{"id":10231,"date":"2023-06-22T12:50:50","date_gmt":"2023-06-22T11:50:50","guid":{"rendered":"https:\/\/www.qualitycompanyformations.co.uk\/blog\/?p=10231"},"modified":"2024-05-01T00:21:22","modified_gmt":"2024-04-30T23:21:22","slug":"using-your-client-portal","status":"publish","type":"post","link":"https:\/\/www.qualitycompanyformations.co.uk\/blog\/using-your-client-portal\/","title":{"rendered":"A guide to using your QCF Client Portal"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">When you form a company with us you, get free and immediate access to the Client Portal. This tool allows you to take care of various admin tasks for your limited company, and manage the services that you have in place with us. In this post, we\u2019re going to take you through exactly what you can do with the Client Portal.<\/span><\/p>\n<h3>Logging in to the Client Portal<\/h3>\n<p><span style=\"font-weight: 400;\">You will have provided a \u2018Username\u2019 and \u2018Password\u2019 when forming your company with us. Enter these details on the <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/login\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">\u2018Account Login\u2019 page<\/span><\/a><span style=\"font-weight: 400;\"> (accessible from the top-right of our <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">homepage<\/span><\/a><span style=\"font-weight: 400;\">) and select \u2018Submit\u2019 to access the Client Portal.<\/span><\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10322\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-225.jpg\" alt=\"Screenshot of the QCF 'Account Login' page\" width=\"1500\" height=\"848\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-225.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-225-531x300.jpg 531w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/07\/MicrosoftTeams-image-225-768x434.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/h3>\n<h3>Welcome to the Customer Dashboard<\/h3>\n<p><span style=\"font-weight: 400;\">You\u2019ll now see the main hub area of your account. This area is broken up into 8 clickable sections (My Details, My Companies, My Order History, My Mail, My Invoice History, My Services &amp; Renewals, Card Management, and Import a Company).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-10251 size-full\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/2_QCF_Customer-Dashboard-1.jpg\" alt=\"Screenshot of the QCF Client Portal dashboard page\" width=\"1024\" height=\"1145\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/2_QCF_Customer-Dashboard-1.jpg 1024w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/2_QCF_Customer-Dashboard-1-268x300.jpg 268w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/2_QCF_Customer-Dashboard-1-768x859.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This page also includes a \u2018Find Quick Answers\u2019 area dedicated to common questions we receive (and the answers), such as \u201cHow do I renew my address service(s)?\u201d, \u201cWhat is the confirmation statement and do I need to file one?\u201d, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, let\u2019s look at what you can do by clicking on the dashboard boxes.\u00a0\u00a0<\/span><\/p>\n<h3>My Details<\/h3>\n<p><span style=\"font-weight: 400;\">Here\u2019s where you can update information about the account holder (the person who formed the company with us). You can review and change any of the below information:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The organisation of the account holder<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Account holder\u2019s title<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Account holder\u2019s name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Username<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Password\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Primary contact address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Billing address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Primary email address\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Billing email address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Primary phone number<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Billing phone number<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notification settings &#8211; this allows you to opt-in to our newsletter, and switch on and off <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/blog\/how-to-file-a-confirmation-statement\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">confirmation statement<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/blog\/preparing-annual-accounts-limited-company\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">annual account<\/span><\/a><span style=\"font-weight: 400;\"> notification emails (these reminders are sent out as your due dates approach)<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10252\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/3_QCF_My-Details-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'My Details' page\" width=\"1024\" height=\"1554\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/3_QCF_My-Details-1.jpg 1024w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/3_QCF_My-Details-1-198x300.jpg 198w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/3_QCF_My-Details-1-768x1165.jpg 768w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/3_QCF_My-Details-1-1012x1536.jpg 1012w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>My Companies<\/h3>\n<p><span style=\"font-weight: 400;\">From here, you will see any companies that you have formed with us, as well as any that have been imported (more on this shortly). Select \u2018View\u2019 next to the company that you wish to work on.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10253\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/4_QCF_My-Companies-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'My Companies' page\" width=\"1500\" height=\"621\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/4_QCF_My-Companies-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/4_QCF_My-Companies-1-600x248.jpg 600w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/4_QCF_My-Companies-1-725x300.jpg 725w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/4_QCF_My-Companies-1-768x318.