Top 16 Company Secretary Tools

A company secretary is responsible for maintaining and updating the legal and financial records of a company, ensuring compliance with laws and regulations, and helping the company to run smoothly and efficiently. This type of software helps company secretaries to manage the legal and financial records of the company, including minutes of meetings, share registers, and other documents. It can also assist with compliance tasks, such as filing annual returns and keeping track of company meetings.

Here's a list of company secretary top tools.

1. Diligent Board

Diligent uses cutting-edge AI to construct member directories with only one click and to keep track of business secretarial operations. This corporate secretary software facilitates staff management and one-click scheduling of board meetings for businesses.

Key Features:

• Create board meeting packets and materials quickly and deliver them to the board members. You can also review board meeting materials both online and offline. Finally, you can safely share critical board materials with anybody inside or outside the company.

• Maintain documents securely inside Diligent's end-to-end secure platform. - Conduct surveys using built-in questionnaire capability.

• Make decisions during board meetings rather than researching and gathering information.

Cost:

Contact the company for the details.

2. Nasdaq Boardvantage

A board portal and governance solution called Nasdaq Boardvantage is geared toward enhancing collaboration for both small and large companies across industries who want to manage and streamline their board meeting procedures. Users are given the option to schedule one or more board meetings every day, and board books are used to keep track of attendees, minutes, and other information.

Key Features:

• Nasdaq think technology should enable individuals to collaborate more effectively and strategically. Because of this, they incorporated important elements like survey creation, meeting management, document management, communication, and remote access into the design of Nasdaq Boardvantage.

• Users may upload papers fast thanks to the user-friendly interface, and members can give their consent through electronic signatures, unanimous decisions, emails, and annotations.

• Users can manage projects with the task management module's configurable processes and progress reporting.

Cost:

Contact the company for the details.

3. Decision Time Meetings

A cloud-based governance tool called Decision Time Meetings was created to make it easier for councils, boards, and companies of all kinds to arrange, search for, and plan meetings. Users of the site can create agendas, invite attendees, and exchange information with other members of the organization using the drag-and-drop interface.

Key Features:

• Managers can use annotation tools in Decision Time Meetings to highlight information, make notes, and reference sources.

• Additionally, the solution creates a single database that contains all of the data, agendas, notes, and actions for future use.

• Administrators can examine participant feedback and get real-time insights into attendance using Decision Time Meetings' attendance tracker.

• Administrators can use it to record notes, minutes, and particular choices for different agenda items. Additionally, it enables users to save invitations on other calendar programs.

Cost:

Contact the company for the details.

4. OnBoard

A board intelligence platform called OnBoard makes managing board meetings easier while enabling better-informed decision-making, safer remote meetings, and real-time accessible from any device.

You require board & leadership meeting management that is thorough, secure, agile, and user-friendly more than ever. Streamline the preparation for meetings and give your executives timely, accurate information on all platforms. You can effectively lead from any location thanks to the combination of Zoom and remote readiness.

Key Features:

• Remote board and subcommittee meetings can be held safely and securely using Zoom meeting integration.

• Almost any device, including iPhone, iPad, Android phones and tablets, Windows phones and tablets, and OnBoard, can access the platform securely.

• The ability for numerous users to collaborate and share all past and present information in a central, limitless system of record is made possible by the automated saving and syncing of all work across all linked devices.

• Utilize the dashboard, announcements, and notifications to communicate with all stakeholders. You can also use the in-app messenger for group or one-on-one conversations.

Cost:

Contact the company for the details.

5. Govenda

Govenda is the platform for board success that will speed up your boards' transition to stakeholder governance and give them a stronger link to the resources of your company, shareholders, and stakeholders in general. Govenda's Board Success Platform is more than just a board portal - it is the future of contemporary governance. Join together with Govenda to rethink how boards of directors can offer deliberate, strategic leadership for pressing issues in a world that is changing quickly.

