Like many accounting firms, we’ve had a company secretarial practice for a long time.
As we’re a growing business, we want to be as efficient and cost effective as possible, so we regularly review our processes and practices.
We also know that many of our clients are busy, scaling entrepreneurs who appreciate saving time wherever they can.
We recognised that we needed to make a change to our company secretarial practice as it needed to be further efficient for both our internal team and our busy clients, so we made the switch to Kudocs.
What we needed
We were keen to implement a competitively priced software system that saved time and cost, reduced risk and supported growth. Whilst allowing multiple team members and clients to access information.
Functionality and ease of use
We decided to use Kudocs due to the platforms overall ease of use.
We use the platform for pretty much everything, whether it’s updating a directors address, doing paperwork, filings, or register updates for a share scheme. It saves so much time and effort for both us and our clients.
For our clients, we’ve been able to implement a clearly priced and cost-effective solution tailored to their specific needs, which has been very well received. Instead of ad hoc charges, our clients now have a monthly retainer.
We really appreciate the incorporation tool and incorporation questionnaire, the ease of preparing confirmation statements and the mismatch tool so we can spot when a client files before we’re notified. We use it everyday and can do everything our clients need.
Operational efficiency
We can easily share company secretarial tasks between the entire team thanks to the unlimited number of users. Our full team can always be sure of what they need to do and how, clearly setting deadlines for our clients and keeping them in the know.
Time savings and cost efficiency
Kudocs has slashed the amount of time the team has to spend completing company secretarial tasks meaning we’re able to complete further strategic work with our clients, whether that’s forecasting through investment readiness or evaluating cashflow with business insights.
We have used Kudocs to provide even better levels of service to existing clients and grow their client base, revenue and profits, and we plan to continue this expansion.
Ready to learn more?
If you’d like to find out how we can help with your company secretarial tasks or how we can save you time with our services, feel free to get in touch.
