From pasting your client list to a closed SRN, every film below follows the product, step by step.
Paste your client list, or drop the Excel you already keep. The government registry fills in the details and the year of deadlines builds itself. Drop each client’s old folder on its card; the AI reads it and organises years of history overnight.
Late filings on top, with the penalty counting up live. Then everything due this season, client by client. One screen answers: what should we do today, and what happens if we don’t?
74 procedures: adding a director, issuing shares, registering a loan. Each broken into steps in the right order, with dates, the paperwork made for you, and a checklist so nothing is forgotten.
The app checks everything before filing: documents, signatures, KYC. Anything missing gets a one-click fix. The AI reads the auditor’s report and fills the form; every value shows its source. When the filing is done, the penalty clock stops and the client is told automatically.
The AI drafts all 22 documents on the client’s letterhead: names, dates and numbers already in place. The Board Report comes ready too, with its AOC-1 and AOC-2 annexures. Edit like a Word file, save your own formats, and reuse them on any client.
Associates prepare; they can’t mark anything as filed. Managers and partners check and approve. Partners sign. One list shows everything waiting for sign-off, and who’s overloaded before it hurts.
Every client gets a simple page: what’s on track, what you need from them (one tap to send it), and every fee next to the penalty it saved them. No training needed.
Which section governs a rights issue? Can the AGM be pushed to October? The built-in companion answers with the section cited: an answer you can check, not a guess. It sits inside every screen, so the lookup that used to mean pulling a commentary off the shelf takes ten seconds.