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Sign in, take the tour and learn who can see and do what.

• What is DueFiler and how is it organised?DueFiler is one workspace where your firm tracks every client’s due dates, tasks, documents and approvals. Your clients do not need to log in.
• 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 take the guided tour?Click the graduation-cap button at the top of the screen to open the Learning Center. The tours are made for practice and explain each screen step by step.
• 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.
• Your first 30 minutes as an AdminA short checklist for a new Admin: sign in, add your team, connect email, add your first client and create its compliance calendar.
• Your first 30 minutes as a PartnerA short checklist for a new Partner: see what is overdue, clear your approvals, and check DSC and DIR-3 KYC dates for the whole firm.
• Your first 30 minutes as a Company SecretaryA short checklist for a new Company Secretary: find your clients, create a task from a template, upload documents and send your work for approval.