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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Word
Xero

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

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