Practice Management Software for Corporate Service Providers

FinnDesk is practice management software for corporate service providers managing dozens or thousands of entities. Every entity gets its own compliance calendar, registers and document library, and retainer billing runs itself — so annual returns, renewals and filings never depend on memory.

A compliance calendar for every entity and jurisdiction
Director, shareholder and officer registers with a full audit trail
Statutory documents stored and versioned against each entity
Annual retainers and ad-hoc work billed automatically

Start free trial Book a demo

Modules in one workspace

Unlimited

Entities on every plan

14 days

Free trial, no card required

The compliance load corporate service providers carry.

Hundreds of entities, hundreds of deadlines

Annual returns, confirmation statements, AGMs, licence renewals and tax filings differ by entity and jurisdiction. Tracking them in spreadsheets is a risk you carry for every client.

Registers kept by hand

Director and shareholder changes are recorded in documents and spreadsheets with no reliable history of who changed what, and when.

Documents that are hard to produce

When a bank, regulator or client asks for certificates or resolutions, finding the right version takes too long.

Ad-hoc work that goes unbilled

One-off requests like director changes or address updates are handled quickly and then forgotten at invoice time.

Entity management and compliance in one workspace.

FinnDesk keeps every entity you manage on schedule, with its records, documents and billing in one place.

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

Practice management for corporate service providers, answered

What does practice management software do for a corporate service provider?

It keeps every entity you administer on schedule: compliance deadlines, registers, statutory documents, team tasks and billing. FinnDesk holds all of it on one record per client group, across every jurisdiction you work in.

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.

Still have a question? Talk to us

Keep every entity on schedule.

14-day full-feature trial, no credit card. Import your entities and see a full year of compliance deadlines in one calendar.

I'd rather see a demo first

14-day free trial · No credit card · Setup in under 10 minutes