Keep all your client company details in one place. From registration info to GST status, business activities, addresses, and contact details. Easy to update, easy to find.
Maintain up-to-date records of directors, auditors, and other officers. Add or remove roles and track appointments as they change. Everything is logged for compliance and reporting.
Track share capital information, including currency, share classes, and paid-up amounts. Update share types or details as needed.
Manage both individual and corporate shareholders in one place. View shareholdings, certificate details, and ownership structures, all linked to your records.
Store and manage client service agreements like secretarial, registered office, or payroll services. Track fees, durations, and terminated services.
Generate standard company documents like Form 45, resolutions, board papers, and share certificates from your system data. Edit, download, or send them directly to clients.
Build custom documents using placeholders linked to client data. Great for cases where standard templates need a personal touch.
Create custom forms with placeholders and send them to clients. Forms can be saved for internal use or made available in the client portal.
Keep a record of resolutions, track approvals, and store them in one central place. Useful for recurring board matters.
Track every change in a company’s history, from share transfers to name changes and updates to company particulars. View past changes or start new ones with a click.
Manage nominee director or shareholder arrangements, including agreements, expiry dates, and supporting documents.
Set up automated email reminders for deadlines like AGM, ECI, or GST. Customise content, schedule follow-ups, and track delivery.
Get alerts when companies miss key tasks like late AGMs, overdue filings or expired officer appointments. Helps you follow up quickly and stay ahead of issues.
Track submission statuses for ACRA filings. Monitor approvals, submission history, and pending items, all at a glance.
Set up incorporation tasks, assign staff, and track timelines. See everything on one dashboard including all team members’ tasks, and when they are due.
Create service packages like “Incorporation + Secretary” and assign them to clients. Track expiry, inclusions, and pricing with clarity.
Set up recurring annual secretarial fees, generate invoices, and track overdue payments automatically.
Monitor expiry dates for tenancy documents, nominee agreements, or director ICs. Get reminders before anything lapses.
Track the Register of Registrable Controllers (RORC) and beneficial owners. Receive alerts for missing data and compliance lapses. Fully geared for Singapore’s regulatory needs.
Every action, from changes to deletions is logged in the background. Helps with accountability and compliance.
Store unlimited client information, contracts, service details, assigned staff, and related documents. Filter by country, project type, or category.
Clients can log in, access their documents, submit requests, view invoices, and request appointments. Fully integrated with accounting systems and SingPass.
Clients can use SingPass to log in securely with no passwords to remember. Data auto-pulls from SingPass making onboarding smoother and more accurate.
Visitors can submit enquiry forms from your website or social media channels. Their details are then sent straight into the system for follow-up.
Run email campaigns and send newsletters, announcements, or updates to your client list. Use ready-made templates or build your own.
Automatically send birthday and anniversary greetings to clients with a fully customisable template.
Create and send invoices to clients directly from the system, whether it is for incorporation, annual secretarial fees, or one-off services. Invoices are tracked in real-time, and clients can view, download, and make payments securely through the client portal.
Set up recurring billing for retainers or ongoing services. The system automatically generates and sends invoices on a schedule you define, helping you stay consistent without manual effort.
Receipts are auto-generated once payments come in. Clients can also view full account statements, including outstanding balances, payment history, and downloadable copies, all via the portal.
View a full ledger per client, with detailed records of invoices, payments, credits, and adjustments. Generate reports for reconciliation, tracking, or audits with just a few clicks.
Send automatic or manual email reminders to clients for unpaid invoices. Customise timing and content, and track who has opened or responded.
Sync your invoicing data with popular accounting platforms like Xero, QuickBooks, or Zoho Books. Payments, revenue tracking, and invoice statuses stay aligned, so your team always has the full picture.
Track enquiries from first contact to onboarding. View the status of each lead, how likely they are to convert, and any reasons for drop-off.
Capture leads from your website, WhatsApp, social media, or phone calls. Send automated replies, import leads from Excel, and track everything in one place.
Keep track of all client interactions and internal updates in one place. Record who spoke to whom, what was discussed, and any follow-up actions, with automatic reminders.
Send messages or reminders automatically through WhatsApp. Replies from clients show up in the system, and your team can reply directly from there.
Log all physical document dispatches — track couriers, upload signed receipts, and record dates. Great for paper-based processes that still matter.
Use built-in reports to check on tax progress, AGM status, or companies without assigned agents. Stay informed without digging through spreadsheets.
Filter and generate reports based on specific criteria like companies with inactive shareholders, or ones incorporated in a certain period.
Turn your data into visual graphs and charts to view trends in activity, staff performance, or client compliance at a glance.
Control staff access to sensitive client information, documents, and modules based on user roles and responsibilities. Maintain data confidentiality and ensure only authorised team members can view or edit key records.
Protect client data with strong security measures, role-based access, and audit trails. Enable secure document handling, monitor activity logs, and stay compliant with data protection regulations by giving clients more control over their personal and corporate information.
What is a Corporate Secretarial Management System?
It’s a software platform designed to help corporate secretarial firms manage company incorporation, company records, filings, compliance deadlines, shareholders, officer appointments, and client documents, all in one place.
Can I generate ACRA-ready documents from the system?
Yes! The system allows you to generate ACRA-compliant documents like Form 45, share certificates, resolutions, and more, ready to submit or share with clients instantly.
Does the system support multiple types of clients, like individuals and corporate shareholders?
Absolutely. You can manage both individual and corporate shareholders from a single module, including all relevant shareholding data, certificates, and ownership structures.
Will I get reminders for AGMs, GST filings, and ECI deadlines?
Yes. The built-in reminder module sends automatic email (and WhatsApp) alerts for all key compliance dates. You can even customise the tone and follow-up rules.
Is there integration with accounting software like Xero or QuickBooks?
Yes! The system integrates with leading accounting tools like Xero, QuickBooks, and Zoho Books, letting you sync client records, view revenue, and track outstanding invoices.
Can my clients log in and access their own documents?
They can. Through the secure client portal (SingPass-enabled), your clients can download documents, submit requests, book meetings, and even fill in custom forms online.
What if I need to handle nominee director services?
The system includes a dedicated module for managing nominee agreements, indemnities, and expiry dates , perfect for firms offering trust or nominee services.
Can the system be customised to match our internal processes?
Yes. That’s what we do best. Every setup is tailored to suit your firm’s workflow, document types, reporting needs, and even how your team prefers to work.
Can I migrate from Excel or other systems?
Yes, we can help you move your existing data from Excel sheets or other tools into the new system. Our team handles the setup and migration so you don’t lose any history or important details.
How long does it take to get up and running?
Most firms are up and running within a few weeks, depending on the number of modules and any customisation required. We’ll walk you through onboarding, training, and everything else you need to get started smoothly.
Can I customise reports and filter data based on specific conditions?
Yes. With dynamic reporting, you can filter data any way you like. For example, see companies without GST registration, or shareholders above a certain age. it’s super flexible.
Is this system eligible for the EDG grant?
Yes, it is! Our Corporate Secretarial Management System qualifies for the Enterprise Development Grant (EDG), and we’ll guide you through the entire application process.
What if I only need a basic version with fewer features?
No problem at all. We can customise a lighter version with just the modules you need, so you’re only paying for what’s useful to your firm.
What kind of support do you offer?
Support is friendly, fast, and easy to access, whether by email, WhatsApp, phone, or video call. You’ll always get help from a real person who understands the system.
