SECFORMS
SECRETARIAL AND CLIENT INFORMATION MANAGEMENT.

SecForms is a database driven application to manage all your important client information, making client company information retrieval quick and easy. Keeping track of registrations, Income Tax, VAT, PAYE & other reference numbers. What the registered address and other contact information is. Built-in reminders of when CIPC Annual Returns fall due. Documenting who the Directors and/or shareholders are.

 

Overview

The main screen displays all of the information, which means you do not have to spend time searching for information.

SecForms makes you even more efficient as it eliminates the need to recapture information. This increases productivity and improves accuracy, helping you to grow your practice by offering company Secretarial Services to your clients without adding to your own administration burden.

Functionality

  • Provisional Company administration.
  • Share certificates.
  • Members interest certificates.
  • Professionally designed forms compliant with CIPC.
  • Keeping track of all submitted forms.

Functions available for Beneficial Ownership Submissions

  • Share register compliant with BO submission requirements
  • Addition of Issued Shares
  • Addition of Certified Share indicator
  • Addition of Beneficial Owners list with ID and Address
  • Shareholder Data Capture
  • Addition of Certified indicator
  • Addition of capture for beneficial owners
  • Company record document link – Link import documents to company records(CIPC, Director/Shareholder IDs, etc)

 

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