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What is Company Secretary?

Relate Company Secretary emerges as the premier software solution for the effective management of company returns and corporate registers, fully aligning with the New Companies Act 2014 to ensure rigorous compliance. The platform features an integrated diary and alert system that helps users stay on top of submission deadlines, preventing any lapses. It keeps a detailed record of all activities concerning companies, their officers, and shareholders, which is invaluable for organizational transparency. By facilitating electronic filing of returns and accounts, it dramatically decreases the need for physical documentation. The software is continuously updated to reflect the latest changes in the Companies Act 2014, and it provides users with the ability to preview upcoming annual returns through daily, weekly, or monthly views, thereby enhancing planning capabilities. With access to a comprehensive company database, users can quickly find annual return deadlines specific to each entity. The reliance on cumbersome paper copies or handwritten notes is eliminated, as users can easily auto-fill necessary documents with information from their database and file all forms electronically. This innovation not only streamlines the process, making it more efficient and cost-effective, but also enhances user convenience. Furthermore, it allows for the swift and uncomplicated storage of all company information from its inception to the present, thereby improving overall management efficiency and fostering better decision-making processes. Overall, Relate Company Secretary is an indispensable tool for modern corporate governance.

What is ATOM?

The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.

Media

Media

Integrations Supported

Acquia CDP
Adobe Acrobat
Microsoft Word

Integrations Supported

Acquia CDP
Adobe Acrobat
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Relate Software

Date Founded

2001

Company Location

Ireland

Company Website

www.relate-software.com/company-secretary/

Company Facts

Organization Name

Automated Tax Office Manager

Company Location

United States

Company Website

www.atomanager.com

Categories and Features

Company Secretarial

Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management

Categories and Features

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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