are still correct: - Registered office address - Details of directors and shareholders - Nature of business (SIC code) If anything has changed, please let us know as soon as possible so we can update the filing accordingly. If everything is unchanged, just reply to confirm and we'll take care of the rest.
How Remindoo automates confirmation statement reminders
Companies House sync pulls each company's filing deadlines directly, so confirmation statement due dates don't need to be tracked in a separate spreadsheet or diary. Recurring tasks and automated reminders trigger ahead of each client's own due date, spread naturally across the year rather than clustering around a single busy period. Internal deadlines can sit ahead of the external 14-day window, giving the team a buffer to confirm details with the client before filing. The client timeline and centralised client information keep officer, shareholder and address details in one place, ready to check before each statement is filed, and reminders continue automatically year after year without needing to be re-set.
Companies House sync
Import company details and filing deadlines.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureClient timeline
Full history of notes, emails and actions.
See featureCentralised client information
Services, documents and notes in one record.
See featureWhat changes when you fix it?
| Area | Spreadsheets, inbox and memory | With Remindoo |
|---|---|---|
| Tracking dates | General diary or memory | Pulled from Companies House sync |
| Reminder timing | Only near other busy deadlines | Spread across the year per client |
| Details check | Assumed unchanged | Confirmed with client before filing |
| Missed statements | Discovered via Companies House letter | Flagged internally ahead of the window |
| Recurrence | Reset manually each year | Automatic year-on-year reminder |
See it working with your own clients
A 30-minute walkthrough using your leads, services and deadlines.
What happens if a confirmation statement isn't filed?
Companies House can take steps to strike the company off the register if a confirmation statement remains overdue, alongside more immediate warning notices.
| Stage | What happens |
|---|---|
| Review period ends | 14-day window to file begins |
| Statement filed within 14 days | Company remains in good standing |
| Statement overdue | Companies House may send a warning letter |
| Overdue and unresolved | Companies House can begin strike-off action |
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
How often must a confirmation statement be filed?
At least once every 12 months, within 14 days of the end of the review period, regardless of the company's year end.
Does the confirmation statement date change with the accounting year end?
No, it's set by Companies House based on the company's incorporation date or the last statement filed, independent of the accounting year end.
What details need checking before filing?
Registered office address, officer and shareholder details, and the company's nature of business (SIC code).
Can reminders be sent for every company client automatically?
Yes, once each company's due date is captured, reminders can be scheduled to repeat automatically every year.
What's the risk of missing the deadline?
Companies House can send warning letters and, if left unresolved, begin the process of striking the company off the register.
Should the client be reminded, or just the internal team?
Both: an internal reminder gives the team time to check details, and a client reminder confirms nothing has changed before filing.
Is filing a confirmation statement the same as filing accounts?
No, they're separate filings with separate deadlines, though both are made with Companies House.
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Sources
Comparing options? Read our guide to accounting practice management software.
Last updated: . General guidance, not regulatory advice.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
