Overview    

Managing your portfolio effectively is essential for increasing your client capacity and delivering consistent, compliant services. This webinar highlights how digital tools like InfoDocs can help simplify and automate the management of multiple companies, ensuring legal compliance, reducing manual workload, and freeing up capacity to serve more clients. Attendees will learn how to leverage centralised dashboards, automated alerts, and streamlined workflows to scale their practices efficiently. 

Join Carey Boshoff on 23 June 2025, from 10h00 to 12h00, for an insightful session that will equip you with practical strategies and tools to optimise your company secretarial workflow, improve compliance oversight, and confidently grow your client base without increasing administrative burden. 

Learning objectives   

By attending this webinar you will gain the following competencies:  

• Understand how to streamline company secretarial tasks using automation. 

• Learn how to use InfoDocs to manage multiple companies from a centralised dashboard. 

• Improve compliance tracking with automated alerts and documentation tools. 

• Gain insights into best practices for document and user access management. 

• Discover scalable solutions and workflows for growing client portfolios. 

Content  

The webinar will cover the following topics:   

• Multi-Entity Management: 

• Centralised portfolio dashboards 

• Cross-company reporting and monitoring 

• Corporate Compliance Automation: 

• CIPC Annual Returns tracking 

• Beneficial Ownership reporting 

• Company secretary registers (directors, shareholders, share movements) 

• Digital Document Management: 

• Automated generation of resolutions, share certificates, and minutes 

• Cloud-based storage and version control   

• Access and Collaboration Controls: 

• Multi-user access roles (admin, editor, viewer) 

• Secure sharing practices

Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.  

All attendees are issued with a CPD certificate available in an online profile.    

About the presenter  

Carey Boshoff 

Carey Boshoff has over 11 years of experience in small business management, customer support, and administration. Passionate about creating clear, informative helpdesk articles, Carey helps simplify complex topics and guides business professionals in streamlining their compliance obligations using InfoDocs. Her dedication to exceptional customer experiences makes her a valuable asset to businesses across South Africa. 

Who should attend?  

The following persons will benefit from attending this webinar:  

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.  

• Accounting officers.  

• Company secretaries.  

• Business owners.  

Price               

• R 0.00 - 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:  

• A 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.