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 prepares controlled notifications. 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, recipients and monitoring records remain scoped to that practice.
Review the plans
Plans cover portfolios from 25 to 500 monitored companies.
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.