Appointment Wizard will guide you through the process of appointing one or more officers to one or more entities. It will generate the appointment record and will automatically suggest relevant tasks that you may need to create.

The Appointment Wizard enables you to appoint an entity/person to any number of companies or make multiple appointments to one company.

Assemble Document Wizard will guide you through the process of assembling a document for a Person or Entity. The wizard will prompt for the information needed to complete it and then let you save, view and print the completed document.

B1 Wizard will guide you through the process of completing the annual return for one or more companies incorporated in Ireland. The wizard will prompt for the information needed to complete the B1 Form.

B5 Wizard is the Return of Allotment of Shares Wizard. It will guide you through the process of completing the return of allotment of shares for one or more companies incorporated in Ireland.

The wizard will prompt for the information needed to complete the Return Of Allotment and suggest relevant documents that you may need to create.

Bulk Appointment Wizard will guide you through the process of appointing multiple officers to multiple entities, and will enable you to produce the relevant forms for those appointments.

Bulk Resignation Wizard will guide you through the process of resigning multiple officers from multiple entities, and will enable you to produce the relevant forms for those resignations.

Cessation of Entity Wizard will prompt you to select an entity and step through the process of terminating that entity. This can result from a liquidation, strike off, dissolution etc.

The Change Of Address Wizard allows users to change an address for multiple entities within the system.

CRO Upload Wizard will guide you through the process of electronically uploading Signature Pages for statutory forms that are awaiting signature at CRO, and electronically uploading Financial Statements, Other Directorships, and/or Auditors Reports for statutory forms that will in due course be submitted to CRO

Runs when clicked - with no description

Foreign Registration wizard will guide you through the process of registering a company in one or more foreign jurisdictions. The wizard will prompt for the information needed for registration and generate the foreign registration records. Alternatively, if you select to use an on-line registration agent, this will link to the on-line service.

The wizard will also allow you to confirm existing pending registrations or cancel confirmed registrations.

Internal Contacts wizard allows you to assign an Internal Contact Type to Companies and/or Contracts

Merger Wizard allows you to merge one or more entities into a surviving entity.

Resignation Wizard allows you to resign one entity from multiple companies or resign multiple entities from one company.

It also allows you to appoint one or more entities in place of those resigned.

It will generate the appointment/resignation record.

Search and Replace Wizard enables you to replace a user in one or more Internal Contact Types to which the user is assigned. You can replace them in any or all Companies or Contracts to which the Internal Contact Type is assigned.

Update Date of Re-election Wizard allows users to update the Date of Last Election in Appointments for multiple appointments within the system

The wizard will prompt for the information needed to update the Date of Last Election

Health Check is available for our Global Managed Services clients, if you are interested in this service please contact your Client Support Representative.