Important items register
Know where every original is right now
A safe custody register for the trust deeds, wills, company registers and powers of attorney you hold for clients, and for the laptops, fobs and car park swipes you lend your team. Check each one out and back in, and see its full history.
Full functionality on the Professional tier
| Client | Type | Established | Event Date | Location | Notes | Status, history and documents |
|---|---|---|---|---|---|---|
| Bull Nominees Pty Ltd | ConstitutionCompany Register | 30/06/2026 | 28/09/2026Registers received | Company Registers | Constitution, share and member registers, filed together. | |
| Crazy Bull Family Trust | Trust Deed | 03/06/2014 | 12/05/2021Original received | Compactus | Original deed and the 2021 deed of variation. | |
| Cloud Accountants | Laptop | 23/06/2026 | 24/09/2026Issued to Maya Chen | Checked out of Hardware Cupboard | Serial HX-4471-2208 | |
| Cloud Accountants | Fob | 01/09/2026Sam Ortega - Fob 10442 | Checked out of Safe | Front door and lift fob. | ||
| Cloud Accountants | Car Park Swipe | 14/08/2026Returned by Tom Walsh | Safe | |||
| Bull Antics Pty Ltd | ConstitutionShare Register | 12/03/2015 | 21/07/2026Registers updated | Compactus | Share register updated for the new allotment. | |
| Bull Super Fund | Trust Deed | 15/12/2015 | 02/07/2026Deed update received | Compactus | Original deed and the 2026 update. | |
| Bull, Ryan | WillPower of Attorney | 17/03/2026Originals dropped in | Safe | Original will and power of attorney, scanned in. |
Illustrative view. A sample client group and practice.
What goes wrong today
The original is never where it should be
A client or their bank asks for the trust deed, and someone has to search the storage room and then ask around.
Nobody wrote down who took it
A document leaves the office for signing, or a laptop goes home with a new starter, and there’s no record of who has it or why.
The scan is buried in a permanent file
Even when the original is safe, finding the scanned copy means digging through years of folders in the document management.
Out of the office and back
Follow one trust deed out and back
This is the Crazy Bull Family Trust, part of a sample client group, alongside the sample practice’s own laptops and fobs. The dates and notes are made up, but each step works the way the tool does.
Record anything worth keeping track of
Add the client, what the item is, when it was established and where it lives. One entry can cover several items, such as a constitution and its registers.
Check it out when it leaves the office
Record the date and why it went, and the item turns red in the list, so anyone can see it’s out and where it was taken from.
Check it back in, with the full history
When it comes back, record where it’s going. The item turns green, and its history shows every move, who made it and why.
Open the scan without pulling the original
Link the scanned copy from your document management, so the team can read it in a click instead of digging through the permanent file.
- Record anything worth keeping track of
- Check it out when it leaves the office
- Check it back in, with the full history
- Open the scan without pulling the original
Record anything worth keeping track of
Add the client, what the item is, when it was established and where it lives. One entry can cover several items, such as a constitution and its registers.
Client *Bull Nominees Pty Ltd
Establishment Date30/06/2026
Event Date28/09/2026
Event DescriptionRegisters received
TypeConstitutionCompany Register
LocationCompany Registers
Status Checked in
Constitution, share and member registers, filed together. The scans are in the company’s permanent file.
Illustrative AccountKit Important Items Register. A sample client group and practice, made-up dates and serials.
Check it out when it leaves the office
Record the date and why it went, and the item turns red in the list, so anyone can see it’s out and where it was taken from.
| Client | Type | Established | Event Date | Location | Notes | Status, history and documents |
|---|---|---|---|---|---|---|
| Bull Nominees Pty Ltd | ConstitutionCompany Register | 30/06/2026 | 28/09/2026Registers received | Company Registers | Constitution, share and member registers, filed together. | |
| Crazy Bull Family Trust | Trust Deed | 03/06/2014 | 12/05/2021Original received | Compactus | Original deed and the 2021 deed of variation. | |
| Cloud Accountants | Laptop | 23/06/2026 | 24/09/2026Issued to Maya Chen | Checked out of Hardware Cupboard | Serial HX-4471-2208 | |
| Cloud Accountants | Fob | 01/09/2026Sam Ortega - Fob 10442 | Checked out of Safe | Front door and lift fob. | ||
| Cloud Accountants | Car Park Swipe | 14/08/2026Returned by Tom Walsh | Safe | |||
| Bull Antics Pty Ltd | ConstitutionShare Register | 12/03/2015 | 21/07/2026Registers updated | Compactus | Share register updated for the new allotment. | |
| Bull Super Fund | Trust Deed | 15/12/2015 | 02/07/2026Deed update received | Compactus | Original deed and the 2026 update. | |
| Bull, Ryan | WillPower of Attorney | 17/03/2026Originals dropped in | Safe | Original will and power of attorney, scanned in. | ||
| Bull Property Trust | Trust Deed | 08/11/2018 | 10/02/2026Sent to the lender | Checked out of Compactus | Requested for the refinance. |
Event Date22/09/2026 13:18
NotesRequested by Ashlee and Ryan’s solicitor for estate planning.
Illustrative AccountKit Important Items Register. A sample client group and practice, made-up dates and serials.
