eFiling’s powerful customer management tools provide everything you need to efficiently oversee and support your clients, giving you complete control over customer interactions, transactions, and compliance. Designed to streamline processes and improve customer satisfaction, our tools ensure your business operates seamlessly while staying compliant with UK regulations. 

Stay up to date with your customers’ activity with our intuitive dashboard. Instantly access order history, track pending submissions (both Companies House and non-Companies House related orders), and monitor ongoing transactions. This visibility allows you to proactively support your customers and ensure a smooth business operation. 

Providing exceptional support has never been easier. With eFiling’s emulation feature, you can step into your customer’s account and assist them directly in completing an order or filing a document with Companies House. Troubleshoot issues in real time, reducing friction and enhancing user experience while improving customer satisfaction. 

Stand out from the competition by offering special rates, bespoke packages, and exclusive discounts to your customers. Our customer management tools allow you to create and manage personalised pricing structures, ensuring you can cater to the unique needs of each client while maintaining profitability. 

Gain full financial oversight with eFiling’s built-in transaction management features. View all customer financial interactions, add or remove credit, process refunds, issue invoices and credit notes with ease. This functionality ensures you maintain accuracy and transparency in all financial dealings, helping you manage customer accounts efficiently. 

Compliance is crucial in today’s regulatory environment. eFiling helps you stay ahead with: 

• Anti-Money Laundering (AML) Compliance – Easily review and maintain AML records to meet regulatory requirements and mitigate risks. 

• GDPR Data Management – Manage customer data retention policies and generate essential reports to handle Subject Access Requests (SARs) with ease, ensuring full GDPR compliance. 

• Enhanced operational efficiency – Manage customer orders, finances, and compliance effortlessly in one place.
• Improved customer satisfaction – Offer seamless support with emulation and personalised pricing.
• Full regulatory compliance – Stay compliant with AML and GDPR requirements effortlessly.
• Complete financial transparency – Monitor transactions, process refunds, and issue invoices with confidence.