THE PLATFORM
The platform, in full.
From bulk upload to client delivery — every step automated, audited, and GDPR compliant. UK-based hosting. Bank-grade encryption.
Upload once, process everything.
Drop a single PDF containing every letter from today's post and use ComplyPost as your mailroom automation layer. Advanced document reading technology processes every page — printed and handwritten text alike. Supports PDFs up to 100MB with resumable uploads that recover automatically from network interruptions.
No per-letter scanning, no page-by-page uploads, no manual tagging. One file, one upload, all your mail handled. Start reviewing the first letters while the rest are still processing.
AI finds where each letter starts and ends.
Intelligent boundary detection uses your registered address as an anchor point, combining structured rules with AI analysis to identify where each letter begins and ends — even multi-page letters, stapled documents, and correspondence without clear headers.
Duplicate detection prevents reprocessing the same letter twice (90-day lookback). No manual splitting. No dragging pages between documents.
Every letter read, classified, and summarised.
For each letter, ComplyPost extracts the sender, matches a client, assigns a priority level (critical, high, medium, low), generates a one-line summary, detects deadlines, and tags the category — tax, legal, banking, insurance, government, or utilities.
Sender intelligence improves accuracy over time. After five confirmed matches at 95%+ confidence, ComplyPost auto-classifies future letters from that sender. Every field remains editable — you retain full control.
Review and confirm in seconds, not hours.
The three-panel review interface shows letter cards on the left, a PDF preview in the centre, and AI analysis on the right. Inline editing, keyboard shortcuts (j/k to navigate, E to edit, Enter to confirm), and batch confirmation let you process a stack of 50 letters in minutes.
Progressive processing means letters appear in your review queue as they're analysed. Start confirming and sending while the AI handles the rest of the batch.
Find any letter in seconds with smart search.
Search across your entire correspondence archive by sender, client, category, date, or plain-English query. Ask 'all HMRC letters for Johnson & Partners this year' and get an instant filtered list — no filing cabinets, no hunting through email chains.
Smart search understands context: searching for 'penalty notice' surfaces HMRC and Companies House letters even if the word 'penalty' doesn't appear verbatim. Available on Pro and Enterprise plans.
Your client list, enriched automatically.
Add clients manually, import via CSV, or look up Companies House directly. Enter a company number and ComplyPost auto-fills the company name, registered address, incorporation date, and officer names.
The address scan feature queries Companies House for every company registered at your address — showing you exactly who should be using your registered office service. Detect new registrations and address mismatches automatically. Import matches as clients in one click.
See who's paying for your registered office service.
Connect QuickBooks securely and ComplyPost shows you which clients have an active registered office invoice and which don't. Map your QuickBooks items to client records and see revenue at a glance.
Available on Pro and Enterprise plans. Essential for firms that need to ensure every registered office client is being billed correctly.
Deliver letters by email with your own domain.
One-click or batch sending delivers each letter as a PDF attachment to the matched client's email address. Track sent, delivered, and bounced statuses from a single dashboard.
Pro plan users can set up a custom email domain (e.g. [email protected]) with a simple domain setup, so correspondence arrives from your brand — not ours. Bounce handling flags client records automatically.
A correspondence portal your clients will use.
Give clients access to a branded portal where they can view, search, and download every letter you've processed for them. Magic link access — no passwords to remember, no accounts to manage.
Position it as a premium service. Firms using the client portal typically charge higher registered office fees because clients get instant digital access to all their statutory correspondence.
Never miss a deadline buried in a letter.
ComplyPost automatically extracts deadlines from correspondence — tax filing dates, annual return reminders, penalty notice windows, and more. View them on a calendar, receive email reminders at 7 days and 1 day before, and filter by client or priority.
Snooze or dismiss deadlines you've already handled. Status transitions enforce a structured workflow so nothing falls through the cracks.
Every action logged. Every document tracked.
An immutable audit trail records every upload, review, edit, send, view, and download — with the user, timestamp, and action type. 72 distinct audit event types. Export the full log as CSV for your compliance records.
Data retention policies are enforced automatically per plan (30 days Free, 5 years Pro). GDPR subject access request exports and secure one-click deletion are built in. All data secured with bank-grade encryption and stored on UK-based servers.
Invite your team with the right permissions.
Structured user permissions with four levels: Owner, Admin, Operator, and Viewer. Control who can upload, review, send, manage clients, and access billing. Invite team members by email with their role pre-assigned.
Free plan includes 1 user. Starter includes 3 users. Pro includes 15 users. Enterprise plans offer unlimited team members with SSO.
See how your mail processing is performing.
The analytics dashboard shows letters processed over time, average processing speed, top senders, client activity, priority distribution, delivery success rates, and cost tracking.
Export data for practice management reporting. Identify trends, detect bottlenecks, and demonstrate operational efficiency improvements to partners.
MAILROOM AUTOMATION
Need the same platform framed around mailroom automation?
See ComplyPost through the lens of bulk scanning, document routing, searchable archives, and postroom control.
Process tomorrow's post in minutes.
Free plan includes 100 pages a month. No credit card required.
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