Check it back in, with the full history
When it comes back, record where it’s going. The item turns green, and its history shows every move, who made it and why.
| Client | Type | Established | Event Date | Location | Notes | Status, history and documents |
|---|---|---|---|---|---|---|
| Bull Nominees Pty Ltd | ConstitutionCompany Register | 30/06/2026 | 28/09/2026Registers received | Company Registers | Constitution, share and member registers, filed together. | |
| Crazy Bull Family Trust | Trust Deed | 03/06/2014 | 22/09/2026Sent to the solicitor | Checked out of Compactus | Original deed and the 2021 deed of variation. | |
| Cloud Accountants | Laptop | 23/06/2026 | 24/09/2026Issued to Maya Chen | Checked out of Hardware Cupboard | Serial HX-4471-2208 | |
| Cloud Accountants | Fob | 01/09/2026Sam Ortega - Fob 10442 | Checked out of Safe | Front door and lift fob. | ||
| Cloud Accountants | Car Park Swipe | 14/08/2026Returned by Tom Walsh | Safe | |||
| Bull Antics Pty Ltd | ConstitutionShare Register | 12/03/2015 | 21/07/2026Registers updated | Compactus | Share register updated for the new allotment. | |
| Bull Super Fund | Trust Deed | 15/12/2015 | 02/07/2026Deed update received | Compactus | Original deed and the 2026 update. | |
| Bull, Ryan | WillPower of Attorney | 17/03/2026Originals dropped in | Safe | Original will and power of attorney, scanned in. | ||
| Bull Property Trust | Trust Deed | 08/11/2018 | 10/02/2026Sent to the lender | Checked out of Compactus | Requested for the refinance. |
- 01/10/2026 14:10Checked in to CompactusPaul MurrayCouriered back by the solicitor.
- 22/09/2026 13:18Checked out of CompactusPaul MurrayRequested by Ashlee and Ryan’s solicitor for estate planning.
- 12/05/2021 09:40Added to the registerMaya ChenOriginal deed and the 2021 deed of variation.
Event Date01/10/2026 14:10
LocationCompactus
NotesCouriered back by the solicitor.
Illustrative AccountKit Important Items Register. A sample client group and practice, made-up dates and serials.
Open the scan without pulling the original
Link the scanned copy from your document management, so the team can read it in a click instead of digging through the permanent file.
| Client | Type | Established | Event Date | Location | Notes | Status, history and documents |
|---|---|---|---|---|---|---|
| Bull Nominees Pty Ltd | ConstitutionCompany Register | 30/06/2026 | 28/09/2026Registers received | Company Registers | Constitution, share and member registers, filed together. | |
| Crazy Bull Family Trust | Trust Deed | 03/06/2014 | 01/10/2026Couriered back | Compactus | Original deed and the 2021 deed of variation. | |
| Cloud Accountants | Laptop | 23/06/2026 | 24/09/2026Issued to Maya Chen | Checked out of Hardware Cupboard | Serial HX-4471-2208 | |
| Cloud Accountants | Fob | 01/09/2026Sam Ortega - Fob 10442 | Checked out of Safe | Front door and lift fob. | ||
| Cloud Accountants | Car Park Swipe | 14/08/2026Returned by Tom Walsh | Safe | |||
| Bull Antics Pty Ltd | ConstitutionShare Register | 12/03/2015 | 21/07/2026Registers updated | Compactus | Share register updated for the new allotment. | |
| Bull Super Fund | Trust Deed | 15/12/2015 | 02/07/2026Deed update received | Compactus | Original deed and the 2026 update. | |
| Bull, Ryan | WillPower of Attorney | 17/03/2026Originals dropped in | Safe | Original will and power of attorney, scanned in. | ||
| Bull Property Trust | Trust Deed | 08/11/2018 | 10/02/2026Sent to the lender | Checked out of Compactus | Requested for the refinance. |
Trust Deed - Crazy Bull Family Trust - Est 2014.pdf62 KB
Illustrative AccountKit Important Items Register. A sample client group and practice, made-up dates and serials.
Who it’s for
Built for practices that hold originals for clients
Practices that keep trust deeds, wills, company registers or other originals for clients, and lend equipment to staff. Locations and item types are set in practice settings to match how your office stores things.
How often it comes round
Whenever an item comes in, leaves the office or comes back.
- When an original arrives
- Add it with its location and a link to the scan.
- When it leaves
- Check it out with the date and why it went.
- When a client asks
- Find it in the list and see where it is now.
Questions
What practices ask about important items register
What can we track in the important items register?
Anything the practice holds or lends: client documents such as trust deeds, wills, company registers and powers of attorney, and practice items such as laptops, fobs and car park swipes.
How do we know if an item is in the office?
Each item shows a green icon when it’s checked in and a red one when it’s checked out, with where it was taken from.
Can we see where an item has been?
Yes. Every check-out and check-in is recorded with the date and notes, and the item’s full history is one click away.
Can we link the scanned copy?
Yes. Link files from your cloud document management system, or a web address, to any item.
Can we set our own storage locations?
Yes. A user with the right access sets the locations and item types in practice settings.
Which AccountKit plan includes the important items register?
Full functionality is on the Professional tier.
Related tools
Tools that sit beside this one
- Consulting
Client mapping tool
Diagrams of client structures, software and processes, with client details kept in sync.Explore a client group - Compliance
Account reconciler
Reconcile any balance sheet account through the year, from clearing accounts and suspense to loans, linked back to source verifications.Verify a suspense account
Also in the toolkit
- Correspondence registerCalls, file notes, meeting notes, SMS and emails logged against the client, with practice-wide templates.
- Knowledge CentreYour internal processes, kept where the work happens and linked from workflow tasks.
- Professional development registerCPD hours, courses and certificates for the whole team in one view.
The heart of your firm
Know where every original is before the client asks
Start a free 14-day trial and record the originals you hold for one client group, or book a demo to see check-in and check-out.
