Every company secretarial filing, direct to Companies House.

Confirmation statement software: review, update and submit the annual confirmation statement, filed direct to Companies House. Inform Direct files more CS01s than any other software provider.

Officer changes (examples, AP01, TM01): appoint and terminate directors, secretaries and LLP members electronically, with date-of-birth and address validation before submission.

Share allotments (SH01): file new share allotments directly, with automatic statement-of-capital calculation.

PSC register: maintain and file PSC (Persons with Significant Control) notifications, including initial notifications, changes and cessations.

Registered office changes: AD01 filed electronically, accepted at Companies House.

Rejection intelligence: when a filing is rejected, Inform Direct surfaces the reason and guides the correction, preventing the delays and cost of failed submissions.

Company accounts: Inform Direct supports preparation and direct Companies House submission of micro-entity and dormant accounts, iXBRL tagging, and — for subscribers with their own presenter code — submission of a full range of accounts including small, medium, full, abridged, and group accounts.

Mortgages and charges: Inform Direct supports registration of new mortgages and updating of existing charges with Companies House (MR01, MR02, MR04, MR05)

Reporting: Inform Direct generates 30+ exportable Excel reports covering filing due dates, company details, officers, PSCs, shareholders, share transactions, dividends, mortgages, and charges.

Document templates: Inform Direct has over 400 document templates, pre-populated from transaction data, covering board minutes, resolutions, certificates, letters, and forms.

Companies House forms: Inform Direct supports 50+ forms for limited companies and 20 for LLPs, covering share reorganisations, charges, striking off, and more.

Strike-off support: Inform Direct handles the company strike-off process, producing the required documents (DS01/DS02).

Client access and user roles: Practices can give clients or third parties access to their company data, with five distinct user roles and granular permissions per company.

Share allotments and transfers: record allotments and transfers with full detail (consideration, date and certificate numbers) that feeds the register and the Companies House filing.

Multiple share classes: manage Ordinary, Preference and A/B class structures and deferred shares, with separate records per class.

Dividend vouchers: produce a dividend voucher for each shareholder directly from the register, calculated from the declared amount and holding percentage.

Board minutes: generate the board minute approving the dividend in the same workflow as the vouchers.

Share certificates: produce share certificates pre-populated with holder details, certificate number and class, ready to issue.

PSC register: PSC entries are maintained alongside the share register, with prompts to the user when shareholding thresholds are crossed.

Share options: Wizards handle granting options, with option certificates, and exercising them. On exercise, you can produce share certificates for the new shares, and Companies House is notified automatically.

Share reorganisations: Splits, consolidations, redemptions, conversions and cancellations, all wizard guided. Matching Companies House forms (SH02, SH06, SH08, SH19) are produced for you.

Share buybacks: Buying back shares into treasury auto-populates form SH03, with SH06/SH07 for cancellations. Selling or transferring treasury shares later generates SH04, and SH05 covers cancelling treasury shares.

Dividend tax calculations: Each shareholder's dividend amount is worked out automatically.

Portfolio-level deadline view: every upcoming confirmation statement deadline in one dashboard, sorted by urgency, with days remaining shown per company.

Pre-populated with information on file: shareholders and SIC codes are pulled in, where appropriate, so you review rather than re-enter.

SIC code verification: flags when the SIC code on record at Companies House doesn’t match the current trading activity you’ve recorded.

Electronic submission: once reviewed, the CS01 is filed electronically, with acceptance logged against the company typically within minutes.

Supports all major UK company types: including private companies limited by shares, companies limited by guarantee, PLCs and LLPs.

Formation packages and add-ons: Inform Direct offers a tiered range of packages, from a basic digital-only option through to a premium tier with hard-copy documents and address services built in. Beyond the packages themselves, individual add-ons (such as VAT registration support, a domain name, printed documents, a company stamp and seal, and bound company registers) can be layered on to match what a particular client actually needs.

Company name check: search the Companies House register for availability before you commit, with similar names flagged to avoid rejection.

Director and shareholder setup: enter directors, shareholders, share classes and initial allotments as part of the formation, so the register is accurate from day one.

Articles of association: choose standard model articles or upload bespoke articles as part of the formation.

Registered office address: Ability to use a London-registered office address as an add-on.

Reuse of common details: If the same person is a director, shareholder, secretary and PSC, their details only need to be entered once. Similarly, a shared address only needs entering once.