GreatSoft Secretarial Virtual Classroom Training

Learn how to use GreatSoft Secretarial and help you and your team effectively manage all your company secretarial & statutory needs within a live collaborative environment. Please note that this price excl. Vat. RETURNS 13 FEB 2024

Intermediate 4(1 Ratings) 36 Students enrolled
Created by Terri Morgan Last updated Thu, 16-May-2024 English
What will I learn?
  • Best practice within GreatSoft Secretarial
  • How to appoint designations, directors, members, and shareholders
  • How to effectively create different entity registers
  • Optimise your annual return workflows
  • Reduce administrative burdens with automated workflows
  • Track annual return statuses
  • View entity organograms
  • Manage CIPC compliance checklists

Curriculum for this course
Introduction
  • Introduction to GreatSoft Sec and your presenter
  • Site Access
  • Clients/ Entities Management
  • Contacts Management
  • Group Management
  • Sec Maintenance
  • Registers
  • Annual Returns
  • CIPC Compliance Checklists
  • Form Filler
  • Public Interest Score Calculator
  • Reports
Requirements
  • Prior GreatSoft Secretarial experience is helpful, although not required.
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Description

The goal of the LIVE: GreatSoft Secretarial 101 course is to help you and your team effectively manage all your company secretarial requirements within a live collaborative environment.

We will cover the full spectrum of GreatSoft’s Secretarial solution from creating a client, completing its register straight through to viewing all the workflows, documents, and reports.  

We will step through best practices for working within GreatSoft Secretarial.  We will look at how to get the most out of the solution and reducing your admin burden to ensure you meet all your client’s company secretarial & statutory needs.

This course has been designed for GreatSoft Secretarial users with 0-2 years of experience, who either have never used the solution before or are looking to refine certain processes within the solution.  

GreatSoft Secretarial 101 can help you meet the fundamentals needed to manage your firm or corporates company secretarial & statutory needs.  

Who this course is for:

  • Company Secretaries or users with 0-2 years of experience with GreatSoft Secretarial
  • Firms & Teams looking to effectively manage their company secretary processes in GreatSoft.
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About the instructor
  • 2 Reviews
  • 297 Students
  • 6 Courses
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Company secretarial and Training Consultant

Dates Employed

Facilitate training for CoSecs at all levels.
Install and support for eSec, ensuring software works correctly.

Emacilitate training for CoSecs at all levels. Install and support for eSec, ensuring software works correctly.

Student feedback
4
Average rating
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Reviews
  • Fri, 08-Oct-2021
    Karen Croucamp
    Enjoyed instructor learnt lots of new tips and tricks
R 780 R 5200

Includes:
  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured