Settings · Octotax for Accountants
Filing alerts
Know when Companies House accepts a client's accounts or confirmation statement, and tell the client.
Twice a day Octotax checks every client at Companies House. When their accounts or confirmation statement are accepted, your team gets a notification, it's added to the client's history and the tracker moves on to the next period.
- Go to Settings, then Email and reminders.
- Under When Companies House accepts a filing, switch on Also email the client to send them a short confirmation from your firm with their next due date.
Notifications appear under the bell at the top of the app. Choose Mark all read to clear them. Only the practice owner can change this setting.
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