Company Secretary

Company Secretary by Relate Software is a software solution aimed at small to large businesses. According to the vendor, it is widely used by accountants, corporate secretaries, legal professionals, business owners and managers, compliance officers, and financial institutions. The software is designed to manage company returns and maintain company registers, helping businesses stay organized, up-to-date, and compliant with legal obligations.

Key Features

Annual Return Diary: According to the vendor, users can stay on top of upcoming annual returns with a daily, weekly, or monthly view. The software's full company database allows for instant recognition of annual return dates for each company.

Electronic Filing: The vendor claims that users can eliminate the need for paper copies, bulky folders, and handwritten documents. By auto-filling relevant documents using the database and filing forms electronically, the process becomes more cost-effective, efficient, and convenient.

Data storage and access control: Data is stored in secure Microsoft SQL Server Databases for DRIVE/RAP/CT & PT, and in a Microsoft Jet Database for COSEC. The vendor asserts that users have complete control over data access, with strong access control measures supported by Relate Software products.

Data protection and security: According to the vendor, users can easily control access to the software and set up strong passwords to restrict access to sensitive features. The vendor emphasizes that external protection of data, such as network security and folder access, is under the user's control or the control of the third-party hosting provider.

Service disruption, breach, and data loss: Users are responsible for responding to service disruptions, breaches, and data loss. The vendor advises developing a data backup policy and establishing a business continuity plan to minimize data loss and respond to service disruptions.

Data backup and location: Users are encouraged to develop a backup policy for data stored on their systems or hosted by a third-party provider. The vendor suggests ensuring that the hosting provider also has a backup policy in place.

Data request by Relate Software: The vendor states that authorized Relate Software personnel may remotely access user data through their infrastructure to assist with software issues. Data is securely transferred using Citrix ShareFile and is destroyed within 48 hours once troubleshooting is completed.

Data encryption of email attachments: According to the vendor, DRIVE E-Mail supports both SSL and TLS Email Encryption, ensuring secure transmission of sensitive information.

Archiving of client data beyond usage limits: The vendor plans to facilitate the automated anonymization of client information in a GDPR update. Currently, users can utilize scripting to clear out or archive communications history.

Permission passing for client mailer opt-ins: The vendor claims that DRIVE facilitates marking clients for opting in for email correspondence. The GDPR update is expected to enhance this feature with revision dates and seamless integration with Datamining tools.

Easy provision of client data when requested: According to the vendor, DRIVE's Datamining facilities and Communications Reporting can fulfill client data requests. The vendor states that this feature will be further automated in the GDPR update.