Overview   

Although most company secretarial work consists of straightforward transactions, there are some key components that make it tricky for just anyone to do it. For this reason, some firms prefer to outsource their secretarial offering to a secretarial consultant. But with clients becoming all the more cost sensitive this is not an option for most accountants. As a result these tasks are then delegated to the accounting team, who sometimes do not know how to do it or delay the execution significantly because of capacity.  

With InfoDocs, you can now delegate your secretarial tasks without incurring massive fees or losing out on the accuracy of the work. With inbuilt reminders, templates and CIPC interpretation, company secretarial can easily be managed by a busy team or even an administrator with little secretarial experience.  

Join Christie Fourie, General Manager at InfoDocs, on 30 June 2021 from 12:00 p.m. to 2:00 p.m. as she shows you how to delegate company secretarial work with InfoDocs. 

Learning objectives  

  By the end of this webinar the attendee will: 

• Understand the benefits of moving to a software to manage company secretarial. 

• Know how to ensure accuracy and completeness of a secretarial task. 

• Know how to lower the risk of errors through automation and templates. 

• Understand how to create and maintain accurate registers and certificates without the experience. 

Content 

  The webinar will cover the following topics:  

• How to structure a secretarial department with InfoDocs. 

• How to equip your accounting team to do secretarial tasks. 

• How to onboard an administrator to manage the secretarial component of the business. 

• Filing annual returns. 

• Company amendments. 

• Creating full statutory registers (shares, directors, company details). 

Obtaining your CPD certificate 

  This webinar is free and does not qualify you for CPD hours.    

About the presenter 

Christie Fourie 

Christie Fourie is a self-taught company secretary with experience at one of South Africa's top cloud accounting firms. As the head of business development at InfoDocs, she knows what it takes to upkeep the company secretarial requirements of a large portfolio of clientele. At InfoDocs she is involved in advocacy for compliance at the SME level and introducing the business owner to InfoDocs to reduce the time, effort, and money it takes to keep compliant. 

Who should attend?   

The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

• Company secretaries;  

• Trainees performing company secretarial duties. 

Price 

This webinar is free. 

  Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options.   

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.