Overview
The Companies House tab on a client record connects the client to the UK Companies House register. Once linked, you can view live company data including the company profile, officers, persons with significant control (PSCs), filing history, charges, and insolvency records.
Linking a Client to Companies House
- 1Open the client and select the Companies House tab
- 2Click Link to Companies House
- 3In the search dialog, type a company name or number into the search field — the client name is pre-filled as a starting point
- 4Use the status tabs (All, Active, Dissolved) to narrow the results
- 5Click on the correct company row to link it
You can only link clients that have a company number. Sole traders and individuals without a registered company will not have relevant results.
What You Can See
Once linked, the tab displays several cards with live data from Companies House.
Company Overview
Shows the company name, number, status (active or otherwise), company type, incorporation date, and SIC codes.
Key Dates
Displays four important dates: Next Accounts Due, Last Accounts Made Up To, Next Confirmation Statement Due, and Last Confirmation Statement. Overdue dates are highlighted in red.
Registered Address
Shows the company's registered office address as recorded at Companies House. Click Sync to Client to copy this address into the client's registered address field in Cloudclerk.
Officers
Lists all active officers with their role (e.g. Director, Secretary) and appointment date.
Persons with Significant Control
Shows active PSCs with their name, nationality, and natures of control (e.g. "25-50% shares", "Can appoint/remove directors").
Filing History
A table of recent filings showing the date, category, description, and filing type.
Charges and Mortgages
Shows any charges on record with their status (outstanding, fully satisfied, or part satisfied), classification, and dates. This card only appears if the company has charges.
Insolvency
If the company has any insolvency cases, a red alert banner appears at the top of the tab and a detailed card shows each case with its type, case number, practitioners, and key dates.
Syncing Data
Click Sync in the header bar to pull the latest data from Companies House. The Last synced timestamp shows when data was last refreshed.
Changing or Unlinking
- Click Change to open the search dialog and link to a different company
- Click Unlink to remove the Companies House connection entirely
What's Next?
- HMRC Authorisations — manage HMRC agent authorisations for the client
- Client Details — edit the client's core information