Getting started
4 min read
FilingKeeper needs three things from you: who your clients are, what they file, and when their year runs. Give it those and it works out every statutory date itself. Most practices get their whole book in on the first afternoon.
Set up in four steps
Create your practice
Sign up with your work email. The practice you name here is your tenant — everything you add lives inside it, and no other firm can ever see it.
Add your first client
Clients → Add client. Fill in the entity type and the dates it hangs off: accounting reference date for a limited company, plus VAT stagger and payroll if they apply. About a minute per client.
Generate the deadlines
Press Generate deadlines. FilingKeeper builds a rolling 12-month schedule for every client, checked against UK bank holidays. Nothing is filed and nothing is sent — this only works out dates.
Open the Risk Center
This is the screen to keep open. It ranks everything by how much trouble it is: blocked first, then overdue, then due this week, then due this month.
Bringing in a whole book at once
For more than a handful of clients, use Clients → Import instead. Upload a CSV, map your columns to FilingKeeper's fields, and review the preview before anything is written.
The preview shows exactly what will be created and flags rows it cannot read. Nothing is imported until you confirm, so a bad column mapping costs you a re-upload, not a clean-up.
Start with ten clients rather than all 90. Once you have seen their deadlines come out right, import the rest with the same mapping.
What FilingKeeper will and will not do
- It works out every statutory due date from each client's own dates.
- It emails your team before deadlines, and chases your clients for documents.
- It records who marked a filing submitted, when, and keeps the proof.
- It never files to HMRC or Companies House for you. You review and file; we track and remind.
- It never stores financial figures or HMRC login credentials. Names, dates and status flags only.
Still stuck? Get in touch.