Dashboard
Where the company stands today: what is overdue, what is due and what needs a director.
- Compliance score, overdue filings and filings due in 30 days
- Next board and general meetings
- Directors with KYC pending and licences expiring
- Votes and sign-offs awaiting each director
Compliance calendar and filings
A calendar generated from the company’s data and effective-dated rules, with status from due to filed and approved.
- Annual items such as AOC-4, MGT-7 or 7A, DPT-3, MSME-1 and PAS-6
- Event items such as PAS-3, DIR-12, MGT-14, CHG-1, BEN-2 and ADT-1
- Applicability per form with the reason when it does not apply
- Normal and additional fees estimated with the rule cited
- Director sign-off through the approval engine, then SRN, challan and ROC approval
- List and month views, and an export of the year
Meetings
Board, committee and general meetings from notice to signed minutes.
- Board-meeting gap timeline with the latest date for the next meeting
- Notice period checks, including shorter notice with consents
- Agenda builder with standard items, draft resolutions and board papers
- Attendance and quorum, in person or by video conference, with interested directors excluded
- Minutes drafted per item, circulated, signed and locked in a numbered minutes book
- Notices, agendas, attendance sheets and minutes as PDF
Resolutions
Every resolution is tagged with the matter it covers, so the app knows how it must be passed and what it triggers.
- Ordinary, special, board and circular resolutions
- Matters that may only be passed at a board meeting are kept out of circulation
- Directors vote on circular resolutions on web or mobile
- MGT-14 created when a resolution needs it
- Certified true copies as PDF
- Member e-voting for general meetings
Company master
The company’s identity, capital, auditors and key managerial personnel, with checks that depend on its type and size.
- Private, OPC, public unlisted, section 8 and LLP entity types
- CIN and LLPIN validation, ROC, PAN, TAN and registered office
- Small company test with the reasons shown
- Statutory, internal, secretarial and cost auditors with terms and rotation
- KMP with the whole-time company secretary check
- Holding, subsidiary, associate and joint venture relationships
Directors and KMP
Every director’s appointments over time, KYC status and annual disclosures.
- DIN, residency and appointment history by designation and mode
- Board composition checks for each entity type
- DIR-3 KYC due dates under the old annual and new three-yearly rules
- MBP-1, DIR-8 and DIR-2 requested from and filled in by directors
- Interests feeding the related-party list
- Directors linked to People employees where they are staff
Share capital and cap table
The register of members is built from allotments and transfers, never typed.
- Share classes with voting and conversion terms
- Allotments with authorised capital headroom and PAS-3 timing checks
- Transfers with SH-4 details and stamp duty
- Cap table by holder and class, issued and fully diluted, as on any date
- ESOP pools with grants from People when it is on
- Significant beneficial owners, declarations and demat status
Registers and records
Statutory registers generated from the records above, viewable on screen and exported as PDF.
- Registers of members, directors and KMP, charges, SBOs and ESOPs
- Registers of related-party contracts and of loans, guarantees and investments
- Charges with creation, modification and satisfaction
- Section 186 limit computed from the latest financial statements
- Related-party contracts with approvals and arm’s length flags
- LLP partners and a partner contribution ledger
Licences and registrations
Every licence the company holds, with renewal reminders before it lapses.
- GST, PF, ESI, professional tax, LWF and Shops and Establishments
- Trade licence, FSSAI, IEC, Udyam, GST LUT, STPI or SEZ and CLRA
- GSTINs imported from Books, and PF, ESI and PT from People
- Validity, renewal lead time, documents and status
Financials and e-form data packs
Financial figures and form data prepared for each filing.
- AOC-4 workbook with the Schedule III balance sheet and P&L from Books
- MSME-1 from supplier dues beyond 45 days in Books
- DPT-3 from borrowings and director loans in Books
- JSON and Excel data packs named as on the MCA V3 forms
- MCA forms pre-filled and uploaded through a provider
- FEMA filings such as FC-GPR and ODI
Collaboration and settings
The company’s practising CS and auditor work in the same records.
- Invite an external CS or a read-only CA, and revoke access
- Threaded review notes on filings, meetings and registers
- Clients console across every company a CS looks after
- Statutory rules with citations, reviewed and ticked by a CS
- Reminders at 30, 15 and 7 days and a monthly digest
- Listed-company compliance