Key Features:

• With Govenda's electronic signature tool, you can approve crucial decisions quickly and securely. Your signature will have the same legal effect as the one you would have made by hand.

• Store documents safely and allow members to specify access rights to control who can see, annotate, and make notes on documents.

• Gain from single sign-on, which enables members of several boards to switch between companies without entering a different password.

• Using a comprehensive toolkit that enables users to read, annotate, print, and email documents, and create board books. Users can drag and drop agenda items to build board books using the one-page board book creation for admin tool.

Cost:

Contact the company for the details.

6. Boardable

For companies that want to maximize every second, Boardable is the all-in-one meeting management solution. Schedule and conducting meetings, creating and sharing agendas, write and finalize minutes, conduct digital voting, and handle documents are all made simple and intuitive with Boardable. Record-keeping is now more accurate and secure than ever thanks to Boardable's centralization of all meeting content and communications, interaction with pre-existing email, file-sharing, and calendar platforms, and optional Zoom integration with archivable chat.

Key Features:

• Boardable is simple to use and smoothly connects with a variety of third-party applications, such as email and file-sharing services.

• The availability of a free mobile app enables meeting planning and communication on the go.

• Routine administrative procedures can be streamlined and automated with Boardable's integrated Agenda Builder and Minutes Maker capabilities.

• Boardable Spotlight provides your company with the resources it needs to host productive meetings that increase participation, whether they take place online or in person.

Cost:

Contact the company for the details.

7. Azeus Convene

The multi-awarded board management tool Azeus Convene is used to streamline the entire board meeting procedure. Users may create and distribute papers, annotate documents, create minutes, carry over meeting action items, and many other things thanks to its highly intuitive set of capabilities. It is preferred by Fortune 500 firms, publicly traded companies, SMEs, banks, governments, healthcare institutions, and non-profits in more than 100 countries due to its award-winning usability. Convene's network & document encryption are supplied by a SOC2-compliant security solution that assures your users' protection on any device. Convene was developed by Azeus, which has over 30 years of experience in IT development.

Key Features:

• Convene helps you make choices, speed up approvals, and have productive board discussions for improved governance. Boards can further transparency by keeping track of actions and storing documents safely.

• Convene's enterprise-grade security features, including document encryption, Audit Trails, and granular access controls can be used to safeguard sensitive data.

• Spend less time and effort organizing and setting up board meetings. Board members and administrators can divert funds to projects that are more crucial.

Cost:

Contact the company for the details.

8. BroadEffect

BoardEffect gives you quick, early access to government databases so you may take advantage of secretarial work at every level. The corporate secretarial software can easily maintain the annual audit cycle, run online surveys and polls, and collect staff data.

Key Features:

• Action-oriented solution for the Board that allows for secure access to and management of board books, scheduling, approvals, surveys, tasks, and archives, as well as access to round-the-clock support.

• Rapid production, collaboration, and evaluation of essential board management materials thanks to an intuitive, feature-rich design.

• Provide Board members with a streamlined and smooth experience so they can prepare, take action, and carry out meeting management materials in real time from any device.

Cost:

Contact the company for the details.

9. Aprio

Aprio is user-friendly board management software that enables businesses to improve board involvement, expedite board meeting planning, and facilitate decision-making outside of the boardroom. Its safe platform helps meet the top priorities of contemporary boards by providing real-time collaboration and communication capabilities as well as fast access to board materials from any device at any time.

Key Features:

• Aprio provides secure, one-stop access to board materials via desktop, mobile, and any browser.

• Regardless of location, send board members immediate notice of any updates.

• Utilize Aprio to effectively produce and distribute board books and other publications.

• Board meetings can be scheduled and rescheduled more quickly.

• Documents can be annotated by directors and shared with all board members or just a few of them.

• If a gadget is numerous, Aprio offers available remote swiping of all communication for added protection.

Cost:

Contact the company for the details.

