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QuickForm is a brand new company formation program that is installed on your computer and enables you to effectively manage the incorporation of a new limited company with the capability to organise and retrieve statutory documents. The software is designed to interface with our online service and link directly into your Companies Wizard account.
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To install QuickForm you will first need to obtain the latest release from the QuickForm product page. The software is delivered in ZIP format so you will need to unpack the zip and run the setup file.
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When you first run QuickForm you will be given the option to run the software in trial mode or registered mode. The trial mode will provide access to most of the features but you will not be able to submit a company for processing until you have a registered reseller account. You can register an account from the following link:
Click here to register a reseller account >>
When you log into QuickForm with your account email and password the software will automatically check to see if you have any company applications, messages or invoices online and if so the data will be downloaded to the software.
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You will need a reseller account before you can utilise all the features of the QuickForm software. A reseller account will also enable you to file companies online and synchronise your software with your online account providing access from any PC connected to the internet.
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The QuickForm software will enable you to take advantage of a more competitive pricing model designed specifically for accountants and resellers. We can also offer additional discounts for high volume users.
To check out the latest reseller prices please refer to the link below:
Reseller homepage
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You can arrange a credit limit with The Company Wizard subject to status. You can check the credit details for your account by clicking on the Credit Management option within the ‘Actions’ menu. To find out more on how you can arrange a credit limit please refer to the following link:
Click here to learn more about our credit facilities >>
Once a credit limit has been agreed all future submission will be debited against your account balance. We will raise an invoice on your account for payment once the credit has expired or at the beginning of each month.
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Forming a new limited company on the QuickForm software is easy. All you need to do is select the ‘Companies’ button in the horizontal navigation bar at the top of the screen. Within the Company Management screen you can then create a new company application by clicking on the relevant button. A new window will then appear asking you to select package that you would like to order.
All the company details can be entered within this window. The key areas of the application can be accessed through the tabs running horizontally along the top of the window. When each tabbed area has been successfully completed a green block will appear to indicate that the information has been validated. When each of the boxes above the tabs appears green you may proceed to the submission page.
On submission the software will perform a final check to validate the information and the system will check to ensure that there is available credit on your account to successfully file the application.
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The QuickForm software includes a range of value added products and services that can be ordered in conjunction with your company application. Below are some of the products and services available within the QuickForm software:
Company seal
Company register
Brass name plate
Printed certificate of incorporation
Printed memorandum and articles
QuickFile Secretarial software
First board minutes
Directors service agreement
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When you access the 'Company Management Screen' you will notice that there are a number of different sub headings to distinguish between the different stages of the incorporation process. Below is a brief description of what each status means:
Incomplete
Fairly self explanatory… an incomplete application can be accessed modified and copied.
Submitted
Once an application has been validated by the software it will be submitted to Companies House for processing. At this stage it is not possible to make further modifications to the company.
Pending
When an application appears as 'pending' within the QuickForm software it means that is has been received by Companies House and is pending examination. An application once submitted will typically stay pending for approximately 4 hours.
An application cannot be modified while it’s status is in ‘pending’.
Parked
A company may be parked following submission if further checks reveal that the application requires modification due to any one of the following reasons:
Duplicate company name
Missing information
Inappropriate details
Often an application may also be parked because it has a sensitive word. There are many words that Companies House deem as sensitive and in order to proceed with the incorporation they will often require further supporting information to be supplied.
If a company is parked you will normally receive a message within the software that indicates the precise nature of the problem.
Completed
A completed application indicates that the company has been officially incorporated at Companies House. By clicking on any completed company you can obtain full details on the information filed as well as a copy of the certificate of incorporation, articles and share certificates. A completed application cannot be modified however you can easily make copies of the company if a template for a new application is required.
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The QuickForm software is designed to continuously synchronise itself with your online reseller account. This process happens autonomously whenever the software is loaded however you can manually synchronise the software at anytime from within the ‘actions’ menu. You may wish to manually synchronise the software to check on the status of a company application or check for messages without resetting the software.
The synchronisation process also means that should you be working from a computer where the QuickForm software is not installed you can access all your company information online at www.Company-Wizard.co.uk.
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In certain cases you may wish to create a new company that has a similar structure to a previously incorporated or saved company, this is where the copy feature comes in handy.
You can copy a company by selecting the company you wish to duplicate and selecting the copy button above the preview pane. When a company is copied it will be moved into the ‘Incomplete’ area where it can be accessed and modified.
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The QuickForm software has a built in messaging system to communicate with our admin department in order to resolve any problems or answer any questions. You can create a new message by clicking on the messages header followed by the ‘create new message’ button. If the message relates to a company on your account you can select it from the drop down menu.
You will be notified of any new messages sent by our admin department on the start page. You can read your new message from the Inbox within the message management screen.
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If you have an agreed credit account with the Company Wizard then you can click on the ‘Invoices’ header to view your existing invoices. This screen enables you to see any new unpaid invoices as well as a history of all the paid invoices, you can also use this screen to obtain information on how to pay an invoice.
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The ‘credit management panel’ can be viewed within the ‘actions’ menu and is designed to provide a snapshot of the current credit position on your account. The panel will show the following information:
Total expenditure
This is the total amount spent on the reseller account.
Payments made on account
This is the total amount paid to clear any invoices raised on the system.
Card payments
This is the total of all the card payments made to topup the account. Ordinarily this will apply only to non-credit accounts.
Credit limit
If you have agreed credit limit with The Company Wizard it will be displayed here.
Total available credit
This is the bottom line figure to show how much credit is available on the system and is calculated by taking into account all the other values described above.
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From time to time we unfortunately miss small errors in the software that make their way into the release version. This is something that we are obviously keen to minimise however if you feel that you have identified a bug we would be extremely grateful if you could report the details of the problem to our admin department.
We are always striving to improve our software based on your feedback so if you have any comments whatsoever please do not hesitate to get in touch.
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