Companies House sync

When you add a limited company with New client, you search Companies House by name or number and the client record fills in from the public register, including the company's details and its filing dates.

Automatic sync

Twice a day, Octotax checks every client with a company number at Companies House and updates their accounts, confirmation statement and Corporation Tax deadlines. You don't need to do anything.

Refreshing now

• One client: open the client and choose Sync Companies House.
• Every client: go to Settings, then Integrations, and choose Full resync. Deadlines across the app refresh shortly afterwards.

When Companies House accepts a client's accounts or confirmation statement, Octotax can tell your team and the client. See Filing alerts.

The Missing client details panel in Practice Manager lists clients whose records have gaps, such as a missing portal email or UTR, an unsigned engagement letter or an incomplete AML check.