Drowning in statutory filing deadlines?
Juggling compliance across multiple entities with spreadsheets and outdated tools makes it easy for critical details and deadlines to get lost in the shuffle.
This manual approach creates unnecessary risk, and the fear of a missed filing is a constant source of stress for your entire team.
The pressure is immense because a single compliance slip-up can lead to steep penalties and damage your company’s reputation. This outdated process simply isn’t scalable for growth.
The right software can fix this by helping you unify your data and conquer filings, removing the manual chaos from your workflow for good.
In this guide, I’m going to review the best company secretarial software. I will help you find a user-friendly tool that automates compliance and centralizes information.
You will learn how to choose a solution that minimizes risk, streamlines your workload, and supports your company’s growth with complete confidence.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Aprio → | Growing mid-size companies | |
| 2 | Athennian → | Global legal & finance teams | |
| 3 | Diligent → | Growing firms needing risk oversight | |
| 4 | Inform Direct → | Small to mid-size UK companies | |
| 5 | Greatsoft → | Businesses needing data unification |
1. Aprio
Is your company drowning in compliance complexities?
Aprio offers comprehensive advisory services, including Governance, Risk & Compliance, to address your pain points directly.
This means you can streamline your operations and mitigate risks across your organization.
You need solutions to create lasting value.
Aprio helps you realize your full potential through various strategic services, including State Compliance & Entity Management. This ensures you can centralize entity information, ensuring transparency and efficiency across statutory records and filings. Aprio’s comprehensive financial assurance and information assurance capabilities mean you gain clarity and control over your compliance needs, helping you avoid missed filings.
You can truly improve your governance and streamline workloads.
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Key features:
- State Compliance & Entity Management: Centralize all your entity information, simplifying complex multi-entity management and ensuring accurate statutory records.
- Governance, Risk & Compliance: Access tailored advisory services designed to enhance your internal controls and effectively mitigate compliance risks.
- Financial & Information Assurance: Gain transparency and insights with quality reporting, supporting your regulatory obligations and reducing the fear of non-compliance.
Aprio features, pricing, & alternatives →
Verdict: Aprio stands out as a strong contender for the best company secretarial software, particularly for growing companies or mid-size firms. Its robust focus on Governance, Risk & Compliance, combined with State Compliance & Entity Management, directly addresses the core pain points of automating compliance and centralizing entity data for improved governance.
2. Athennian
Struggling with fragmented entity data and compliance chaos?
Athennian offers a complete suite of intuitive, integrated, AI-powered tools specifically designed for legal, tax, and finance teams. This means you can centralize your entity and people records, including appointments and compliance details.
Athennian addresses the challenges of manual data entry and disjointed systems, making it easier to manage complex corporate structures and ensure data integrity.
Take control of your governance operations.
Athennian helps you gain a single source of truth over your complex global entity structures. You can instantly produce dynamic structure charts reflecting ownership and commercial relationships, enhancing reporting and oversight.
The platform allows you to manage cap tables and debt structures across industries, along with robust document management features for storing, editing, and automating templates. Additionally, you can [track compliance dates], significant events, and create custom task lists, saving hundreds of hours annually by automating onboarding and maintenance.
Plus, granular permissions and audit trails ensure data integrity, while AI-powered automation removes the cost, time, and [risk of manual processes].
Improve governance, streamline workloads.
Key features:
- Entity & People Records: Records entity details, appointments, KYC, and compliance information in searchable profiles for a single source of truth.
- Structure Charts & AI: Instantly produces dynamic ownership charts and utilizes AI to automate data entry, saving significant time on maintenance.
- Controls & Governance: Provides granular permissions, audit trails, and custom fields to maintain data integrity and track compliance tasks and reports.
Athennian features, pricing, & alternatives →
Verdict: Athennian stands out as the best company secretarial software for unifying data and conquering filings, offering AI-powered automation to cut entity creation time by 87%. Its intuitive platform streamlines complex global structures, delivering real-time access to records, and improving audit prep for enhanced governance and efficiency.
3. Diligent
Is managing compliance and entity data overwhelming?
I know you’re looking to unify your data and conquer filings, which is exactly where Diligent comes in. It helps bring clarity, simplicity, and security to your corporate secretarial tasks.
You can centralize all your governance, risk, compliance, and ESG activities onto one platform. This means reducing human error and eliminating data gaps that lead to costly penalties from noncompliance.
Here’s how you do it.
Diligent helps you avoid those significant penalties and reputational damages stemming from noncompliance by identifying and managing risks proactively. You get an intuitive platform with analytics and automation built right in.
Plus, you can access powerful reporting on board, risk, audit, and ESG, along with benchmarking and insights. This enables you to make more confident, risk-informed decisions, transforming today’s risks into tomorrow’s opportunities.
Additionally, Diligent isn’t just a GRC tool; it integrates board management with a comprehensive suite of GRC applications. This allows you to elevate strategic risk management and empower leaders to act quickly, driving growth and ensuring regulatory compliance.
The result is building organizational resilience.
