Guide for accounting practices

Company portfolio monitoring for accountants

A single spreadsheet can record dates, but it does not automatically refresh Companies House information or distinguish a source outage from a genuine client issue.

A portfolio view should reduce repeated checks

CompanyGuard groups monitored companies by attention level, records refresh history and shows material changes, source failures and available identity-verification evidence in one action inbox. CSV import supports onboarding without retyping an existing client list.

Designed around account boundaries

Each accounting practice has an isolated tenant. Billing state controls service access, while exports, notification recipients and monitoring records remain scoped to that practice. Missing source evidence remains UNKNOWN rather than becoming a compliance conclusion.

CompanyGuard does not file documents and does not provide legal or accounting advice. Your accounting practice remains responsible for reviewing source records and completing filings.