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- How do I sign in and set my password?Go to duefiler.com, click Sign in, type your Firm ID, then your email or user ID and password. If you have a temporary password, DueFiler asks you to set a new one.
- How do I add a client?Open Clients, click Add Entity, type the client’s name and save. The name is the only detail you must give. You can add the rest later.
- How do I create a client’s compliance calendar?Open Compliance Calendar, click Create calendar, choose an existing client and type a financial year such as 2026-27. DueFiler then adds all the due dates.
- How do I create a task from a template?Click New Task, pick a template, choose the client and click Create Task. The template’s checklist is copied into the task.
- How do I send a task for approval?Open the task, pick an approver in the Approval box and click Send for Approval. The approver gets a notification.
- Who can see and do what in DueFiler?Every person has a role. The three standard roles are Admin, Partner and Company Secretary. Your role decides which menu items and buttons you see.
Browse by topic
- Get startedSign in, take the tour and learn who can see and do what.7 articles
- Clients and companiesAdd clients, directors, contacts and company groups.4 articles
- Tasks and approvalsCreate tasks, work on them and send them for approval.6 articles
- Compliance CalendarSee every due date for every client in one place.4 articles
- DSC and Director KYCTrack digital signature tokens and DIR-3 KYC dates.3 articles
- Documents and registersStore documents, send them for review and keep registers.4 articles
- Email and WhatsApp inboxConnect your mailbox and turn messages into tasks.3 articles
- Billing, users and settingsInvoices, people, roles, notifications and your plan.4 articles