For Corporate Service Providers

Manage every entity's compliance without a single missed filing.

FinnDesk gives corporate service providers a single system to track annual returns, AGM deadlines, directorship changes and statutory filings across every client entity — with automated reminders and full audit trails.

Entity-level compliance calendar for annual returns, AGMs and statutory filings
Director, shareholder and entity register management
Document storage with version control and audit trail
Automated client billing linked to completed filings

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100%

On-time filing rate for active clients

60%

Less admin time per client entity

500+

Entities managed on FinnDesk globally

The challenge

The compliance management problems CSPs face every quarter.

Annual deadlines across hundreds of entities

Each client entity has its own annual return, AGM date and filing obligations. Managing this across 50+ entities in a spreadsheet means one missed entry becomes a late filing penalty.

Register changes that fall through the gaps

Director appointments, shareholder transfers and registered address changes need to be reflected in statutory records within tight timeframes. Without a system, the risk of a stale register is constant.

Document retrieval under pressure

A client calls asking for their Certificate of Incorporation or the latest set of filed accounts. How quickly can you find and share it? For most CSPs the honest answer is "not immediately."

Billing for compliance work

CSPs often do compliance work on fixed annual retainers. Ad-hoc work — an urgent directorship change, a resolution — frequently goes un-invoiced because it was never logged.

How FinnDesk helps

FinnDesk turns entity management into a managed process.

From initial incorporation to annual compliance — every obligation tracked and every document stored.

Entity compliance calendar

Each client entity gets its own compliance schedule — annual return, AGM, confirmation statement, tax filing. FinnDesk generates tasks automatically and sends reminders to the responsible CSP team member.

Tasks & Compliance Scheduling

Entity and register management

Maintain director, shareholder and officer registers for every entity. Changes are date-stamped and version-controlled. Extract a clean register report in seconds when a client or regulator asks.

Client Management

Statutory document library

Store certificates, articles, resolutions, filed accounts and correspondence against each entity. Every document is searchable, versioned and shareable via a secure link.

Files & Folders

Retainer and ad-hoc billing

Run annual retainer billing automatically. Log ad-hoc work against tasks and add it to the next invoice. No compliance service goes unbilled.

Invoice & Billing

FAQ

Corporate Service Providers — your questions answered.

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

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Can FinnDesk handle multi-jurisdiction compliance for the same client group?

Yes. Each entity has its own jurisdiction setting with the relevant compliance calendar. A client group with entities in multiple countries can be managed from a single client record.

How does FinnDesk handle urgent one-off requests like director changes?

One-off tasks can be created instantly and assigned to a team member with a deadline. FinnDesk sends the reminder, tracks progress and logs the completed work for billing.

Can we generate compliance reports for client review meetings?

Yes. FinnDesk can generate a compliance status report for any client — showing completed filings, upcoming deadlines and any outstanding items — suitable for an annual review meeting.

Is there an audit trail for register changes?

Every change to a register entry is date-stamped and attributed to the team member who made it. The full history of any register is available at any time.

How do we migrate existing client records into FinnDesk?

FinnDesk supports data import via CSV and provides an onboarding checklist. Our team is available to assist with migration for firms with large client portfolios.

Get Started

Run your CSP practice with confidence.

14-day free trial. Set up your compliance calendar and see every entity's obligations in one view.