Corporate secretarial software
Run every client company's records, filings and statutory deadlines from one system. Episcript builds custom corporate secretarial software for Singapore firms around the way you already work, from incorporation through to the annual return. Clients sign documents electronically and confirm their identity with a face match, and AI can build a new client's company profile straight from its BizFile business profile.
Built in Singapore for corporate service providers, accounting firms and in-house company secretarial teams.
Statutory workflow
Incorporation, registers, company changes, AGMs, annual returns and tax dates are tracked for every client company, with the next task and its owner shown at each stage.
Open the company file and track each step to the BizFile submission.
Record officers, shareholders, share capital and registrable controllers.
Log share transfers, allotments, name changes and appointments as they happen.
Watch AGM dates, issue the notices and file the resolutions.
Follow each annual return from draft to completion on the filing dashboard.
Track tax dates beside the secretarial ones, with early reminders.
Company data
Every client company gets one record holding its particulars, officers, share capital and shareholders. Change a director's address once and the registers, documents and reports that use it pick up the new one.
Every client company keeps one record: registration particulars, UEN, GST status →, business activities, registered address and contact details. Staff update a field once, and the change reaches the registers, the documents and the reports that draw on it.
Directors, company secretaries, auditors and other officers sit against the company with their appointment and resignation dates. Add a role, remove one, and the system writes the change to the history. That trail supports both your filings and your own reporting.
Track issued and paid-up capital by share class and currency. Amend a class, record a fresh allotment, and the capital position updates across the register of members and the certificates you issue from it. Historical positions remain readable.
Individual and corporate shareholders share one module. Open a company and you see who holds what, which certificates were issued, and how ownership passes up through a corporate holder. Transfers write straight back into the register of members.
Paperwork
The system drafts your standard company secretarial documents from data already held against the company. Nobody opens last year's file and edits the names. Your team reviews the draft, downloads it as PDF or Word, then sends it to the client from the same screen.
Client onboarding
These modules take the slowest parts of client work off your desk: waiting for signatures, typing in a new client and confirming that the people behind a company are who they say they are.
Send a resolution or a set of minutes generated by the system for signing. Each signatory is notified and signs on screen, the signature lands in that person's slot on the document, and the signed copy is saved against the company.
More about Electronic signature software →Upload a client's BizFile business profile and AI builds the company profile: its particulars, directors and other officers, capital, share details, members and shareholders, ready for your staff to check before it is saved.
More about BizFile company profile import →Upload a person's identity document and they receive a link to verify themselves with a photo of their face, matched against the photo on the ID. The result is saved against the person for your due diligence file.
More about ID and face verification software →Deadlines and registers
These modules watch the dates and registers behind each of the company secretary's statutory duties →. Firms that also run wider compliance programmes can extend the same platform with our corporate compliance software.
Every change in a company's history stays on record: share transfers, allotments, name changes and updates to particulars. Open a past change to read what happened, or start a new one from the company file.
Maintain the register of registrable controllers alongside beneficial ownership details, with registers of nominee directors and nominee shareholders built beside it where your firm keeps them. The system flags missing particulars and lapsed entries.
One dashboard reports the status of every filing. Check what has been submitted, what is complete and what still waits on a client signature, without opening each company in turn.
Automatic reminders go out before AGM, ECI and GST dates. You set the wording, the lead time and the follow-up rule, then track delivery. Firms using WhatsApp can send the same reminder through it.
Alerts fire when a company misses something: a late AGM, an overdue filing, an officer record with a missing or overdue update. Your team chases the client early, rather than finding the gap during a year-end review.
Watch expiry dates on tenancy documents, nominee agreements and director identity documents. The system warns you ahead of each date, so a renewal reaches the client before the document lapses.
CSP obligations
The registers a CSP keeps under the Corporate Service Providers Act sit against each client company and update from the data your team already maintains. Every edit writes to an audit trail with the user and the timestamp, and you can show an inspector who changed a register and when.
Regulatory compliance reporting comes from the same records. Ask for every company with an overdue filing, every register with missing particulars, or every change one officer made last quarter, and the list is ready before the partner meeting starts. A firm-wide compliance register shows each client company's status at a glance.
Permissions follow your own structure. A staff member sees the clients they work on, and the registered qualified individual signing off the work sees the file behind it.
