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    Annual Return Workflow (Video)

    0:00 Overview 

    0:45 Connect to the Companies Office with RealMe

    2:43 The annual return workflow & using filters

    3:50 Update a company’s filing responsibility

    6:00 Check for overdue returns

    6:40 Export filing report

    8:10 Bulk start workflow & send extract

    9:53 Client view of extract & verification process

    12:35 Client response - no changes

    13:11 Bulk file returns

    14:40 Error warning troubleshooting

    15:35 Extensive shareholding

    16:54 Review client response - changes

    19:06 Update the companies office

    21:26 Non responsive clients - how to follow up

    23:37 Upcoming enhancements

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