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Last update: CCH Company Secretarial
Introduction to CCH Company Secretarial
CCH Company Secretarial is a cloud-based solution designed for efficient management of company secretarial tasks. Key features include online filing to Companies House, auto-population of records, a comprehensive database for company officers, and tools for creating statutory documents. Users can access the system from anywhere without limitations on user numbers, and it provides alerts for filing deadlines. The platform also supports bulk setup by extracting client data from Companies House, ensuring seamless integration and record verification.
CCH Company Secretarial
Accessing CCH Company Secretarial
This document provides guidance on accessing the CCH Company Secretarial cloud solution. Users can access it via a web browser at a specified URL or directly through CCH Central. Instructions for creating a trial account are included, along with steps for logging in for existing users. The document also explains the homepage features, including the Action Station for tasks and upcoming deadlines, as well as options for filtering and managing filing deadlines within the application.
CCH Company Secretarial
Adding a new company
Adding a new company
CCH Company Secretarial
Adding People
Adding People
CCH Company Secretarial
Recording directors
Recording directors
CCH Company Secretarial
Recording the company secretary
Recording the company secretary
CCH Company Secretarial
Setting up classes of shares
Setting up classes of shares
CCH Company Secretarial
Recording shareholders
Recording shareholders
CCH Company Secretarial
Persons with significant control
Persons with significant control
CCH Company Secretarial
Filing forms to companies house
Filing forms to companies house
CCH Company Secretarial
Verifying information held against Companies House records
The document outlines the steps to verify company information against Companies House records using CCH Company Secretarial. It details processes for both single and multiple company checks, including how to compare data, identify mismatches (shown in red), and update records accordingly. Users can also check for e-filing authentication codes to review officer and member information. The instructions emphasize visual cues, with matching data highlighted in green.
CCH Company Secretarial
Adding additional users
This document outlines the process for administrators to add new users to an application. It details steps for adding users to the people database and selecting them as staff members, including entering email addresses, setting passwords, defining roles, and assigning access rights to control system permissions. Additionally, it explains how to allocate client responsibilities to staff and set email reminders for deadlines.
CCH Company Secretarial
Deadlines and other areas
The document provides an overview of CCH Company Secretarial features, highlighting the display of missed and upcoming deadlines on the home page. It includes options to view all deadlines or specific types, and offers various functionalities such as dividend records, registers for debentures, mortgages, executions, and duplicate person resolution. Additionally, it describes tools for querying Companies House for company history and conducting searches for officer and company information.