Overview    

Compliance administration remains one of the most time-consuming and operationally demanding functions within accounting firms. From Annual Returns (AR) and Beneficial Ownership (BO) filings to document collection, compliance tracking, and customer-code management, firms are under increasing pressure to manage multiple client obligations efficiently while maintaining accuracy and meeting strict deadlines. Many firms still rely heavily on manual processes, resulting in workflow inefficiencies, duplicate data capture, filing delays, and unnecessary administrative burdens. 

This webinar explores how accounting firms can reduce compliance administration through streamlined, technology-enabled processes, workflow optimisation, and automation. Attendees will gain practical insight into improving operational efficiency, reducing repetitive manual tasks, enhancing turnaround times, and implementing scalable compliance management strategies for firms managing multiple entities or large client portfolios. 

Join Megan Maritz on the 29th of May 2026 from 10:00 am to 11:00 am as she unpacks practical methods for reducing compliance administration within accounting firms through workflow automation, digital compliance tools, and process optimisation strategies that improve efficiency, simplify multi-client management, and support scalable compliance operations. 

Learning objectives   

By attending this webinar you will gain the following competencies:  

•  Understand the key operational bottlenecks affecting compliance workflows within accounting firms 

• Learn best practices for streamlining Annual Return (AR) and Beneficial Ownership (BO) filing processes 

• Explore how automation, workflow optimisation, and digital compliance tools can reduce manual administrative work

• Gain insight into scalable compliance management strategies for firms managing multiple entities or client portfolios

• Discover practical ways to improve turnaround times, reduce filing friction, and enhance operational efficiency within compliance functions

Content  

The webinar will cover the following topics:   

• Compliance Challenges 
  o Annual Returns (AR) 
  o Beneficial Ownership (BO) 
  o Manual administration and filing delays 
  o Compliance-related operational bottlenecks 

• Workflow Inefficiencies 
  o Duplicate data capture 
  o Document collection processes 
  o Compliance tracking systems 
  o Customer-code management 

• Modern Compliance Processes 
  o Workflow automation 
  o Process standardisation 
  o Centralised compliance visibility 
  o Portfolio management strategies 

• Automation and Digital Tools 
  o Automated filing workflows 
  o Pre-populated compliance data 
  o Automated document generation 
  o Reducing repetitive manual tasks 

• Scalable Compliance Management 
  o Managing multiple entities and clients 
  o Improving operational efficiency 
  o Reducing administrative overhead 
  o Faster turnaround times and workflow optimisation 

• Practical Demonstration 
  o Beneficial Ownership (BO) filing workflow 
  o Annual Return (AR) filing workflow 
  o Combined compliance filing process 
  o Compliance tracking dashboard and reporting tools 

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  

Terisha Govender 

Terisha Govender is a seasoned compliance specialist and corporate governance advisor with a strong background in South Africa’s regulatory landscape. With extensive experience in corporate compliance, she has guided numerous businesses through the complexities of Beneficial Ownership (BO) reporting and CIPC filing requirements. 

Terisha is recognized for her ability to demystify intricate regulatory concepts, making them accessible and actionable for accounting professionals and business owners alike. Her commitment to clarity and compliance excellence has positioned her as a trusted advisor in the field. 

In addition to her compliance expertise, Terisha is a published author and accomplished content writer, showcasing her versatility and dedication to clear communication. 

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.