Customer due diligence and AML record keeping sit outside the standard module set. Where your firm runs them, we scope the workflow with you and build it as its own phase, and ID and face verification of directors and shareholders → can sit at the start of it.
Client access
Clients sign in and serve themselves. They download documents, read invoices and statements, submit requests, book a meeting and complete any form you have published. Each action writes to the log against that company, which settles the question of who asked for what.
Integrations
We scope each connection against the platforms your firm already runs. Where another product publishes a suitable API, we can quote that integration as part of the build.
Module library
The modules above carry the daily work. Behind them sits a wider library, grouped as your firm would group it. We switch on what you need, quote the rest as later phases, and build anything your firm runs that is not listed here.
Raise the fee, chase it and reconcile it against the client record. Firms billing beyond secretarial work can widen this into our invoicing software.
The internal side of the firm: jobs, packages and client data.
Capture new enquiries and keep in touch with clients once they sign.
What was said, when it was said, and what left the office.
Answers your team currently digs out of spreadsheets.
Capability
AI features for corporate secretarial software are scoped with you and built in their own phase. Each one works with information already held in your system, and you see it running before it goes live.
AI reads an incoming document and pulls out the names, dates, share figures and addresses, then presents them for your staff to confirm before anything updates the register.
AI summarises a company file before a client call: the current officers, the shareholding, recent changes and anything outstanding, drawn from your own records.
AI drafts the reply to a routine client email using the company data behind it. Your staff edit the wording and send it, which keeps the tone yours.
AI scans registers for entries that look wrong: a missing controller, a shareholding that no longer adds up, an officer with no appointment date. Each finding lands as a task.
AI ranks the companies that need attention this week, using deadline dates, filing status and how long a request has waited on a client response.
AI answers client questions inside the portal, using information from their own company file. Anything it cannot answer routes to the staff member handling that client.
Weighing it up
Packaged corporate secretary software in Singapore gives a firm a great deal ready-made, and many practices run on it without trouble. A custom build earns its place when your packages, approval steps or client mix do not fit the product's assumptions, or when the system has to connect to software the vendor does not support.
How a custom corporate secretarial system compares with an off the shelf platform.
| Point of comparison | EpiscriptCustom build | Typical productOff the shelf platform |
|---|---|---|
| Fit to your process | Built around your checklists, approval steps and job allocation | Configuration generally follows the options and workflows provided by the platform |
| Document templates | Your own wording, merged from live company data | Templates follow the formats and editing options the platform provides |
| Singapore filings and registers | ACRA filings, AGM dates, RORC and nominee registers tracked as standard | Strong where the vendor serves Singapore, thinner elsewhere |
| Data model and reporting | Fields, relationships and reports designed around the way your firm records and analyses client information | Data structures and reports generally follow the fields and reporting options provided by the product |
| Client portal with SingPass and Corppass login | Included in the build | Client portals are common, SingPass and Corppass login less so |
| E-signing, BizFile import and ID verification | Built into the client's journey and filed against the company record | Often a separate e-signature or verification service, with documents moved between them |
| Accounting integration | Xero, QuickBooks and Zoho Books, mapped to your accounts | Usually available, with fixed field mapping |
| Adding a module later | Quoted and built as its own phase | New functionality depends on the vendor's available modules, integrations or development roadmap |
| AI features | Scoped with you and built to work with your own client data | AI functionality generally follows the capabilities offered by the platform |
| Commercial model | Quoted per project, with licence terms set in your agreement | Recurring subscription, usually priced per user |
Swipe to see the full table
We walk through your filing checklists, document wording and approval steps, then agree what the first phase covers.
You review working screens as they arrive, rather than a specification. Changes come cheapest at this point.
We map the company secretarial records held in your spreadsheets or current system, run a test import for you to check, then load the live data.
Your staff train on their own client records. Support continues after handover, by phone, email or video call.
Implementation
Most firms run on the first phase within a few weeks. The number of modules and the depth of customisation set the pace, and larger builds with portals and integrations take longer.
Nobody has to move everything at once. Firms usually start with company records, document generation and reminders, then add registers, billing, the portal, reporting and AI features as later phases. Each phase carries its own quote and its own release, which spreads the cost across the financial year.
Incorporation jobs and internal deadlines can also feed a wider view of the firm's workload through our project management system.
