Digital Onboarding
Seamless User Onboarding Made Simple
Embrace the future and leave traditional methods behind. With Secdify, eliminate the need for office visits and experience the convenience of fully digital incorporations at your fingertips.
Why Choose Our Digital Platform
Three core advantages that transform your onboarding process
All-in-One Platform
Quotations, forms, KYC, and signatures in one unified system. No more juggling multiple tools.
Accelerated Payment
From inquiry to payment in hours. Instant acceptance and automated workflows accelerate everything.
Professional Edge
Digital-first approach elevates your company image and positions you as a modern leader.
How These Benefits Come to Life
Experience these advantages through our comprehensive digital onboarding process. Each step is designed to deliver on our promise of efficiency, speed, and professionalism.
Digital First Impressions
Upon receiving an inquiry, Secdify enables you to respond promptly and efficiently, streamlining the entire process and allowing you to engage with potential clients from the very first interaction.
Digital Incorporation Tool
Integrates instant quotations with digital incorporation forms, streamlining data collection and engagement for faster inquiries and seamless client experiences.
Risk Assessment
Dive deep into due diligence without getting overwhelmed. Our automated tools simplify the entire process, ensuring thorough compliance while maintaining efficiency.
Know Your Client
Effortlessly collect essential information with our customizable Digital Form, streamlining the onboarding process for convenience and efficiency.
Risk Profile
Elevate risk management with detailed risk profiles, customizable risk levels, and scheduled reviews using integrated people search.
Assessment Work
Use our work features to send customized risk assessments with comprehensive checklists, enabling thorough review of each client's specific risk factors.
Digital Signing
Transform the way you handle legal documentation with our robust Digital Signing capabilities. Eliminate delays and paperwork with secure, legally-binding electronic signatures.
Document Generation
Automatically generate digital signing envelope containing all necessary legal documents, such as constitutions, resolutions, and consent forms, directly from the incorporation form.
Customisable Documents
Enhance customization with the ability to tailor legal document templates to fit ongoing regulatory needs and specific client requirements.
Internal Work Orders
After document collection and risk assessment completion, consultants can distribute work tasks like Name Reservation and Incorporation to assigned team members with comprehensive tracking.
Work Order System
Name Reservation
Automated checklist ensures proper completion
Incorporation Filing
Assigned team members with clear deliverables
Document Review
Quality assurance and compliance verification
Automated Task Distribution
Intelligent assignment system distributes work items based on team member expertise and current workload for optimal efficiency.
Quality Assurance Checklists
Comprehensive checklists ensure all activities are conducted to high standards with full compliance verification.
Real-time Progress Tracking
Live notifications and progress updates keep all stakeholders informed throughout the entire workflow process.
Incorporation
Seal the incorporation journey with a structured approach to finalizing your client's business establishment. Issue key documents and promptly provide clients with BizFile certification.
Digital Certificate Issuance
Upon successful incorporation, issue digital share certificates to shareholders, providing immediate and secure proof of ownership for company records.
Registrable Controller Forms
Automatically prepare Registrable Controller (RORC) digital forms, simplifying compliance and ensuring regulatory obligations are met effortlessly.
Schedule Future Works
Secdify ensures ongoing compliance through smart scheduling. Our system automatically sets up future tasks like compliance filings while allowing manual customization for specific client needs.
Automated Scheduling
System automatically creates future tasks based on compliance package selections and regulatory requirements for seamless continuity.
Manual Customization
Flexible manual scheduling options to meet unique client requirements and specific business needs with full control.
Ready to Transform Your
Digital Onboarding Process?
Join forward-thinking corporate service providers who have revolutionized their client onboarding with Secdify's comprehensive digital platform. Experience seamless, efficient, and professional onboarding that delights clients and boosts your productivity.
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.