SecSmart
SecSmart simplifies beneficial ownership management, ensuring that accounting firms in South Africa stay compliant and transparent in their handling of trusts and companies. From share certificates and transfers to trustee and beneficiary details, SecSmart ensures everything is up to date and in full compliance. Integrated with our Meeting Module, SecSmart automates meeting scheduling, notifications, and electronic approvals, streamlining secretarial tasks while improving efficiency and boosting revenue.
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CIPC Tracking
Monitor completed and pending CIPC submissions, including annual returns, with a clear overview of deadlines. This feature helps firms stay ahead of key filing deadlines, reducing the risk of non-compliance and penalties.
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Template Options
Save time and ensure consistency with custom email templates built directly into SecSmart. Whether sending reminders, follow-ups, or updates, your emails are ready in just a few clicks, ensuring a professional and efficient communication process.
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Company Management
Keep all company details in one secure location, including business registrations, director changes, and compliance records. This feature ensures your firm stays organised, compliant, and ready for audits, reducing the risk of regulatory issues and maintaining smooth operations.
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Trust Management
Maintain accurate and up-to-date trust records, including trustee and beneficiary details, to ensure efficient trust administration and legal compliance. SecSmart streamlines trust management, allowing firms to stay on top of the changing requirements for trusts, reducing administrative burdens.
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