Adding a new Ltd, CIC or LLP
We have a handy feature that allows you to add client's company information very quickly but also accurately!
You can go to Companies House directly and pull this data into your Engager account
Search
Select the company you would like to add
Click on Finish Import - this is going to pull through the basic info about the company, from company reg office, filing data and deadlines.
Click on use officers imported from Companies House
Select the Director
Click on Done
Click on next: Related Businesses
Click on Limited Company Accounts
Click on next: Service details
Check the dates pulled through from Companies House make match your records
Select who's going to be doing each phase of the job
Check frequency is right for each service
Click on next: until you reach External systems
This is where you can link to Qama and BOU to save duplicating info later
Click on next: Terms
Click on next: Summary
You can go to Companies House directly and pull this data into your Engager account
For more information on what the Companies House LINK does - https://engager.zohodesk.eu/portal/en/kb/articles/companies-house-updates-what-we-ll-check-for-you-and-what-you-need-to-do-to-accept-the-change
Head to Clients - New Client - Next
Click on 'import from Companies House'
Type the name or company number
Search
Select the company you would like to add
Click on Finish Import - this is going to pull through the basic info about the company, from company reg office, filing data and deadlines.
Check and update addresses if different from companies house
Click on next: Related individuals & contacts
Click on add
Click on next: Related individuals & contacts
Click on add
Click on use officers imported from Companies House
Select the Director
Click on Done
Click on next: Related Businesses
Click on Limited Company Accounts
Click on next: Service details
Check the dates pulled through from Companies House make match your records
Select who's going to be doing each phase of the job
Check frequency is right for each service
Click on next: until you reach External systems
This is where you can link to Qama and BOU to save duplicating info later
Click on next: Terms
Click on next: Summary
Related Articles
Adding a new client from Companies House
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...Adding contacts / contact only
In Engager, you have your clients broken down into their entities, LTD / Sole Trader / Individual / Director etc. There will be times when you need to add somebody within a company as a Contact Only. You should only use Contact Only, when you provide ...Adding new, Custom Services in Client Engager
There will be times when the ‘services’ listed in your account don’t quite suit your needs - we try and add in plenty to get you started but there will be times when you want to add your custom service. But before you start adding in Custom Services, ...LOE - LLP
[FirmName] [Name] [TradingAddress] Dear [PrimaryContactFirstName], Engagement Letter Thank you for engaging us as your accountants. [PrimaryOfficer] will be your main point of contact and will have primary responsibility for this assignment and the ...Onboarding a client / New Clients (onboarding process)
This is your way of welcoming one of your new clients into your firm. Each company will have their own way of doing things, so you can use our ideas below or keep to your current way of doing this. A good thing here though, is if you haven’t reviewed ...