Changelog
Every new feature and improvement, on the day it reaches you.
A Companies House filing task lists what the company's record is missing before the form can be made, such as a director's date of birth, and simple details can be filled in there. Personal details can only be added by someone with access to personal data.
Connect your Board Intelligence board portal from Integrations and link each entity to a shelf. Directors in office are given access, and upcoming board meetings arrive as unpublished packs with their agendas, ready for you to publish in the portal.
Add a filing made on a website as your own web form, list the fields the website asks for in its order, and pick a company to see its values ready to copy across. Personal details show only to people allowed to see them.
An entity's Registrations page files forms with France's INPI Guichet unique, the New Zealand Companies Office and the Hong Kong Companies Registry, under your organisation's own registry account. Each filing is shown as the registry will receive it before it is sent.
The Data mapping tab on each filing form lists every box in the form's own words, the field that fills it and what it prints for a chosen company. On your own PDF, IQ proposes a field per box, boxes can be drawn on flat forms, and it downloads filled.
The Who can sign? tab on an entity's Authorities page takes what is being signed, an amount and a date, and answers in a sentence naming the signing rule, the people who can meet it and who is not counted and why. Amounts are not converted between currencies.
The Columns button on the entities, people, documents, tasks and other registers shows, hides and reorders columns, sets a default sort and adds custom fields. The layout applies to the whole organisation and is changed by people with the Layouts permission.
Resigning a director shows which of their authorities outlive the appointment and offers to end those held in their name on the same date. Reminders are sent 90 and 30 days before an authority expires.
For companies in Germany, Switzerland, Spain, the Netherlands and Poland, the Authorities page shows who the commercial register lists as able to bind the company and how they sign, above the internal limits that bind only the holder. A revoked representative stays listed until the deletion is registered.
A task raised by a change opens with a sentence saying what changed and when, followed by the details recorded at the time, such as the director who resigned or the old and new registered office. These stay as recorded after the registers move on.
A Spanish company's page suggests its tax territory, worked out from the province of its registered office, with the reason shown beside it. Nothing changes until someone confirms, and a dismissed suggestion returns only if the registered office changes.
A person's Related parties tab records loans, leases, deposits and services between a group company and the director or one of their related parties. Each shows the amount, the balance and whether it was at arm's length, and a missing figure reads as not quantified.
Your organisation's own Word template appears on the Reports page and fills one page per director of the company you pick, from their appointments, interests, related parties and transactions. Board Intelligence loads the template for your organisation.
When an edit such as a cancelled registration or an ended address would take an entity out of a group, the save stops and lists each open task that would go and what happens to it. Automatic changes wait on the entity page for confirmation.
Record facts about an entity, such as VAT registration, headcount, turnover or the payments it withholds tax on, each with the date it applies from. Provided fields use the country's own labels and keep a figure per financial year, and your own fields can be limited to chosen jurisdictions.
When starting a new workflow, describe the work in plain English and IQ shows how it read the request, then writes each step in turn. Where something is missing it asks a question, and the answers produce a redraft.
For a listed Spanish company, scheduling a general meeting raises a task to publish its notice a month beforehand, which moves with the meeting and is withdrawn if it is cancelled. Marking the meeting held raises a task to publish its results within five days.
A Request information step emails a person, such as a director or adviser, for documents or an answer, and they reply by email or through its link without signing in. The run waits until someone on the team accepts the reply, and documents also go to the Review Queue.
On the Filing forms page, Add a form uploads your organisation's own form for any country or subdivision, in a group you name. It is marked User uploaded and sits beside the registry's forms without replacing them. Organisation administrators can add forms.
A task filed directly with a registry names the form and links to where it is filed. Download the blank form, or one filled from the company's records with any empty fields listed first, or copy the values for an online filing.
Tasks such as a director appointment list the board resolution and consent to act they need, drawn up from your firm's own template where there is one and attached to the task. Send each for signature through DocuSign or upload the signed copy.
The Forecast page shows every deadline a portfolio or a single entity is under over the next 3, 6, 12 or 18 months, combining open tasks with projected recurring deadlines. View it as a timeline, a calendar or a table by entity.
