Spend less time on CoSec admin, more time advising clients

Onboard new clients in minutes, not hours. Pull officer details, share capital, and PSC information directly from Companies House with a single search, eliminating the risk of transcription errors and the tedium of manual data entry. Every record syncs with the public register, giving you an accurate starting point from day one.

Whether you are taking on a new client or verifying existing records, the import tool ensures your data matches what Companies House holds. No rekeying, no second-guessing, no time wasted correcting avoidable mistakes. Get straight to the work that adds value for your clients.

Free your senior team from time-consuming manual calculations and reduce the risk of costly filing errors. The intelligent PSC engine handles all the variables that make persons with significant control determinations complex: joint shareholders, voting rights, trusts, and non-registrable legal entities.

Enter the shareholding structure once and the system determines who qualifies as a PSC, with accurate percentage bands calculated in minutes. No spreadsheet workarounds, no manual lookups, no second opinions needed on borderline cases. Complex ownership structures that used to require senior review now resolve automatically, freeing your most experienced team members for higher-value advisory work.

Meet the Economic Crime and Corporate Transparency Act requirements without chasing clients manually. Action Station flags missing personal codes on upcoming CS01s automatically, while organisation-wide tables display your entire client base by confirmation statement date or director date of birth. Prioritise your verification workflow at a glance and focus effort where it matters most.

Automated checklists sent directly to clients request personal codes before filing deadlines, eliminating the administrative burden of individual retrieval. Your team stops chasing and starts filing, increasing confidence that every confirmation statement meets the new identity verification requirements.

Spend less time formatting documents and more time advising clients. Quick Steps builds board minutes, shareholder resolutions, appointment letters, and standard forms directly from your company data. Select the document type, confirm the details, and the system populates everything.

No templates to maintain, no copy-paste errors, no reformatting when legislation changes. Documents pull the correct officer names, registered office, and company details automatically. When Companies House updates its requirements, your documents update too. Your team delivers professional, accurate paperwork without the overhead of managing template libraries or checking for outdated wording.

File to Companies House with confidence, first time. Built-in validation checks every submission before it goes, catching missing fields, formatting issues, and data mismatches that would otherwise result in rejection. Know that what you intended to file is exactly what arrives at Companies House.

Rejected filings cost time and damage client confidence. The validation engine reduces that risk by flagging errors before submission, not after. Your team spends less time fixing avoidable mistakes and more time moving on to the next client. Reduce rework, protect your reputation, and deliver a service clients can rely on.

Never miss a filing deadline again. Track every deadline across your entire client base from a single screen. See confirmation statements, annual accounts, and PSC updates in one view, filtered by due date, client, or risk status. Flag at-risk filings before they become problems and assign tasks to team members so nothing falls through the cracks.

As your client base grows, the dashboard scales with you. Organisation-wide visibility means senior staff can monitor workload and spot bottlenecks without chasing updates from the team. Every client tracked, every task accounted for.

The Digita Formation Service goes beyond a standard Companies House filing. Get bespoke Articles of Association, support for multiple share classes from incorporation, and access to more company types for complex structures. An experienced formations team reviews each application before submission and manages any Companies House queries or rejections. Automatic PSC calculations reduce reporting risk, and you can save applications and return later. This is an additional service, available for a fee.  

The Legal Pack Service gives you specialist company law support whenever a share transaction is recorded in Digita. Get free advice from our legal team on share transactions and related company law matters. Ask us to prepare the required documentation so each transaction is validly implemented and fully documented. A share transaction often needs more than a software entry. Board approvals, shareholder resolutions, share certificates, stock transfer forms and statutory register updates may all be required. Additional fees may apply.