How DirectSolo works — from setup to organised in minutes
DirectSolo is designed to be useful from the first session. Most directors are fully set up within five minutes and have their Companies House deadlines, active clients, and first tasks on their dashboard within the hour.
Here's exactly what happens when you sign up.
Step 1 – Create your free account
Sign up with your email address. No billing details required for the free plan. Your account is created instantly and you're taken straight to your dashboard.
Connect your limited company
Enter your company number and DirectSolo fetches your company details automatically from Companies House. Your registered address, director name, incorporation date, and filing history are pulled in instantly.
Your filing deadlines appear automatically
As soon as your company is connected, DirectSolo calculates your next confirmation statement due date and annual accounts deadline. These appear on your dashboard with a live countdown — no manual entry needed.
Step 2 – Set up your workspace
Personalise your dashboard for how you actually work. Add the clients you're currently serving and the projects you're actively running. This takes around two minutes for most directors.
Add your clients and active projects
Create client records with contact details, contract values, and renewal dates. Set up your pipeline stages to match your sales process — from initial prospect through to retained client. Each project gets its own record with status, due dates, and notes.
Import or upload your key documents
Upload your most important documents — insurance certificates, accountant correspondence, client contracts, HMRC letters — into organised folders. Use the AI-powered scanner to make physical documents searchable. Your files are stored securely in the cloud.
Step 3 – Run your company from one place
Your dashboard becomes your company's operating centre. Open it each morning and see exactly what needs attention today — without checking five different tools or scanning through a spreadsheet.
Your dashboard at a glance
The dashboard shows today's priority tasks, upcoming deadlines, client health scores, and any reminders due this week. You can customise which panels appear and in what order — so your most important data is always at the top.
Stay on top of compliance, clients, and tasks year-round
Filing deadlines are tracked automatically. Client follow-ups are prompted based on last contact date. Tasks are surfaced in priority order each morning. DirectSolo keeps everything moving without you having to remember it all manually.
Why solo directors choose DirectSolo
Accounting software like Xero and QuickBooks handles your bookkeeping and tax returns — but they stop there. They don't help you track client relationships, monitor your pipeline, manage daily tasks, or track Companies House filing deadlines.
The gap between accounting software and actually running your company day-to-day has traditionally been filled with spreadsheets, paper notes, and a collection of browser bookmarks. DirectSolo exists to close that gap — giving you a single place for the operational side of your limited company.
- Companies House deadlines tracked automatically
- Client CRM without enterprise complexity
- Task management built for solo work rhythms
- Document storage integrated with the rest
- No training required — up and running in minutes
- Built specifically for UK Ltd company directors