Key features:
- Centralized GRC Platform: Consolidate all governance, risk, compliance, and ESG activities for easy insight delivery and robust data security.
- AI-Driven Insights & Automation: Utilize AI to reduce data deciphering time, enabling faster, more confident decision-making and efficient risk management.
- Comprehensive Reporting & Benchmarking: Generate essential board, risk, audit, and ESG reports, complemented by benchmarking and insights for strategic growth.
Diligent features, pricing, & alternatives →
Verdict: If you’re seeking the best company secretarial software to streamline compliance, centralize entity information, and elevate risk management, Diligent’s AI-driven insights and integrated platform can transform your operations. With 24/7 support and robust security, it helps build organizational resilience and empowers confident, strategic decisions for your growing firm.
4. Inform Direct
Struggling with company secretarial tasks and compliance?
Inform Direct offers an award-winning solution to unify your data and conquer filings. This makes managing records for over 500,000 companies straightforward.
You can streamline processes like confirmation statements, officer records, and statutory registers. The software makes compliance effortlessly simple.
Here’s how Inform Direct helps you.
It tackles the burden of manual record-keeping by automating tasks. This results in significant time savings and a reduction in potential errors.
For instance, managing shareholder records is incredibly easy, supporting everything from share allotments to dividend payments. You can produce all required forms and registers with a touch of a button, even branded share certificates.
The platform also helps you form new companies using an intuitive step-by-step wizard and prepare fully compliant micro-entity and dormant company accounts. Plus, its versatile document library lets you upload, store, and manage all your important paperwork in one secure, accessible place.
Take control of your company documents today.
Key features:
- Automated Filings: Automatically compiles and submits confirmation statements and other required forms to Companies House, ensuring timely and accurate submissions.
- Comprehensive Record Management: Simplifies updating shareholder, officer, and statutory registers, with automatic updates whenever company details change.
- Document Control: Offers a versatile document library for uploading, storing, and managing all company documents, along with the ability to produce professionally branded documents.
Inform Direct features, pricing, & alternatives →
Verdict: Inform Direct is a powerful, user-friendly, and comprehensive solution for anyone seeking the best company secretarial software. Its emphasis on automation and centralized data management helps you improve governance, streamline workloads, and minimize the risk of missed filings, as proven by its 5-star service rating and testimonials from over 500,000 companies.
5. Greatsoft
Are you grappling with complex compliance and entity management? This means your current processes might be falling short on transparency and efficiency.
Greatsoft’s software offers a centralized hub designed to tackle these pain points head-on. You can say goodbye to scattered data and manual tracking.
The software directly addresses your challenges by unifying statutory records and critical data. This integration streamlines your operations, preventing missed filings.
Here’s how Greatsoft helps.
You can centralize and manage all your company secretarial data, shareholder information, and statutory registers. This helps unify your data and conquer filings.
The system ensures seamless compliance with its robust automation capabilities, providing complete visibility and control over your entity management. You can reduce compliance risk and improve governance.
Additionally, Greatsoft offers a complete solution for company secretarial management, helping you easily manage entities, shareholder registers, and annual returns. This comprehensive approach simplifies your workload, supporting scalable business growth through better document control.
The result is streamlined operations and peace of mind.
Speaking of compliance management, you might find my guide on HR compliance software beneficial for your business.
Key features:
- Centralized data management for all statutory records, shareholder information, and director details, ensuring complete data unification and simplified access.
- Automated compliance workflows and robust reporting tools to minimize the risk of missed filings and maintain regulatory adherence across all entities.
- Comprehensive entity management including shareholder registers, annual returns, and meeting management, which streamlines your entire company secretarial process.
Greatsoft features, pricing, & alternatives →
Verdict: If you’re seeking to centralize data, automate compliance, and streamline entity management, Greatsoft emerges as a top contender for the best company secretarial software. Its robust capabilities in unifying statutory records and ensuring regulatory adherence help your organization improve governance and minimize risk.
6. Filejet
Drowning in compliance chaos and endless spreadsheets?
Filejet’s entity management software steps in to organize and file all your entity reports, every year, in every jurisdiction. This means you gain total visibility and control over your compliance activities.
The platform is designed to automate filings, registered agent services, and renewals, helping you reduce manual input errors and free up your valuable time.
Here’s how you gain real-time visibility into your legal entities in seconds.
Filejet transforms entity management by consolidating, tracking, managing, and executing all your compliance activities from one central location. This platform aims to minimize risks associated with incomplete entity data, which is a common pain point for corporate secretaries. Additionally, you get custom portal access, enhancing collaboration by ensuring legal, finance, and executive teams have precise access to what they need. This accelerates business growth and supports forming new subsidiaries confidently from a single, shareable platform.
You can finally kiss compliance worries goodbye!
Key features:
- Centralized Storage: Securely stores all entity documents in one SOC2-compliant portal, eliminating scattered data and ensuring accessibility for your team.
- Automated Filings: Automates the filing and management of documents, ensuring timely submissions of annual reports and BOI filings while minimizing missed deadlines.
