Firmwatch
For accountancy firms

Track every director's identity verification deadline across every client

An accountancy firm with 200 clients may be looking at 400 to 600 directors and PSCs, each tied to a deadline that sits somewhere across the next twelve months. That is manageable in theory. In practice it becomes another list that someone has to remember to check.

The bulk problem

One company is easy enough. A portfolio is not. Confirmation statement dates are spread across the year, client records are not always tidy, and the same director may sit across several companies.

That means IDV work does not arrive in one neat wave. It drips through the year and becomes another thing that the team has to keep in view while still dealing with accounts, CS01s, strike-off notices, and everything else.

What Firmwatch tracks

Firmwatch keeps the Director IDV view alongside the rest of the filing workflow. You can see at-risk companies, filter by portfolio, work from the risk tiers, and export the list when the team wants to handle it outside the app.

It sits with the same reminder ladder, dashboard view, and company monitoring workflow the rest of the product already uses.

The product view

The Director IDV page shows the client companies that need attention first, the current tier, and the directors who are driving that risk. It is built for triage, not for another spreadsheet export that nobody wants to own.

Firmwatch Director IDV monitoring dashboard showing risk tiers, portfolio filtering, and at-risk client companies.

How it works in practice

Upload the client companies you want to monitor and let Firmwatch pull the current officer picture from Companies House. The Director IDV view then highlights the companies where the next confirmation statement date creates a live risk.

The team can filter the list, work down the higher-risk companies first, and export the view when somebody wants a working list for calls or chase notes. It sits inside the same product as accounts reminders, confirmation statement reminders, strike-off monitoring, and director change alerts, so IDV is not split off into yet another separate tool.

Pricing

There is no separate IDV upcharge. Director IDV tracking sits inside the same Firmwatch plans as the rest of the monitoring workflow. If the firm is already using Firmwatch for company monitoring, the IDV view is part of that setup.

Try it on a live client list

Start the 7-day trial, upload a small set of companies, and see whether the Director IDV view earns its place in the workflow.

Common questions

Does this sit on a separate IDV plan?
No. Director IDV tracking sits inside the normal Firmwatch plans. There is no separate IDV add-on or surcharge.
Can we export the at-risk list?
Yes. The Director IDV view includes CSV export so the team can work the list outside the product if needed.
Does it only work for directors?
The product view is built around director IDV risk tied to confirmation statement dates, and the wider marketing content explains how PSC-only cases fit into the timetable.
Can we trial it with a small client list first?
Yes. Start the 7-day trial, upload a smaller list, and see how the Director IDV view works before adding the rest of the portfolio.