Tracker — Clients
3 clients · 4 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. |