Collaborative Document
Unify client work, teams, and compliance documents securely. Power every Secdify feature with seamless collaboration designed for Singapore corporate service providers.
Why Collaborative Documents Matter
The central engine powering Secdify. Go beyond storage - enable secure teamwork on sensitive documents (like shareholder resolutions or director consent forms), automate compliance workflows, and ensure every action is audit-ready – all within a single Singapore-compliant platform.
Smart Comments & Real-time Mentions
Complete Activity Logs & Audit Trails
Intelligent Task Creation from Notifications
Multi-Level Folders for Complex Structures
Granular Document Permissions
Link Documents Across the Platform
Rich Conversation on Every File
Discuss Specific Clauses
Discuss specific clauses in a constitution or provide feedback directly on an invoice draft. Perfect for refining shareholder resolutions or director consent forms.
Targeted Notifications: Get Attention Fast
@mention colleagues for instant platform alerts and quick replies. Mention external clients/directors? Secdify automatically sends them an email notification, keeping everyone looped in securely.
Cross-Reference Effortlessly
Link directly to related documents (e.g., a Share Certificate from within Board Minutes) right inside your comments. Perfect for chasing signatures or approvals.
Fully Integrated Audit Trail
See Exactly Who Changed What, When
Track changes down to the word in every statutory document or agreement. Never reconstruct file histories again. Essential for PDPA compliance and regulatory audits.
Track Task Completion
Monitor progress on filings (e.g., Annual Return submission), deadlines, and team workload visibility directly linked to relevant documents.
Audit-Ready Documentation
Every document modification automatically logged with user details and timestamps. Perfect for compliance reviews and regulatory requirements.
Don't Just See It, Do It!
Open Documents or Create Tasks Instantly
Open the document or create a follow-up task instantly from within the notification. Turn an @mention about a missing signature into a 'Chase Director Consent' task in one click.
One-Click Task Creation
Transform notifications into actionable tasks instantly. Perfect for managing ACRA filing deadlines or tracking client approval workflows.
Keep External Parties Engaged
Clients and partners receive clear email alerts for mentions or actions required (e.g., 'Signature Needed: AGM Minutes'). Ensure nothing falls through the cracks.
Organize Like Real-World Structures
Create Unlimited Nested Folders
Create unlimited nested folders (Client > ABC Pte Ltd > 2024 > ACRA Filings > Annual Return). Mirror your real-world filing structure for intuitive navigation.
Adapt Instantly
Easily drag-and-drop documents or entire folder structures as client needs evolve or entities are restructured. Find anything in seconds.
Mirror Real-World Filing Structure
Organize documents exactly how your practice works - by client, entity, year, and filing type. Perfect for complex ownership structures and compliance requirements.
Link Everything That Matters
Seamlessly Connect Related Documents
Associate a Digital Quote with the resulting Engagement Letter. Reference KYC documents directly within an Incorporation Application form. Connect the dots across your entire practice.
Flag Dependencies
Flag dependencies (e.g., Director Approval needed before submitting Bizfile). Ensure all prerequisites are met before proceeding with critical filings.
Smart Shortcuts
Pin critical client files or frequently used templates for one-click access. Quick access to statutory forms, constitution templates, or compliance checklists.
Granular Control Over Sensitive Data
Define Exactly Who Can View, Edit, or Comment
Define exactly who can view, edit, or comment on each document and folder (e.g., restrict Director Salary details). Essential for confidentiality in sensitive corporate matters.
Simplified Permission Management
Set permissions at the top-level client folder? Sub-folders and documents inherit settings automatically. Adjust locally only when needed - saving time while maintaining security.
Control Comment Visibility
Choose if comments are internal-only, visible to mentioned external users, or public within the document thread. Perfect for managing client communications.
Eliminate Download/Upload Hassles
Secdify integrates seamlessly with Microsoft Word and Excel – core tools for drafting resolutions & managing cap tables. No desktop software required.
Direct Editing
Edit AGM minutes (.docx) or shareholder registers (.xlsx) directly within Secdify, preserving all formatting.
True Co-Authoring
Multiple users (internal/external) collaborate on the same document simultaneously – perfect for finalizing complex agreements fast.
CSP-Ready Templates
Access templates for resolutions, director consents, and statutory forms - all formatted for Singapore compliance requirements.
The Collaborative Document Hub Built for Singapore CSPs
More than just storage, it's how your team securely manages clients, compliance, and collaboration.
Unified Workflows
Bring people, documents (client files, forms), tasks, and communication together seamlessly. Everything your CSP practice needs in one place.
Compliance Confidence
Automated audit trails & granular permissions meet Singapore standards. Every action is logged and verifiable for regulatory requirements.
Effortless Organization
Structure complex entity documentation intuitively. Find anything instantly with smart search and logical folder hierarchies.
This Powerful Document Hub Powers All Secdify Workflows
From generating digital quotes and forms to assigning tasks and managing client boards - everything flows through secure collaborative documents.
Digital Quotations
Link quotes to client profiles and related documents. Track approvals and comments in real-time.
Digital Forms
Create compliance-ready forms that auto-populate from client data and feed directly into document workflows.
Task Management
Assign & delegate tasks seamlessly with direct links to relevant documents and automatic progress tracking.
Client Management
Manage client relationships with document-centric workflows that keep everything organized and accessible.
What Singapore CSPs Say
Trusted by corporate service providers across Singapore
“The collaborative document feature is the backbone of our entire ACRA filing process. We can track every change to statutory documents and maintain perfect audit trails for compliance.”
“Being able to organize client files exactly like our physical filing system but with smart linking between related documents has transformed our workflow efficiency.”
“The permission controls are perfect for our practice. We can restrict access to sensitive director information while allowing clients to collaborate on their own documents.”
Ready to Transform Your
CSP Practice?
Join Singapore corporate service providers who have revolutionized their workflow with Secdify's collaborative document hub. Experience secure teamwork, compliance-ready audit trails, and seamless integration that powers your entire practice.
All the Tools You Need to Run
Your Corporate Business
Tailored to the specific needs of Corporate Service Providers, these selected features ensure peak efficiency, compliance, and enhanced client management.
Corporate Dashboards
All-in-one view for corporate governance, including details, filings, registers, officers, shares, and documents.
Customer Dashboards
Showcasing customer details, cases, deals, quotations, statements, works, schedules, and documents.
Collaborative Documents
Drive collaboration with controlled multi-level access, resource connectivity, and comprehensive activity logs.
Document Generation
Creation of onboarding, AGM, and resolutions with customizable templates, seamlessly integrated.
Digital Signatures
Streamline document signing with secure, legally-binding electronic signatures, reducing turnaround times.
Digital Forms
Simplify data collection with customizable digital forms, enhancing client interaction.
Digital Quotations
Speed up your sales and payment process with easy-to-create and send digital quotations.
Filings Records
Ensure no filing is overlooked with clear oversight and reminders for all statutory filings.
Risk Profile
Manage client and entity risk levels with integrated searches and secure data storage for improved compliance.
Ready to Explore All Features?
Discover how our comprehensive toolkit can transform your corporate service operations and boost your productivity.