Guides — FilingIQ

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Guides on using FilingIQ, and articles on the register.

Getting started: load your client book in 10 minutes

From an empty workspace to a fully monitored client book — add companies, group them the way your practice works, and let the register do the updating.

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Setting up deadline alerts that actually help

Alert fatigue is how deadlines get missed with a monitoring tool installed. Configure windows, routing and digests so every alert you get is one you act on.

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Using register-wide prospecting to win new clients

Every company that files its own accounts is on the public register. Here is how to find the ones near you, qualify them with register signals, and reach out well.

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From the register

ECCTA

ECCTA identity verification: what accountants need to know

Identity verification for directors and PSCs is now live at Companies House. What the rules require, how the transition works, and what it means for your client book.

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Deadlines

Confirmation statements: the deadlines that catch firms out

The confirmation statement looks like the easiest filing of the year — which is exactly why its 14-day window is the deadline that most often slips through.

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Product

How FilingIQ scores filing risk

Every company in FilingIQ carries a 0–100 risk score. Here is exactly what goes into it, how the bands work, and why there is no black box anywhere in the model.

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