Magpie keeps each client company's registers and works out its filing dates. Directors sign written resolutions from an email.

Yes. Your practice's team keeps every client company, each with its own registers, filings and documents. The Coming up list shows all their dates, with the company on each line. Filings, resolutions, contracts and documents can be narrowed to one company. On the Free plan, a team keeps 1 company; Pro and the Team plan have no limit.

Three registers print for each company: members, directors and officers, and transfers and allotments. A stock ledger prints too. Each prints as a PDF as of a date you choose. Every share transaction is recorded once, with its date, and never edited.

Yes. Each issue takes its class's next certificate number, and the certificate prints as a PDF. A transfer of part of a holding issues a balance certificate for the shares kept. A transfer of more shares than the holder has on that date is refused. A mistake is corrected with Reverse, and the register shows both entries.

Import JSON adds a company with its officers, its share issues and transfers, and its filings. Magpie's prompt tells an assistant how to make it from your spreadsheet. A preview lists every record it would make and every problem it found. Nothing is added until every problem is fixed and you choose Import.

Magpie has starters for companies in the UK, the US, Canada and Australia. A UK private limited company starts with its confirmation statement, annual accounts and tax return. The starter lists each filing's rule and authority, the usual fee and its official source. You add any other filing by hand, with a rule for its next date.

Complete records the day it was filed, the fee paid and a note. The filing confirmation is kept with it as proof. The next due date then follows the filing's rule. A statement filed early moves the next date, so you change it on the filing.

Each filing can have an owner from your staff, who gets its reminders. Without one, you and every other admin get them. Reminders will go 90, 30, 14 and 7 days before the due date, and on the day. Another will go every week while it is overdue. A monthly digest can email you and your keepers the next 60 days.

Yes, on their contact's page. A director or shareholder whose name matches a contact is linked to it. Their page lists each adopted resolution they signed, with the company's name. Only the people who can open Company Records see those lines.

Magpie's starters cover the usual decisions of the board and of the members. They include appointing or removing a director, issuing shares, approving a transfer and declaring a dividend. Changing the registered office or the year end, and approving the annual accounts, are there too. Each starter is a standard text, not legal advice. The company's articles or bylaws say who must sign.

Each director will get an email from you with a link of their own. They open the resolution without signing in, then draw or type their signature. Magpie will make them a free account at that address, unless they have one. You can email anyone who has not signed a new link from the request. Once the last one signs, each signer will get the signed PDF and its certificate.

Appointing a director adds them to the register of directors from the day given. A resignation records the day they leave. Changing the registered office or the year end changes the company's page. An allotment, a transfer or an option grant is prepared from your answers. You check it and record it.

Yes. Your own text starts the resolution as a Document, written as you like. A starter's text can also become a Document you change freely. The members' written resolution starter takes your own words for its decision. Each is sent for signature the same way.

Yes. You record it as adopted, with the day, the meeting and any signed copy. The text will then be fixed, and the signed copy filed as a Resolution. What the starter records, such as a new director, is recorded too.

A meeting can be a board meeting, an AGM or a general meeting. Its page records the place, the day notice was given, who came and who sent apologies. Magpie starts the minutes as a Document listing who was there and the resolutions adopted. Closing the minutes files them as a PDF, and they no longer change.

Yes. You share the minutes with the chair as a reviewer. They comment and suggest wording, and nothing changes until you accept it. They open only that document, as a guest of your team. When the minutes are final, you close them and they are filed.

Yes. Each document is filed against the company, or one of its records such as a filing. The kinds start with certificate of incorporation, articles or bylaws, shareholders' agreement and minutes. A file can be up to 25 MB, and it is encrypted where it is stored. You and the other admins are emailed 30 and 7 days before a document expires.

A SAFE or a convertible note is recorded with its amount, cap and discount. Converting it records the shares it became. Each grant from an option plan's pool has a vesting schedule with a cliff. The Coming up list shows grants reaching their cliff. The fully diluted cap table counts post-money SAFEs as converted at their caps.

Yes. Each contract has its term, whether it renews by itself and its notice period. Its last day to give notice is worked out from its end and the notice period. Its owner is reminded 60 and 30 days before that day, and on it. Once you record that notice was given, the contract ends with its term.

Yes. One setting puts every filing date, contract date and meeting on the team calendar. Each event names its company and will move when its date changes. Your own feed address shows the same dates in Google Calendar or Apple Calendar. It shows titles and dates only.

Yes. You send the first invoice and make it recurring every year, on the same date. Each invoice will be emailed with a Pay online button, and the client pays by card. Payments go to your own Stripe account, and Magpie adds no fee. You can pause the schedule, change its lines or end it.

Yes. You record the fee as an expense, mark it reimbursable and choose the client. It then goes on an invoice you send them, as a line of its own. Issuing the invoice marks the expense billed. The completed filing keeps the fee paid as well.

Company Records opens only for you, the team's other admins and the keepers you name. Other members of the team do not see it. Each file is encrypted where it is stored. Reminder emails contain titles, dates and a link, never amounts, share counts or holders' names.

Each resolution reaches them by email to sign. A director you invite to review the minutes opens only that document. A client portal shows them the invoices and files you share with them. Company Records opens only for your admins and keepers, and a keeper sees every client company.

Yes. Their team invites you as a guest with Company Records, and names you a keeper. You then switch to their team from the team selector, where it is marked Guest. A guest takes no place on their plan.