How to Manage Your Portfolio to Increase Your Client Capacity
CPD Hours: 1
Price: Complimentary
How to Manage Your Portfolio to Increase Your Client Capacity
Presenters : Carey Boshoff
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 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:
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Understand how to streamline company secretarial tasks using automation.
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Learn how to use InfoDocs to manage multiple companies from a centralised dashboard.
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Improve compliance tracking with automated alerts and documentation tools.
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Gain insights into best practices for document and user access management.
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Discover scalable solutions and workflows for growing client portfolios.
Content
The webinar will cover the following topics:
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Multi-Entity Management:
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Centralised portfolio dashboards
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Cross-company reporting and monitoring
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Corporate Compliance Automation:
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CIPC Annual Returns tracking
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Beneficial Ownership reporting
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Company secretary registers (directors, shareholders, share movements)
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Digital Document Management:
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Automated generation of resolutions, share certificates, and minutes
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Cloud-based storage and version control
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Access and Collaboration Controls:
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Multi-user access roles (admin, editor, viewer)
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Secure sharing practices
