- 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
- 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
- Prior GreatSoft Secretarial experience is helpful, although not required.
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.
- 2 Reviews
- 301 Students
- 6 Courses
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.
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Fri, 08-Oct-2021Karen CroucampEnjoyed instructor learnt lots of new tips and tricks
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