Tips on how to use your Rapid Formations’ Online Client Portal

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As someone who formed their limited company with Rapid Formations, do you recognize about your free Online Client Portal? 

It’s a useful resource for managing your limited company – or corporations – and monitoring the several services that you could have with us. On this post we’re going to walk you thru every feature of the Online Client Portal to make sure you get the very most from it. Let’s start. 

Let’s log in

Provided that you just used our company formation service to establish your organization, you’ll have already got an account. All you have to do is visit Rapid Formations and click on on the ‘Log in’ link situated on the top-right of your screen, then enter the username (normally your email address) and password you used when establishing your Rapid Formations account. 

Welcome to your dashboard

You’ll now see the most important hub of your account – the dashboard. That is broken up into eight clear sections plus a ‘Find Quick Answers’ area and an organization name search tool (in case you would like to form one other company). 

Now let’s have a look at the eight key functions of the Online Client Portal.

My Details

Here you possibly can update your account information, reminiscent of the account holder’s name, username, password, and first and billing contact addresses, email addresses, and phone numbers. 

You can even manage the notifications that you just receive from us, including the choice to join our monthly newsletter, and to receive email alerts when your confirmation statement and annual accounts due dates are approaching. This a handy and free tool to assist make sure that you don’t miss your filing deadlines.

My Firms

From here you possibly can view the important thing company information for all your corporations.

The ‘Overview’ tab permits you to see the next:

  • Company name
  • Company number
  • Authentication code
  • Company type (for instance, ‘Limited by Shares’, ‘Limited by Guarantee, etc.)
  • Standard industrial classification (SIC) code(s)
  • Registered office address
  • Due date for the following confirmation statement
  • Due date and made up up to now for the following annual accounts
  • Accounting reference date
  • All directors, shareholders, secretaries and other people with significant control
  • Any company statements and linked statements
  • Breakdown of how shares are allocated

From the ‘Documents’ tab you possibly can view and download the:

  • Company summary
  • Memorandum and articles
  • Certificate of Incorporation
  • Share certificates

The ‘My Details’ area doesn’t just allow you to view company information. Since the Online Client Portal is connected to Firms House, it also permits you to make actual changes to your organization. For instance, you possibly can:

  • Change your organization name
  • Change your registered office address
  • Add, edit and resign directors
  • Add, edit and resign secretaries
  • Add, edit and resign individuals with significant control
  • Add recent individuals with significant control statements

Plus, via the ’Company Services’ and ‘Shop’ tabs, you should purchase extra services that we provide, reminiscent of the Registered Office Address Service, Confirmation Statement Service and Dormant Company Accounts.

And thru the ‘Getting Began’ tab, you possibly can pick up a business banking account (we’re partnered with Anna, Barclays, Cashplus, Mettle, Monzo, NatWest, Tide and Sensible) and opt-in to other partner services reminiscent of accounting software, card acquiring and business forum membership. 

As you possibly can see, the ‘My Firms’ area really is the one-stop-shop for taking care of your limited company.

My Order History

Each purchase that you’ve got made with us will be viewed intimately from here. If you happen to select ‘Details’ next to a specific service, you then see each feature of the service that you’ve got purchased, alongside how the associated fee is broken down.

My Mail

It is a useful area for patrons who’re using any of our address services.

With our Registered Office Address Service and Service Address, we are going to accept your organization’s mail from government bodies reminiscent of HMRC and Firms House. We’ll then securely open it, scan it and email it to you on the identical day we receive it. For added convenience, we also store all of the scans here.

What’s more, should you use our Business Address Service, whilst all mail is forwarded on by default, you furthermore mght have the choice to have mail scanned and emailed as an alternative of posted. On this instance, any scans can even be placed here. 

My Invoice History

All of the purchases that you’ve got made with us will robotically generate an invoice. That is the area to view, download and print these invoices.

My Services & Renewals

It may well be easy to lose track of the several renewable services that you’ve got with us. Thankfully, this area lists every service that you’ve got with us, in addition to the date that the service is as a result of renew. 

This section can also be vital, since it’s where you have to go to update your forwarding address – this being the address to which we send any mail that should be sent physically (relevant if you’ve got an address service with us). 

To update your forwarding address, all you have to do is select ‘Details’ next to the suitable service. You’ll be able to then click the pen icon next to ‘Forwarding Address’ and update the forwarding address.

Card Management

Every now and then, you’ll probably must update the cardboard details you employ to your renewable services and any ad-hoc services that you just pick up. You’ll be able to securely update the cardboard information we’ve got in your account by accessing ‘Card Management’ after which choosing ‘Arrange Payment Authority’. 

Import a Company

Would you wish to add an organization to the Online Client Portal that wasn’t formed by Rapid Formations? No problem. By entering the corporate number and company authentication number, you possibly can import an organization onto the system after which use the Online Client Portal to administer it. Once an organization has been imported, you’ll find a way to view it – and make any changes to it – from the ‘My Firms’ section.

So there you’ve got it…

As we’ve shown, the Online Client Portal is the right alternative to Firms House WebFiling. It permits you to securely manage your limited company, and its accompanying services, in a fast and easy fashion. Log in now to try it out!

Didn’t form your organization with us?

Don’t worry, you possibly can still benefit from our free Online Client Portal. All you have to do is create an account with us, after which use the ‘Import a Company’ facility so as to add the corporate – or corporations – that you just wish to administer via the system.

We hope you found this post helpful. Please leave a comment if you’ve got any questions and we’ll get back to you as soon as possible.

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