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will now be taken to the main area for managing your limited company, where you will be immediately presented with the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company registration number<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/blog\/company-authentication-code\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Auth. code<\/span><\/a><span style=\"font-weight: 400;\"> (also known as the webfiling authentication code)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company type<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company jurisdiction<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Registered office address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/blog\/choosing-sic-code-limited-company\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">SIC code<\/span><\/a><span style=\"font-weight: 400;\">(s)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Due date for the confirmation statement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Due date for company accounts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Made up to date for previous company accounts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reference date (also known as the accounting reference date)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The names of all directors, secretaries and people with significant control<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company statement information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The names of all shareholders and information about the shares that they hold<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company documents, including the memorandum and articles of association, and share certificates (via the \u2018Documents\u2019 tab at the top of the page)<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10254\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/5_QCF_My-Companies-2-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Overview' page\" width=\"1024\" height=\"1332\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/5_QCF_My-Companies-2-1.jpg 1024w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/5_QCF_My-Companies-2-1-231x300.jpg 231w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/5_QCF_My-Companies-2-1-768x999.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">As well as being able to view the above company information, you can also make changes to your company. These changes then sync up with <\/span><a href=\"https:\/\/find-and-update.company-information.service.gov.uk\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Companies House<\/span><\/a><span style=\"font-weight: 400;\">. You can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update the company name (\u00a369.99)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update the registered office address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">File a confirmation statement (\u00a349.99)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Update the reference date<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notify Companies House of a new director, secretary or person with significant control<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notify Companies House of an update to an existing director, secretary or person with significant control<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notify Companies House of the removal of a director, secretary or person with significant control\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">By selecting the \u2018Shop\u2019 tab, located at the top of the page, you can purchase services for your company (such as the <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/services\/registered-office-address\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Registered Office Address Service<\/span><\/a><span style=\"font-weight: 400;\"> and <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/services\/dormant-company-accounts\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Dormant Company Accounts Service<\/span><\/a><span style=\"font-weight: 400;\">). You will be presented with a list of our services and the option to add any that you want to your cart &#8211; you can then complete the payment at the checkout.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, you can also browse our dedicated partner offers through the \u2018Getting Started\u2019 tab. This includes the facility to choose a business bank account, pick up a card acquiring service, and sign-up for accounting software. Simply select \u2018Add to Cart\u2019 next to the offer that you would like to take advantage of &#8211; you can then complete the checkout process (however, payment is not required).\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<\/span><\/p>\n<h3>My Order History<\/h3>\n<p><span style=\"font-weight: 400;\">As you would expect, this is the section where you are able to view the different orders that you have made with QCF. Select \u2018Details\u2019 next to the service that want to look into.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10255\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/6_QCF_Order-History-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Order History' page\" width=\"1500\" height=\"621\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/6_QCF_Order-History-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/6_QCF_Order-History-1-600x248.jpg 600w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/6_QCF_Order-History-1-725x300.jpg 725w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/6_QCF_Order-History-1-768x318.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can then see how that particular order was broken down.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10256\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/7_QCF_Order-Details-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Order Details' page\" width=\"1024\" height=\"984\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/7_QCF_Order-Details-1.jpg 1024w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/7_QCF_Order-Details-1-312x300.jpg 312w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/7_QCF_Order-Details-1-768x738.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>My Mail<\/h3>\n<p><span style=\"font-weight: 400;\">If you have an address service with us &#8211; such as the <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/services\/registered-office-address\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Registered Office Address Service<\/span><\/a><span style=\"font-weight: 400;\"> or <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/services\/directors-service-address\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Director&#8217;s Service Address<\/span><\/a><span style=\"font-weight: 400;\"> &#8211;\u00a0 we will securely open and scan your mail from Companies House, <\/span><a href=\"https:\/\/www.gov.uk\/government\/organisations\/hm-revenue-customs\" data-wpel-link=\"external\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">HM Revenue &amp; Customs<\/span><\/a><span style=\"font-weight: 400;\">, the <\/span><a href=\"https:\/\/ico.org.uk\/\" data-wpel-link=\"external\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Information Commissioner\u2019s Office<\/span><\/a><span style=\"font-weight: 400;\">\u00a0and other government agencies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As well as these scans being emailed to you, you can access them from here whenever you want. Also, if you have our <\/span><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/services\/business-address-service\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Business Address Service<\/span><\/a><span style=\"font-weight: 400;\"> and have opted to have your mail scanned and emailed, you can find those scans here too.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select the PDF icon or \u2018Details\u2019 button to view your chosen document.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10257\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/8_QCF_My-Mail-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Processed Mail' page\" width=\"1500\" height=\"729\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/8_QCF_My-Mail-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/8_QCF_My-Mail-1-600x292.jpg 600w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/8_QCF_My-Mail-1-617x300.jpg 617w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/8_QCF_My-Mail-1-768x373.