Practice Management
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How to delegate company secretarial work with InfoDocs (Re-Run)

CPD Hours: 1

Price: R0.00


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How to delegate company secretarial work with InfoDocs (Re-Run)

Presenters : Joshua Alexandre


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.  


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). 

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