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Professional Services & IT

ERP Software for Company Secretary Firm

Manage ROC filings, board meetings and statutory registers for clients. ApnaERP brings every department of your company secretary firm business onto one cloud-powered platform with real-time visibility.

Company Secretary Firm dashboard
Filing compliance
Meetings managed
Retainer collection
Live, role-based dashboards on web and mobile
Industry-specific modules

Key functional modules for Company Secretary Firm

Purpose-built features that handle the workflows unique to company secretary firm operations, on top of a complete ERP core.

ROC filing calendar

Filings by company.

Board and AGM tracking

Meetings and minutes.

Statutory registers

Registers by company.

Document drafting

Resolutions and forms.

Retainer billing

Annual retainers.

Need something specific?

Every company secretary firm business is different. We configure forms, approvals and reports to match yours.

Discuss your process
Common challenges

Problems ApnaERP solves in professional services & IT

Businesses like yours usually come to us when spreadsheets and disconnected software start slowing growth.

  • Billable hours are logged late or not at all
  • Project budgets overrun without early warning
  • Invoices are raised late, slowing cash flow
  • Resource allocation is managed on spreadsheets
Measure what matters

KPIs you can track for Company Secretary Firm

Filing complianceLive dashboard
Meetings managedLive dashboard
Retainer collectionLive dashboard

Professional Services & IT capabilities included

Projects & tasksProject plans, milestones and task assignments.
TimesheetsDaily time entry with approvals and billable flags.
Billing & retainersTime-based, milestone and retainer invoicing.
Utilisation analyticsUtilisation, realisation and profitability reports.
Complete ERP core

Everything else your business needs, already included

Your company secretary firm modules sit on a full ERP foundation, so accounts, stock, purchase, sales and people are always in sync.

Accounting & GSTLedgers, GST returns data, TDS, and e-invoice and e-way bill integration via GSP.
Inventory & WarehouseMulti-location stock, batches, serials and reorder alerts.
Purchase & VendorsIndents, purchase orders, GRN and vendor payments.
Sales & CRMLeads, quotations, orders, invoices and collections.
HR & PayrollAttendance, leave, payroll and statutory deductions.
Reports & DashboardsReal-time MIS, drill-down reports and Excel export.
Mobile AppApprovals, reports and field operations on the go.
Role-Based SecurityUser rights, approval limits and a complete audit trail.
Implementation

Go live with confidence

A structured implementation designed around your company secretary firm team, not a one-size-fits-all rollout.

1

Requirement study

We map your processes, documents and reports with your team.

2

Configuration

Masters, workflows, approvals and formats set up for your business.

3

Data migration

Opening balances, items, customers and vendors imported and verified.

4

Training & go-live

Hands-on training for every department and go-live support.

FAQ

Questions about ApnaERP for Company Secretary Firm

Yes. ApnaERP for Company Secretary Firm includes roc filing calendar, board and agm tracking and statutory registers, alongside core accounting, inventory, purchase, sales and payroll, all configured to your workflow.

Owners and managers can track filing compliance, meetings managed and retainer collection on live dashboards, together with sales, purchase, stock and receivables reports.

Yes. An optional client portal shows milestones, documents and invoices.

Yes. Recurring retainers, milestones and time-and-materials billing are all supported.

Get a free demo

See ApnaERP configured for company secretary firm. Our expert will call you back.

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Ready to modernise your company secretary firm business?

Get in touch with our ERP experts today for a personalised live walkthrough and custom pricing for your business.