Filing Management Workflow
Never Miss a Filing Deadline Again
Transform annual filing management with automated reminders, customizable filing types, and comprehensive tracking. From ECI to annual returns, manage all statutory filings with confidence and ensure compliance across all your clients.
Why Choose Secdify Filing Management
Three core advantages that ensure you never miss a filing deadline
Automated Compliance
Define filing types by financial or calendar year with automated reminders ensuring timely completion and regulatory compliance.
Customizable Workflows
Flexible filing type definitions, reminder schedules, and adhoc filing additions tailored to each client's unique requirements.
Client Empowerment
24/7 dashboard access for clients to view filing history, track real-time statuses, monitor deadlines, and download documents anytime.
How These Benefits Transform Your Filing Management
Experience seamless filing administration through our comprehensive 6-step workflow system. Each step is designed to maximize compliance while minimizing administrative burden, from initial setup to client delivery.
Configure Filing Types
Set up Filing Type templates once in Corporate Center. Define ECI, AGM, Annual Returns with smart deadline formulas and reminder schedules—configure once, apply everywhere.
Filing Type Templates
Create blueprints like ECI (3 months from FYE) or AGM (6 months from FYE) with deadline formulas, reminder schedules, and required documents.
Smart Deadline Formulas
Set formulas like 'X months from FYE' or 'X days from incorporation'. The system calculates exact dates automatically for each client.
Generate Filing Year
One click creates a complete Filing Year for each client. All required Filings auto-populate with calculated deadlines. Message Templates activate instantly to send automated reminders.
Filing Year Creation
Generate complete compliance cycles (e.g., FYE 2024) from predefined templates. Deadlines auto-calculate from each client's specific FYE date.
Auto-Generated Filing Instances
Individual Filings ('ECI for FYE 2024', 'AGM for FYE 2024') created automatically with deadlines, documents list, and tracking ready.
Track Filings
Monitor all filings in Corporate Dashboard. Color-coded status indicators show what's complete (green), pending (yellow), or overdue (red) at a glance.
Real-Time Status Tracking
Visual indicators at a glance: completed (green check), pending with countdown (yellow clock), overdue (red alert). Click any Filing for full details.
Adhoc Filing Management
Add unscheduled Filings like director changes or share transfers anytime. Adhoc Filings integrate seamlessly with scheduled ones.
Billing and Work Creation
Send Digital Quotations for client approval and payment. Once approved, create Work orders to assign filing tasks with clear responsibilities and deadlines.
Work Management
Create work orders with task assignments, checklists, and deadlines. Distribute tasks for document prep, reviews, and lodgment.
Work on Filings
Collect client information through Digital Forms and obtain legally-binding Digital Signatures. Complete all document preparation remotely, ready for submission.
Finalize and Deliver
Quality-assured completion with dual verification, automatic client notifications, and 24/7 dashboard access. Ensure accuracy, maintain transparency, and deliver professional service.
Dual Verification & Quality Control
Two authorized team members review and confirm filing details, dates, and documents before completion. Ensures accuracy and accountability.
Ready to Transform Your
Filing Management?
Join leading corporate service providers who have transformed their filing administration with Secdify's automated compliance platform. Never miss a deadline, maintain complete documentation, and empower clients with real-time access to their filing records.
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.