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Your first 30 minutes as a Company Secretary

A short checklist for a new Company Secretary: find your clients, create a task from a template, upload documents and send your work for approval.

Who can do this: Company SecretaryLast checked: 20-10-2026

Your checklist

0 of 7 done. Your ticks are saved in this browser only.

Sign in and set your password.
Take the Getting Started guided tour.
Open Clients and look at one client. See how to complete a client’s profile.
Open Compliance Calendar to see what is due. See how to read the calendar.
Create a task from a template for a filing that is due.
Work on the task. Tick the checklist and upload the files.
Send the task for approval.

Good to knowYou will not see Master Data & Templates, Invoices or Users. These are for Admins and Partners. This is normal.

If something is missing

Read who can see and do what. It explains why a menu item may not appear, and who to ask.

Cannot see this on your screen?

Your role must be one of these: Company Secretary. If it is not, ask your Admin to check your access.
If your firm’s trial has ended, DueFiler is read-only. You can see everything, but you cannot add or change anything.

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