All client jobs in progress
Deadline diary by date
Client lookup — records and history
Mailing lists by turnover or clients inactive for X months
ASP · SEC · RO · IF · MO · DOM — annual RO & CoSec renewals; same job number, re-invoiced every 12 months
Order processing & annual services — now incl. ROE, CA & SO
Send emails to clients
Company registers from incorporation data — paper or PDF
Enter new clients and amend invoices before transfer
Transfer invoices to Sage
Incorporations completed in a chosen period