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What is GreatSoft Secretarial?

If you are feeling burdened by secretarial tasks or struggling to keep up with CIPC registrations and submissions, our company secretarial software is designed to simplify your workload and reduce the demands of your administrative responsibilities. GreatSoft’s cutting-edge browser-based platform enables you to log into your secure portal and manage your clients' secretarial affairs from virtually anywhere, on any device, and at any time. Eliminate the hassle of bulky red register books, piles of documents, and countless spreadsheets. Experience the advantages today! The built-in workflow system adeptly completes essential forms, while the form filler feature allows users to quickly and seamlessly finish additional paperwork. With all your clients and entities neatly arranged within GreatSoft, calculating and storing Public Interest Scores becomes a straightforward process in one unified system. Moreover, GreatSoft Secretarial offers an intuitive way to keep tabs on any outstanding CIPC annual returns and monitor their progress, helping you maintain control over your obligations effortlessly. This all-encompassing solution not only boosts productivity but also significantly enhances the overall effectiveness of managing company secretarial duties. With these tools at your disposal, you can focus more on strategic tasks rather than getting bogged down by routine administration.

What is Accounts Draft?

Accounts Draft is an innovative online AI toolkit designed specifically for accountants, bookkeepers, and firms in the accounting sector. This platform boasts an array of features, such as converting PDF bank statements into Excel files, categorizing transactions into suitable accounting classifications, and efficiently generating trial balance data. Additionally, it allows users to extract information from invoices, compare draft accounts with prior year financials, and create audit working papers by selecting transactions and linking them to the corresponding supporting invoices. The platform also streamlines client operations by enabling the creation of onboarding packages that include KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, all pre-filled with information sourced from Companies House. Beyond these functionalities, the toolkit offers capabilities for preparing fee quotes, generating company-secretarial documents, and filling out HMRC 64-8 authorization forms. Users can download their outputs in a variety of formats, including spreadsheets, Word documents, and PDFs, which facilitates smooth integration into their current accounting workflows. By leveraging Accounts Draft, financial professionals can significantly boost their efficiency and precision in handling their responsibilities, ultimately leading to improved client service and satisfaction. This comprehensive suite of tools ensures that users remain competitive and well-equipped to navigate the complexities of modern accounting tasks.

Media

Media

No images available

Integrations Supported

Microsoft Excel
Microsoft Word
Xero

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

£0
Free plan: £0, with access to the tools. Professional: £65 per month for unlimited tool usage and all features; includes up to 20 Post Router uses monthly (1,000 letters) and can be cancelled anytime. Team pricing is custom for multiple user seats; volume discounts and dedicated support are available.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

GreatSoft

Date Founded

2011

Company Location

South Africa

Company Website

greatsoft.co.za/secretarial-software/

Company Facts

Organization Name

Accounts Draft Limited

Date Founded

2025

Company Location

United Kingdom

Company Website

accountsdraft.com

Categories and Features

Company Secretarial

Not specified

Categories and Features

Accounting

Not specified

AI Accounting

Not specified

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