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<h3>My Invoice History<\/h3>\n<p><span style=\"font-weight: 400;\">If you need to view (and download) an invoice from a service that you have with us, visit this section and click on the \u2018Invoice\u2019 link. The invoice will then be presented to you.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10258\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/9_QCF_Invoice-History-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Invoice History' page\" width=\"1500\" height=\"573\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/9_QCF_Invoice-History-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/9_QCF_Invoice-History-1-600x229.jpg 600w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/9_QCF_Invoice-History-1-785x300.jpg 785w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/9_QCF_Invoice-History-1-768x293.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<h3>My Services &amp; Renewals<\/h3>\n<p><span style=\"font-weight: 400;\">All of your renewable services with us, such as any address services, can be viewed and managed here.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Importantly, this is where you need to go to update your forwarding address with us (relevant if you have a Business Address Service whereby we forward all your mail, or you have the Registered Office Address Service or Director&#8217;s Service Address, and we have received an item of mail that must be forwarded on &#8211; such as a cheque). To update the forwarding address, select \u2018Details\u2019 next to the appropriate service.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10259\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/10_QCF_My-Services-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Services' page\" width=\"1500\" height=\"914\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/10_QCF_My-Services-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/10_QCF_My-Services-1-492x300.jpg 492w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/10_QCF_My-Services-1-768x468.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Then, from the \u2018Forwarding Address\u2019 section, click the pencil icon and proceed to enter the new address. Repeat this step for all the address services that you have.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10260\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/11_QCF_Service-Address-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Forwarding Address' feature\" width=\"1500\" height=\"914\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/11_QCF_Service-Address-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/11_QCF_Service-Address-1-492x300.jpg 492w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/11_QCF_Service-Address-1-768x468.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<h3>Card Management<\/h3>\n<p><span style=\"font-weight: 400;\">From time to time, you\u2019ll probably need to update the card information on your account. To do this &#8211; from the \u2018Card Management\u2019 section &#8211; agree to the terms and conditions and select \u2018Set up Payment Authority\u2019.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can then enter the information for the new card. Once you have done this, select \u2018Pay Securely\u2019 &#8211; don\u2019t worry, no money will be taken from your account. This new card will then be displayed as your \u2018Primary Card\u2019, and you can remove any cards that are no longer required.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10261\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/12_QCF_Card-Details.jpg\" alt=\"Screenshot of QCF card payment page\" width=\"1024\" height=\"1055\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/12_QCF_Card-Details.jpg 1024w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/12_QCF_Card-Details-291x300.jpg 291w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/12_QCF_Card-Details-768x791.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>Import a Company<\/h3>\n<p><span style=\"font-weight: 400;\">As well as being able to manage the companies that were formed by us, the Client Portal also allows you to import limited companies that were formed elsewhere. This is particularly helpful to anyone who needs to take care of the admin for multiple companies. All you need to do to import a company is enter the company registration number and authentication code, and select \u2018Search\u2019.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-10262\" src=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/13_QCF_Import-Company-1.jpg\" alt=\"Screenshot of the QCF Client Portal 'Import Company' page\" width=\"1500\" height=\"571\" srcset=\"https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/13_QCF_Import-Company-1.jpg 1500w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/13_QCF_Import-Company-1-600x228.jpg 600w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/13_QCF_Import-Company-1-788x300.jpg 788w, https:\/\/www.qualityformationsblog.co.uk\/wp-content\/uploads\/2023\/06\/13_QCF_Import-Company-1-768x292.jpg 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Review the company information that you see and then confirm the action by selecting \u2018Import\u2019. The company will then be imported and will become accessible from the \u2018My Companies\u2019 section.<\/span><\/p>\n<h3>Thanks for reading<\/h3>\n<p><span style=\"font-weight: 400;\">So there you have it, how to use your Client Portal. This tool is the perfect one-stop shop for looking after your limited company and managing the services that you have with us.<\/span><\/p>\n<p><a href=\"https:\/\/www.qualitycompanyformations.co.uk\/login\/\" data-wpel-link=\"internal\"><span style=\"font-weight: 400;\">Log in now<\/span><\/a><span style=\"font-weight: 400;\"> to see just how easy it is.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We hope you have found this post helpful. If you have any questions about the Client Portal, please let us know with a comment and we\u2019ll get back to you as soon as possible.\u00a0<\/span><\/p>\n"},"excerpt":{"rendered":"<p>When you form a company with us you, get free and immediate access to the Client Portal. This tool allows you to take care of various admin tasks for your limited company, and manage the services that you have in place with us. In this post, we\u2019re going to take you through exactly what you&hellip;<\/p>\n","protected":false},"author":10,"featured_media":10247,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false},"categories":[114],"tags":[],"class_list":["post-10231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-advice","category-114","description-off"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.5 (Yoast SEO v23.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A guide to using your QCF Client Portal<\/title>\n<meta name=\"description\" content=\"The QCF Client Portal helps you manage your limited companies and QCF services. 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