Your first 30 minutes as a Partner

A 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.

Who can do this: PartnerLast checked: 20-10-2026

Your checklist

A Partner can open almost every screen an Admin can. This list is about keeping an eye on the whole firm.

0 of 8 done. Your ticks are saved in this browser only.

Sign in and set your password.
Open Dashboard. It shows what needs you today.
Open Compliance Calendar and click the Overdue box. See how to read the calendar.
Open Approvals and clear the work waiting for you. See how to approve or reject a task.
Open DSC Management and click the Expiring < 30d box. See how to record a DSC.
Open Director KYC and click Overdue. See how to track DIR-3 KYC.
Open Reports to see your team’s workload.
Choose which alerts you want. See how to choose your notifications.

Good to knowYou sign off work on each task. Your name appears as the approver, with the date.

Your role must be one of these: Partner. 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.

Still need help? Contact support.