10. Wolters Kluwe

Wolters Kluwe assists a corporation in streamlining secretarial work by offering a central location for all your office data. There is no doubt that this is the only cloud-based corporate secretary software that can be utilized for managing offices and finances.

Key Features:

• To automatically detect billing problems and ensure compliance with billing criteria, managers might design invoice testing procedures.

• Teams can use Wolters Kluwer ELM Solutions to manage and store contracts in a centralized repository using AI-enabled solutions.

• Supervisors can also produce reports to monitor legal costs and development in relation to key performance measures (KPIs).

• Businesses can develop and customize legal policies using Wolters Kluwer ELM Solutions' single interface.

Cost:

Contact the company for the details.

11. Directorpoint

A safe board of directors software called Directorpoint helps to reduce administration, improve board member involvement, and simplify communications. Any size or style of organization with a board of directors can use the service. Board administrators have the ability to add people to groups, plan meetings, assemble meeting books, and draft agendas. Users may upload files into the system quickly and effortlessly thanks to the drag and drop capability. Directors and administrators can record meeting minutes and keep track of members' engagement and activities. Granular user rights for particular material and files can be established, as well as group-specific parameters.

Key Features:

• Users of Directorpoint can access a straightforward dashboard view of all relevant board information, including surveys and scheduled activities.

• Users can send emails to contacts directly from the directory and use GPS mapping to see where their meeting will take place.

• Annotations, revisions, and notes made on a document are readily available and may be viewed with just one click.

• Users may quickly and effectively find and preview documents and files before a meeting thanks to search feature.

Cost:

Directorpoint package starts at $45 Monthly Per User, Billed Annually.

12. iBabs

A cloud-based board portal called iBabs was created to assist directors and secretaries in managing board meetings, cut down on preparation time, and record all decisions made. Users can access papers from any device and collaborate by voting, annotating, and summarizing meetings.

Key Features:

• Administrators can submit all meeting materials using iBabs to offer participants paperless access.

• To guarantee that everyone is accessing the correct information, documents can be linked to the pertinent agenda topics.

• Users can write, draw, and make notes directly on papers using annotation tools, and all modifications made to documents are automatically updated for each participant.

• Additionally, iBabs has built-in minutes templates for simple decision tracking.

• For follow-up, all meeting notes and decisions can be stored in and exported from iBabs.

• Users can also share notes, assign board members action items, access meeting summaries whenever they choose, and keep track of all actions completed.

• All files on iBabs are protected with 256-bit AES encryption to guarantee that only people with the proper permissions can access sensitive information.

Cost:

iBabs package starts at USD 14.81.

13. iDeals Board

A meeting, compliance, and decision management system is iDeals Board. No longer are generic communication and document management tools required. Members of governing bodies, executives, and managers were considered when creating iDeals Board. Three fundamental ideas, including topics, meetings, and action items, form the foundation of iDeals Board. Users create matters to securely organize and share information about critical topics.

Key Features:

• They schedule in-person or online sessions where teams actively discuss decisions and record them.

• Then, owners are given to the resulting action items so that the team can keep track of the status of completed and upcoming tasks.

• With the help of iDeals Board, you may raise issues, get them ready for meetings, make and record choices, and—most crucially—resolve them through closely watched follow-up actions.

• Executive teams use iDeals Board to facilitate effective meetings, concentrate on decisions and activities, and connect ongoing work to results.

• Executive teams maximize their time and increase the influence they have on the company by using iDeals Board.

Cost:

Contact the company for the details.

14. LexComply

A cloud-based compliance management tool called LexComply was created to assist firms in managing, monitoring, and assuring that the operation of their IT, legal, financial, or operational processes adheres to regulatory norms. A central repository of control procedures, including business goals, criticality, exceptions, reporting frequency, and more, can be created by users. Team members can examine ongoing, completed, and upcoming compliance activities as well as an event check cycle by using the compliance calendar.