New entities start in onboarding, where recurring duties run but appointments, resignations and charges raise no tasks, and nothing recorded meanwhile is replayed later. Entities are taken live in bulk from the Onboarding tab of Requirement assignments, where the default is also set.
Filing forms, beside Requirement assignments in settings, lists the forms each registry publishes, country by country. A form filed from a task links to that task, others offer the registrar's blank, and portal-only filings show the values to enter from the chosen company's record.
The Authorities page on each entity records powers of attorney, board delegations and bank mandates, with the limits on each, the signing rules and the dates they run between, as a list or a matrix. Each person's Authorities tab lists what they may sign across every entity.
A document marked Confidential is hidden from anyone whose role lacks the Confidential documents permission, with no list entry, link or download. Restricted documents also require a place on that entity's team. Set the level under Sensitivity when editing a document.
Each person has a Gifts & Hospitality page recording what they were offered or gave, who it came from or went to, its value and whether it was accepted, declined, returned or donated. A register across all people totals values per currency.
Choose Merge into… on a person in the People register to move their appointments, holdings, committee seats, documents and identities to another record with the same name and retire the duplicate. Merging needs permission to delete people and cannot be undone.
Send a director a questionnaire from the Information requests page on their record, and they confirm their own details and declare conflicts and related parties through an emailed link without signing in. Their answers are saved as a dated declaration, and the link expires and closes once submitted.
Record a person's family, trusts and controlled companies on the Related parties tab of their associations. Where the person is designated a PDMR, each row is tested against the MAR closely associated tests on every view, and a row missing the detail to decide shows as needing detail.
The framework catalogue includes one framework per US state, covering annual reports, franchise taxes, tax registrations and registered agent changes. A state's duties apply only to entities in a group you attach it to under Requirement assignments.
Frameworks for Jersey, Guernsey, Ireland, Luxembourg, Switzerland, Germany, Canada and the UAE cover the filings a change triggers and each country's annual returns. A framework is owed only by the entities in the groups you attach it to under Requirement assignments.
Employers' liability cover, a written health and safety policy and the audit exemption review appear as yearly tasks that a person confirms, with the certificate or policy attached. Each task says what could not be worked out from company data.
The Laws & obligations page for each entity opens with a note stating how many areas of duty are tracked, which areas are not tracked at all, and which known duties are missing inside tracked areas, such as the Full Payment Submission.
Entity Details has fields for the first payday, the day auto-enrolment duties started and when turnover crossed the VAT threshold, and the PAYE, pension and VAT registration duties are dated from them. Until a date is set, the duty shows as owed but undated.
Export on the IQ assistant page saves a conversation as a Word document or PDF that lists every action IQ took and whether it was approved. File the transcript to an entity's documents from the panel. Each person exports only their own conversations.
The register of members shows shares held jointly as one member, with every holder named in register order and the first-named holder marked. Share certificates and dividend vouchers name all the holders, and the dividend is paid to the first-named.
Each night the registrar's own PDF of a Companies House filing is saved to the company's documents and attached to the task for the duty it discharged, with its transaction number cited in the evidence pack. A filing that could belong to more than one task is left unattached.
Sign-in Security in the admin settings has one switch that requires every member to set up two-factor authentication, shows how many have not enrolled, and gives existing members up to 30 days to do so. It needs permission to manage organisation settings.
In Sign-in Security, an administrator creates a setup link for your IT team to connect Microsoft Entra ID. People on your verified email domains then sign in with their work account, and administrators choose whether single sign-on is required.
When a UK company's membership falls to one, or rises above one again, a task asks you to enter the dated statement in its register of members. Recorded statements appear on the register page and on its exported copies.
Corporation Tax, PAYE, apprenticeship levy, pension contribution, P11D and Class 1A deadlines appear on the compliance calendar for the UK companies they apply to, dated from each company's own records. They are not filed or paid from here, and each task records the evidence that someone met the deadline.
Export CSV on the audit trail downloads exactly the rows your filters show. The Audit trail report in Reports gives the same history as a spreadsheet or PDF for a period, entity, actor or kind of record, for anyone allowed to read the audit trail.
Filing codes, on the Companies House card in Integrations, lists every UK company with whether its authentication code is on file and every individual with whether their personal code is. It opens on the codes still missing.