Questions
Corporate secretarial software, also called company secretarial or corporate secretary software, holds company records and runs the statutory work sitting on top of them. One record per company covers officers, shareholdings and share capital. From there the system drafts documents, tracks filing deadlines, maintains the statutory registers and gives clients somewhere to collect what they need.
It is built for corporate service providers, accounting and tax practices, and in-house company secretarial teams in Singapore. Secretarial firms run every client company from one dashboard and bill annual packages on schedule. Accounting practices put statutory dates beside the accounts and tax work, and in-house teams keep every subsidiary visible from head office. Episcript builds and supports the software, and does not provide corporate secretarial services itself.
At minimum: company records, officers and shareholdings, statutory registers including the RORC, and document generation for resolutions and certificates. Add deadline tracking for AGMs and annual returns, plus an audit trail on every change. Other useful additions include a client portal with SingPass login, annual fee billing and accounting integration.
Yes. The system drafts them from the data already held against the company. Your team reviews the draft, downloads it as PDF or Word, then sends it to the client. Templates carry your firm's own wording rather than a fixed house style, and each finished document files back against the company record.
Yes. Documents generated by the system go to each signatory with a notification, they sign on screen, and each signature is placed in that person's own slot before the signed copy is filed against the company. Your firm decides which templates go out for electronic signing and which still need a wet-ink signature.
Yes. Statutory dates are tracked per company, with reminders before each one and alerts when something falls overdue. AGM dates, annual return status, ECI and GST deadlines sit on the same view. A filing dashboard shows what has been submitted, what is complete and what still waits on a client signature.
Yes. The register of registrable controllers comes as standard, with beneficial ownership particulars held against the company. Registers of nominee directors and nominee shareholders are built alongside it where your firm maintains them. Every entry carries its own history, so you can show what changed, who changed it and when.
These workflows sit outside the standard module set. Where your firm runs them, we scope the process with you and build it as its own phase. That covers the checks you carry out, including ID and face verification of directors and shareholders, the documents you collect, the risk rating you assign and the review dates that follow. The obligation stays with your firm, and the system keeps the record.
Yes. The client portal supports SingPass and Corppass login, so clients sign in without another password to remember, and details pull through from Myinfo. Once inside they download documents, view invoices and statements, submit requests and complete forms you have published. Every portal action writes to the activity log against that company.
Yes. Invoicing data syncs with Xero, QuickBooks and Zoho Books, which keeps invoice status, payments and revenue aligned across both systems. WhatsApp and email campaigns connect the same way. We scope each integration against the platforms your firm actually runs, and quote others where the vendor publishes a suitable API.
The system is hosted in Singapore, with regular automated backups and secure access controls. Inside the application, access is granted by role and by client, documents carry their own permissions, and system activity is recorded through audit logs. Hosting and security arrangements can be scoped to meet your own policies.
Yes. We map your spreadsheets or your current database to the new structure, clean the data with you, then load company records, officers, shareholdings and document history. You check a test import before the live run, and nothing is dropped without your sign-off.
Yes. Most firms begin with company records, document generation and reminders. Registers, billing, the client portal, reporting and AI features follow in later phases. Each phase is quoted and released on its own, which spreads the cost across your financial year and keeps the first release small enough to test properly.
Most firms run on the first phase within a few weeks. Scoping and template work take the opening stretch, then data migration, testing and training follow. The number of modules and the depth of customisation set the pace. Larger builds with portals and integrations run longer, and we agree the schedule before work starts.
Yes. Our solutions are eligible for government grants. The EDGE grant supports project costs including software, and we will explain how your project fits and prepare the documents an assessor expects to see.
Related builds
Wider compliance programmes, policies and obligations, tracked beyond the statutory filings.
Read more Custom CRM softwareA fuller pipeline for firms chasing corporate work, with scoring, routing and campaign tracking.
Read more Project management softwareTrack every incorporation, strike-off and annual filing job, with tasks and deadlines assigned across the team.
Read more Invoicing and paymentsBilling that reaches past secretarial fees, with statements, reconciliation and payment collection.
Read moreNext step
Secretarial firms usually know exactly where their current setup falls short: the template that never merges cleanly, the register kept on the side, the deadline found by accident. Book a demo and we will walk through the system with a real company file.
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What a company secretary does in Singapore, the deadlines the work runs on, and the software feature each statutory duty needs.
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