Key Features:

• Stakeholders can run quality assessment checks, display and track ongoing compliance on the dashboard using LexComply, and reallocate compliance to users in the case of role changes or departures.

• It features a litigation management solution that enables attorneys to keep track of cases and notices, keep case notes and documents, and work with other attorneys on a single platform.

• Additionally, LexComply facilitates an audit trail on reported controls and sends risk owners recommendations and results along with supporting documentation.

Cost:

Contact the company for the details.

15. Athennian

Hundreds of tax, legal, and financial professionals utilize Athennian's entity data management software to manage their entity data on a single platform. The only contemporary, cloud-based entity management platform, Athennian, centralizes information on entity registration, governance, ownership, taxation, and compliance.

Key Features:

• Entity Data Management: To establish a single source of truth, centralize information on entity registration, governance, ownership, taxation, and compliance.

• Tracking compliance - Record, monitor, and receive alerts for all compliance-related events, such as yearly reports, taxes, licenses, and registrations.

• Corporate E-File - Without leaving Athennian, automate filings for annual reports, modifications, formations, and more in supported jurisdictions.

Cost:

Contact the company for the details.

16. Shaparency

A board management platform that is self-serve, secure, affordable, and free of contracts for small to medium-sized businesses.With capabilities like approval process control, attendee management, and calendar connections with automatic meeting reminders, the Shaparency platform provides all the tools required to digitize board operations without the awkward user experience you get from the old tools.

Key Features:

• You can design, participate in, and facilitate all of your governance needs with Shaparency in one location.

• Stop emailing sensitive information; some of the worst cyberattacks take place at the board level.

• To manage who can see your information and how you share it, use their secure platform. Save money with the user-friendly platform rather than paying for expensive tools.

• Provide the resources business secretaries need to succeed. You have control over who has access to and may modify company information.

Cost:

Shaparency package starts at $75.00

Things to consider while choosing Company Secretary Tools

• Features: Identify the specific tasks and functions that you need the tool to perform, such as compliance management, document management, or meeting management, and choose a tool that offers those features.

• Ease of use: Consider how user-friendly the tool is and whether it is intuitive for your team to use. It should be easy to navigate, customize and understand.

• Security: Ensure that the tool offers robust security features, such as encryption and access controls, to protect sensitive information.

• Integration: Consider whether the tool can integrate with other systems and software that your company uses, such as accounting and project management software.

• Scalability: If your company is planning to grow, make sure that the tool can handle the additional workload and data.

• Mobile accessibility: Check if the tool is mobile responsive or has a mobile app, this will make it easy for the team to access the tool on the go.

• Support and maintenance: Look into the vendor's support and maintenance policy, and ensure they provide the necessary level of assistance when needed.

• Cost: Evaluate the cost of the tool and ensure that it fits within your budget and provides a good return on investment.

• Free trial or demo: It's always a good idea to test a tool before committing to a purchase, look for a company that offers a free trial or demo version of their software.

• User reviews: Research the tool's reputation by looking at user reviews and testimonials to get an idea of how well the tool is received by other users.

FAQs

What is the purpose of company secretary tools?

Company secretary tools are designed to assist corporate secretarial tasks, such as compliance management, document management, and board management.

Can I use company secretary tools for managing my company's compliance?

Yes, many company secretary tools include compliance management features that allow you to track and maintain compliance with relevant laws and regulations.

How do company secretary tools improve communication and collaboration among board members?

Company secretary tools often include communication and collaboration features, such as document sharing, real-time annotation, and meeting management tools, which allow board members to work together more efficiently.

Can I use company secretary tools to manage proxy voting?

Yes, some company secretary tools provide the ability to create, manage and distribute proxy voting materials, and track the voting results in real time.

Are company secretary tools cloud-based or on-premises?

Both options are available, company secretary tools can be cloud-based, accessed through a web browser, or can be downloaded and installed on-premises. It depends on the software and the company's preference.