Plan work by client company
Use client accounts to organise assignments, documents and reminders. Record a responsible person and due date for each engagement. The same account context follows the work through preparation, review and completion.
Cam-Desk for your practice
Practice management software for company secretary firms
Coordinate filing cycles, board-related assignments and client documents in one place. Cam-Desk helps CS teams track ownership, deadlines and DSC records across the companies they serve.
Keep client work connected
Company secretarial work depends on several people and documents arriving in the right sequence. A filing may need a prepared resolution, a client response and an authorised signer. Cam-Desk keeps the assignment, account and supporting work connected so the next action remains visible to your team.
Track filing and board-related assignments
Manage preparation work in list and Kanban views. Break an assignment into tasks and queries so document preparation and client follow-up remain visible. Keep working files in Drive with access controlled by the firm.
Keep DSC records organised
The DSC register gives the team a place to track certificate records alongside client work. Review certificate information as part of preparation and coordinate with the authorised people involved in signing.
Review upcoming obligations
Compliance rules, the calendar and reminders help the team organise recurring activity across accounts. Review the applicable requirements and dates for each client with your firm’s professional judgement before scheduling the work.
A workflow to review with your team
- 1
Plan the cycle
Review upcoming work for the client company, create assignments and agree on owners and target dates.
- 2
Prepare and coordinate
Track documents, internal tasks and client queries, and review the DSC records relevant to the work.
- 3
Review the outcome
Update assignment status, retain the supporting files and review outstanding work before the next cycle.
Questions about CS firms
Does the DSC register replace an authorised signer?
No. The register helps organise certificate records. Signing authority and the signing process remain with the authorised people and the relevant filing service.
Can our firm manage several client companies?
Yes. Accounts provide shared context across assignments, Drive and other modules. Role, module and account permissions determine what each user can access.
Can we see the workflow before choosing a package?
Book a demo using a representative filing cycle or board-related assignment. You can review preparation, document collection, reminders and package allowances before requesting workspace activation.
See how your firm’s work fits in Cam-Desk
Bring a representative client workflow to a demo. Review the steps, team access and package allowances before you choose.