Annual Compliance Software
Organise AGM and recurring secretarial work company by company.
Keep annual meetings, records, working drafts and compliance follow-up connected to the company workspace.
Built for professional controlConnected workflow • Editable output • Review-ready records
Company specificEditableConnected
A practical connected workflow
SRA Secretarial OS helps organise each stage of the work while keeping professional review and judgement with the user.
Review the company compliance calendar
Prepare AGM and annual records
Complete linked approvals and actions
Retain records for future reference
01
Review the company compliance calendar
Keep the relevant information connected to the company workspace and related working documents.
02
Prepare AGM and annual records
Keep the relevant information connected to the company workspace and related working documents.
03
Complete linked approvals and actions
Keep the relevant information connected to the company workspace and related working documents.
04
Retain records for future reference
Keep the relevant information connected to the company workspace and related working documents.
Professional outputs that stay editable
Use the generated information as a working draft, then review and finalise it for the company and transaction.
Annual meeting records
Compliance follow-up
Company-specific history
See the workflow in a guided demo
Explore the relevant workflow, documents and company records in a live SRA Secretarial OS demonstration.