Name: Company Secretary
Author: Relate Software

Help Desk

Web and Video Conferencing

Customer Support

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Cloud Storage

Component Content Management

Data Quality

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Infrastructure Monitoring

IT Service Management (ITSM)

Identity Governance and Administration

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Network Performance Monitoring

Relational Database Management Systems

Session Border Controllers

Solid State Drives

Static Application Security Testing (SAST)

Static Code Analysis

Tower Servers

Traffic Switching

Virtual Private Network (VPN)

Vulnerability Management

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Email Marketing

Heatmap and Session Recording

Intent Data

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Multichannel Retail

Sales Gamification

Sales Intelligence

Sales

Secure Service Edge (SSE)

User and Entity Behavior Analytics (UEBA)

Security

Car Rental

Commercial Drone

Equation Editors

Insurance Agency Management

Public Sector Software

Real Estate Property Management

Trucking Software

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Diligent Boards

Diligent Corporation

OnBoard Board Management Software

OnBoard

BoardPro

Azeus Convene

Boardable

Nasdaq Boardvantage

Nasdaq

BoardEffect a Diligent Brand

BoardPad (discontinued)

Discontinued Products

BoardPaq

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.

Personal

Standard

Advanced

Advanced Data Rooms

Dropbox DocSend

ContractZen's Governance Cloud for SMBs features a board portal, entity management, contract management, virtual data rooms (VDR), and more – powered by AI. ContractZen was built to speed up operations, minimize risks, and maximize company value in due diligence situations.

Custom

ContractZen

Company Secretary

Board Management

Relate Software

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Board Management Software

Company Secretary

Overview

What is Company Secretary?