Accountancy practice · new corporate client onboarding
Business risk for accountant client onboarding
The problem
When an accountant takes on a new corporate client, the partner wants a fast read on whether this is a clean engagement. Status filings up to date, no insolvency events, officers stable. Pulling the CH WebFiling reports manually is fine for one-off but cripples a practice that's onboarding 5-10 corporate clients a month.
How Stratum fits
Drop the business-risk endpoint into your onboarding workflow. One call returns the A-F score + filings status + officer history + group structure. Pair with the sanctions-screening endpoint for the AML-side checks. The combined response feeds the new-client risk-acceptance memo without manual data entry.
One request
# Request
curl https://api.stratumapis.com/v1/business-risk/00445790 -H "x-stratum-key: $KEY"
# Response
{ "riskScore": "B", "filingStatus": "current", "officerStability12m": "stable", "factors": {...} }Set $KEY from your dashboard.
Frequently asked
Does this catch struck-off + dissolved companies?
Yes. Companies House marks them with `companyStatus: 'dissolved'`/`'liquidation'`. The score immediately reflects status; we surface it as the top-line factor.
Does it integrate with practice-management software?
Karbon, Senta, IRIS — REST + JSON, so most practice-management software has a webhook hook to drop the call in. Talk to us about Pro tier for white-glove integration.
How does this compare to running the CH report manually?
Same data; pre-computed score; one-call vs five-tab workflow. PAYG pricing fits practices onboarding 5-50 corporate clients per month.