startIntroduction to CCH Company Secretarial
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Introduction to CCH Company Secretarial

CCH Company Secretarial
Last update: Reading time 2 minutes
Getting Started

    CCH Company Secretarial is a comprehensive cloud solution for managing all your company secretarial tasks. It includes an integrated company’s formation service, online filing to Companies House, and the ability to extract data from the Companies House database to auto-populate and verify your records.

    Being a cloud solution, you can sign on from anywhere with internet access and there are no restrictions on numbers of users. When you log in, the home page shows a summary of upcoming filing deadlines, together with summary data of your active company. From here you have access to all the functionality of the system.

    Main features include:

    • Auto-populate details for new companies by extracting the data from Companies House
    • Verify the data held with Companies House records
    • Integrated formations service – create companies and automatically populate CCH Company Secretarial
    • Database of people who are directors, secretaries, members, etc.
    • Register of Persons with Significant Control (PSC)
    • In addition to statutory registers, other records maintained, e.g. Executions & Sealing and Register of Transfers
    • Minutes and share certificates creation
    • Dividend records and dividend voucher creation
    • Global List of Dividends with subtotals and totals for each person and company
    • Cloud library to hold company documents
    • Online filing of all required forms with Companies House including Confirmation Statements
    • Filing deadlines and alerts
    • Practice registered office board
    • No limit to the number of users.
    • User permissions to restrict user rights to view or edit companies.
    • Action Station with imminent work due
    • Workflow for individual use of staff members
    • Company Group Structure and exportable charts
    • QR Code list of Companies at Register Office
    • Auto populated filing due

    Bulk setup

    We can automatically populate the application with the list of your company clients and their current details including officers and shareholders by extracting this data from Companies House. Please contact your account manager or contact our Software Support Desk for more information.

    Related documents

    CCH Company Secretarial Integration 2024.2 : Release Notes
    The CCH Company Secretarial Integration 2024.2 Release Notes outline the installation prerequisites via the Central Suite Installer and detail updates regarding compliance with the Economic Crime and Corporate Transparency Act. Starting March 4, 2024, companies must provide a registered email address when filing confirmation statements or incorporating. The registered email will sync with company records in the Company Secretarial module. The document includes a legal disclaimer and copyright notice, emphasizing the confidentiality and proprietary nature of the information contained within.
    Synchronise with CCH Central
    This document provides a comprehensive guide on setting up synchronization between CCH Company Secretarial and CCH Central. It includes detailed instructions for installing the service, configuring data synchronization, and using various features such as the Data Analyser and contact management. Additionally, it contains sections on resolving error messages and multiple appendices for further reference. Links to specific topics within the guide are also provided for easy navigation.
    Installing the Service
    This document outlines the steps to install the CCH Company Secretarial service. Users must first acquire a CCH Company Secretarial license before running the CCH Central Suite Installer (CSI). It provides a link for detailed instructions on using the installer and notes that the service can be accessed via the Start menu under Services.
    Configuration for CCH Company Secretarial
    This document outlines the configuration settings for CCH Company Secretarial and its synchronization with CCH Central. It emphasizes the importance of reviewing and cleaning data before synchronization, using the Data Analyser feature for checking discrepancies. Users can choose between various synchronization methods and must ensure critical fields are populated to prevent data loss. The document also details address configuration, highlighting rules for identity flags, and mentions the new de-linking option for address changes affecting multiple records. Draft contact authorizations and the importance of synchronizing in small batches are also discussed.
    Filing forms to companies house 
    Filing forms to companies house