For Named Secretaries
All your work tracked.
Nothing left to memory.
Every task, deadline, and client request lives in ClientBase, not in your head, not in a notepad, not buried in an email thread.
A system that remembers everything so you don't have to
All work visible and tracked
Every task and request assigned, tracked, and surfaced in one view. You always know what is next, with no mental load and no missed steps.
Nothing stays in memory
Client details, past filings, officer records, and notes stored against the right entity. Never lost, never forgotten, always findable.
No manually written notes
Every action is captured in the system as you work, structured, searchable, and ready to hand over to a colleague without re-explaining anything.
See everything on your plate, right now.
Your full task list across all clients, organised by due date and entity
Every request tracked from receipt to completion, nothing in a personal inbox
Clear ownership so nothing lives in a group chat or on a sticky note
Deadlines tracked so you never have to remember them.
Every AR, AGM, and ACRA obligation tracked and surfaced automatically
Reminders sent before deadlines, not when they are already overdue
Filing calendar filtered by client, entity, or urgency
Run AML reviews the same structured way, every time.
Structured AML review checklist applied consistently to every applicable client
System prompts your team when a re-screening is due, you make the call, the system keeps track
Every review documented and timestamped, no reconstructed notes
Onboard new clients without building everything from scratch.
Import any entity by BizFile or UEN and get company details, officers, and deadlines auto-filled
Structured intake checklist ensures nothing is skipped on day one
New client ready to manage in minutes, not a full day of data entry
98%
On-time filing rate when deadlines live in one system
500+
Client deadlines tracked without a single written note
10 min
To set up a new client from BizFile to live
Stop relying on memory. Start working from a system.
Book a personalised demo or start your free trial today.
