Every client, in one place.
One secure home for every client's master data. Add a limited company and its details pull straight from Companies House. Add a sole trader or a partnership by hand, or bring a whole list in from a CSV. Keep the directors and partners on file, and lock the sensitive clients behind a password. One click to any profile.
Companies House integration · CSV import · stakeholder profiles · password protection
One secure store. One click to any client.
Every client's master data lives in one central place: the name, the type, the company number, the registered address, the management information. No spreadsheet on a shared drive, no details scattered across emails. Click a client and their whole profile opens, ready to work from.
- ✓A single, secure store for all client master data, not a spreadsheet on someone's desktop.
- ✓Single-click access to any client profile, with management information and address details.
- ✓Search the list and open the one you need. The record is always where you expect it.
click a client to open their full profile.
Add one by hand, or a hundred from a file.
Adding a client should fit the job. One new limited company? Type it in, or better, pull it from Companies House. Taking on a book of clients from another practice? Bring them all in from a CSV in one go. The same list, filled either way, accurately.
- ✓Add an individual client through a clean, intuitive form.
- ✓Or import from a CSV to bring a whole list of clients in at once.
- ✓Either way the data lands in the same central store, ready to work from.
one client or a whole book. same list, either way.
Type the number. The rest fills itself.
For a limited company, you should never key in what Companies House already holds. Enter the registered company number and Papercare calls the Companies House API and pulls the details straight in: the registered name, the address, the company type. No copying from the register, no typos, no manual entry.
- ✓Enter the registered company number and the details retrieve instantly.
- ✓Name, registered address and company details, straight from the Companies House API.
- ✓No manual entry for limited companies, so the record is right from the first keystroke.
a real UK register, wired straight into the file.
The people behind the client, on file.
A client is not just a company name. It is the directors who run it, the sole trader who is it, the partners who share it. Keep them all on the profile, each with their role, so the record is complete and you always know who you are dealing with and in what capacity.
- ✓Add directors, sole traders and partners to any client profile.
- ✓Each person carries their role, so the record shows how they relate to the client.
- ✓A fuller, more detailed client record that the whole team can rely on.
add a director. the record gets more complete.
Lock the sensitive ones behind a password.
Some clients need more than the usual care. A high-profile individual, a sensitive matter, a file only a few people should open. Set a password on that client and their files are protected. The rest of the team sees the client exists, but only the password opens it.
- ✓Set a password on a sensitive client to protect access to their files.
- ✓The client stays in the list, but the file only opens with the password.
- ✓Straightforward to turn on for the clients that need it, and only those.
a padlock on the files that need one.
Simple enough that nobody needs training.
The whole point of a client store is that anyone on the team can use it without a manual. Search, open, add, import, lock. Each action is one obvious step. The interface stays out of the way, so the work is managing clients, not fighting the tool that holds them.
- ✓Every action, from search to import to lock, is one obvious step.
- ✓Easy to navigate, so the whole team is productive from day one, no training required.
- ✓The tool stays out of the way. The work is the clients, not the software.
everything one obvious step away.
The client store is the foundation.
Every job, every dashboard, every report starts from a client. If the client data is scattered or wrong, everything built on it inherits the problem. One accurate, central store means the rest of the practice stands on solid ground.
Companies House does the typing.
For limited companies, the registered details already exist on a public register. Pulling them in from the Companies House API rather than retyping them removes a whole class of errors, wrong addresses, transposed numbers, before they ever enter the file.
A client is people, not just a name.
Keeping directors, sole traders and partners on the profile turns a line in a list into a real record. When a question comes up about who signs, who owns, who to write to, the answer is already on file, with the right role beside it.
The client record everything else builds on.
Add a client here and it flows through the whole practice.
Straight answers.
Put every client in one place.
Open the live demo, add a limited company by its number and watch Companies House fill the rest, add a director, then lock a sensitive client behind a password. The whole client store, in about ninety seconds.