- Calendar Integration: Syncs with your calendar to keep track of important filing dates and meetings, providing proactive reminders and reducing the risk of penalties.
Filejet features, pricing, & alternatives →
Verdict: For corporate secretaries, in-house legal managers, or compliance leads, Filejet stands out as a strong candidate for the best company secretarial software. Its automated compliance features, centralized data management, and focus on security help unify your data and conquer filings, ensuring you remain in good standing with regulatory authorities.
7. Govenda
Are compliance worries keeping you up at night?
You’re not alone. Many corporate secretaries and compliance leads grapple with managing statutory records and filings across multiple entities. Govenda addresses this directly with advanced features like Gabii AI and robust security.
This means you can say goodbye to fragmented data and manual spreadsheets, simplifying complex processes. Govenda streamlines board processes and enhances decision-making.
It’s time for better governance.
Govenda helps you centralize entity information, reducing the risk of missed filings. Its intuitive meeting features empower administrators to efficiently build board meeting agendas, record minutes, and remove vulnerabilities.
The pioneering Gabii AI revolutionizes committee management and meeting productivity, helping you generate transcripts, draft minutes, and maintain security through scheduled transcript purges. This eliminates vulnerable plug-ins and makeshift collaborative spaces by centralizing workflows. Plus, with unlimited users and support for all devices, you can easily add team members and access materials securely, wherever you are.
The result is improved governance, streamlined workloads, and scalable business growth.
Key features:
- Gabii AI for Board Governance: This innovative AI simplifies committee creation, generates meeting transcripts, and drafts minutes, ensuring compliance and enhancing productivity for your board.
- Intuitive Meeting Management: Build agendas, record meeting minutes, and eliminate vulnerabilities, empowering administrators to efficiently manage all aspects of board meetings.
- Microsoft-Enabled Collaboration: Enjoy synchronous, in-browser editing for seamless collaboration directly within the platform, centralizing workflows and eliminating liabilities.
Govenda features, pricing, & alternatives →
Verdict: Govenda stands out as a strong contender for the best company secretarial software, especially if you’re seeking a solution that simplifies complex governance tasks and prioritizes security. Its unique Gabii AI, coupled with intuitive meeting management and Microsoft integration, helps you achieve transparent and efficient compliance across your organization.
8. Boardable
Struggling to unify corporate data and conquer filings?
Boardable offers a comprehensive platform designed for seamless board management before, during, and after critical meetings. This means you can collaborate, streamline operations, and focus on what truly matters.
Its intuitive tools and AI support simplify everything from meeting prep to follow-up, ensuring your statutory records and filings are always on track and transparent.
Here’s how to simplify your secretarial duties.
Boardable centralizes entity information, automating compliance and minimizing the risk of missed filings. You can create and distribute polished board packets effortlessly with just one click.
The platform helps you streamline communication and coordination for your entire team, including executives, admins, and board members, ensuring everyone is aligned and focused. Additionally, its integrated video conferencing supports virtual, hybrid, and in-person meetings with optional AI transcription and summarization, boosting efficiency.
Plus, you get an upgraded mobile app with instant push notifications, streamlined meeting access, and the ability to share and view documents on the go. This empowers you to stay productive and connected wherever you are.
Everything your board needs, all in one place.
While we’re discussing compliance, understanding emissions management software is also important for broader corporate responsibility.
Key features:
- Modern Meetings: Streamline meeting preparation, conduct, and follow-up with intuitive tools, customizable templates for agendas, and AI-powered support, including instant AI-generated minutes.
- Secure Document Management: Centralize and securely access all your files in the Document Center, eliminating email digging, alongside features for e-signatures to request and track approvals efficiently.
- Collaborative Workspaces & Communication: Empower committees with dedicated Groups & Committees workspaces, facilitate secure discussions between meetings, and use Polls for decision-making.
Boardable features, pricing, & alternatives →
Verdict: Boardable stands out as the best company secretarial software for growing companies and mid-size firms seeking to automate compliance. Its integrated features for meeting management, document control, and team collaboration help reduce the burden of manual processes, making it easier to ensure transparency, efficiency, and scalable growth.
Conclusion
Ready to finally conquer filings?
I know choosing the right platform to unify data and automate compliance is overwhelming. The wrong choice only wastes valuable time and increases your organization’s risk.
The industry shift is undeniable. A report from Data Insights Market highlights that cloud-based solutions provide scalable operations and lower costs, a smarter choice for any growing enterprise.
Here is my top recommendation.
After my extensive review, Aprio stands out as the clear winner. It directly tackles compliance risks with a unique blend of robust software and expert advisory services.
Its hands-on approach to Governance, Risk, & Compliance is a game-changer. In my opinion, it is the best company secretarial software for centralizing data and ensuring filings are conquered.
For additional insights into related business solutions, my analysis of best experience management software provides valuable perspectives.
I highly recommend you book a free demo of Aprio to see exactly how it can transform your workflows.
Your team will gain confidence.
