Client forms & authority records
Collect client information and keep authority documentation attached to the people and companies your practice acts for.
Professional filing work often depends on information and authority that sits outside the statutory form itself. AAA WebFiling includes client-form and document workflows so this material can be kept in the same operational environment as the company portfolio.
The platform can generate and retain authority or power-of-attorney-style documentation used by a practice's own engagement process. This website does not claim that Companies House requires one universal “Companies House power of attorney form” for every electronic filing.
Current record types and workflows
Client information forms
Create client forms, issue secure form links and bring submitted information into authorised administrative workflows.
Authority / PoA records
Prepare and retain documents used to evidence the authority your practice relies on, subject to your own legal and professional requirements.
Supporting documents
Store permitted supporting files against relevant user or address-book records so they can be found alongside the operational relationship they support.
Reusable contact records
Maintain address-book records for people and organisations used across client administration rather than re-entering the same details for each task.
Create Client Form
Create a secure information and authority workflow for a client.
Authority is contextual
Whether a particular authority, engagement letter, power of attorney or board approval is legally required depends on the service being performed, the client's instructions, the professional relationship and the relevant law or regulatory rules. AAA WebFiling provides document and record tools; it does not decide which authority instrument is legally sufficient for a particular matter.
Keep filing credentials separate
Client-authority documentation should not become a place to publish filing credentials. Companies House company authentication codes, director/PSC personal codes, passwords, OAuth secrets and API keys should be treated as sensitive credentials and kept out of general client documents and public support material.
Digital signature support
The application contains client signature and DocuSign-related workflows for supported documents. The validity and appropriateness of an electronic signature for a particular document remains a matter for the user's own legal and professional assessment.