Use Companies House data to add a Limited Company

Using Companies House data in client management gives you up-to-date company information, making onboarding faster and more accurate.

1. From the Clients and prospects tab, click Add Clients.
2. Choose to add the client to an existing or new folder, followed by Next.
3. Select Organisation (includes sole trades).
4. Click Search Companies House.
5. Enter your clients Registration number then select Search Companies House.
6. If the details loaded relate to your client click Review.
7. Select the data you want to import into this profile, then click Import data.
8. Close the success message and continue through the windows by selecting Next to finalise adding your client.