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Average Ratings 0 Ratings
Description
If you find yourself overwhelmed with secretarial tasks or having difficulty managing CIPC registrations and submissions, our company secretarial software can streamline your responsibilities and lighten the load of your administrative duties. GreatSoft’s innovative browser-based software allows you to access your secure portal and oversee your client’s secretarial matters from any location, using any device, and at any time. Say goodbye to cumbersome red register books, stacks of paperwork, and endless spreadsheets. Discover the benefits now! The integrated workflow system efficiently fills out necessary forms, while the form filler feature enables users to swiftly and effortlessly complete additional forms. With all your clients and entities already organized within GreatSoft, you can easily calculate and save Public Interest Scores in one centralized system. Additionally, GreatSoft Secretarial provides a user-friendly way to monitor any outstanding CIPC annual returns and keep track of their progress, ensuring you stay on top of your obligations with ease. This comprehensive solution not only enhances productivity but also improves overall efficiency in managing company secretarial tasks.
Description
We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Word
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GreatSoft
Founded
2011
Country
South Africa
Website
greatsoft.co.za/secretarial-software/
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Product Features
Company Secretarial
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management