Tracker — Clients
6 clients · 8 of 10 periods. Prospects live on the Prospects dashboard.
| Client | Companies / periods | Focus period end | CNF deadline | Days | Requirement | Workflow | Owner | Next action | |
|---|---|---|---|---|---|---|---|---|---|
Northbridge Analytics Ltd Client | Northbridge Analytics Ltd 12345678 | 31 Dec 2025 | 30 Jun 2026 | 43 days | Submit precautionary CNF | Awaiting client info | Priya Shah | 15 Feb 2026 Chase finance director for prior-year R&D papers. | |
Tideway Pharma Group Client | 2 companies · 2 periods | 31 Dec 2025 | 30 Jun 2026 | 43 days | CNF likely needed | Ready to submit | Helena Wright | 20 Jun 2026 Submit via HMRC portal once partner approves. | |
Kingsmere Logistics Ltd Client | Kingsmere Logistics Ltd 03322110 | 31 Jan 2026 | 31 Jul 2026 | 74 days | Submit precautionary CNF | Ready to submit | Priya Shah | 20 Jul 2026 Submit before month end. | |
Foxglove Diagnostics Group Client | 2 companies · 2 periods | 31 Mar 2026 | 30 Sep 2026 | 135 days | CNF likely needed | In progress | Helena Wright | 15 Aug 2026 Draft CNF. | |
Carnaby Foods Ltd Client | Carnaby Foods Ltd 15667788 | 30 Apr 2026 | 30 Oct 2026 | 165 days | CNF likely needed | Awaiting client info | Priya Shah | 1 Jul 2026 Chase prior accountant for R&D claim history. | |
Lyon & Pace Architects Ltd Client | Lyon & Pace Architects Ltd 04433221 | 31 May 2026 | 30 Nov 2026 | 196 days | Unknown / needs review | Not started | Daniel Okafor | 1 Aug 2026 Internal review with manager. |