Corporate Secretarial on AtlasOS
AtlasOS for Corporate Secretarial (corp_secretarial) is built for practitioners managing CIPC annual returns, beneficial ownership filings, company registrations, and statutory compliance. The sidebar is streamlined with a Statutory Compliance group expanded by default. The default landing view is Compliance (not Tasks), putting filing deadlines front-and-centre.
Default Configuration
| Setting | Value |
|---|---|
| Firm Type Key | corp_secretarial |
| Solo Mode | No |
| Default Landing View | Compliance |
| Entity Types | Pty (Ltd), Close Corporation, NPO |
Modules Enabled by Default
| Module | Status | Notes |
|---|---|---|
| Tasks | ON | Filing tasks, review checklists |
| Compliance Calendar | ON | CIPC annual return, BO filing deadlines |
| Client Portal | ON | Secure portal for statutory document exchange |
| Time Tracking | ON | Billable hours per company |
| Billing | ON | Invoices and payment tracking |
| CIPC / Secretarial | ON | Annual returns, beneficial ownership, CIPC deadlines |
| Contracts | ON | Engagement letters |
| Onboarding Forms | ON | Company intake forms |
| Chat | ON | Real-time chat with clients |
Modules Disabled by Default
Smart Inbox (OFF), AI Agents, AFS Reports, Management Accounts, Payroll Obligations, Broadcasts, Audit, Sales CRM, Accounting Sync, SLA Tracking, Project Milestones, and all Nonprofit modules.
Note: Note: Smart Inbox and AI Agents are OFF by default for corporate secretarial. Enable in Settings → Modules if needed.
Compliance Bodies
| Jurisdiction | Bodies | Pre-Seeded Obligation Types |
|---|---|---|
| South Africa | CIPC | CIPC Annual Return (Pty), CIPC Annual Return (CC), CIPC Beneficial Ownership Filing |
| Zambia | PACRA | PACRA Annual Return |
Terminology
| Standard Label | Corp Sec Label |
|---|---|
| Client | Client |
| Clients | Companies (sidebar entity group label) |
| Engagement | Engagement |
| Compliance Deadlines | Filing Deadlines (sidebar compliance label) |
| Documents | Filings & Returns (sidebar documents label) |
Sidebar Layout
| Group | Label | Items | Expanded? |
|---|---|---|---|
| — | (standalone) | Dashboard | — |
| Work | Work | Tasks, Calendar | Yes |
| Clients | Companies | Companies (entities), Entity Groups, Client Portal | Yes |
| Compliance | Statutory Compliance | Filing Deadlines, Onboarding | Yes |
| Finance | Finance | Time & WIP, Billing | No |
| Documents | Filings | Filings & Returns (documents) | No |
| Admin | Administration | Settings | No |
Key Differences from Accounting Layout
- No Smart Inbox standalone item (module OFF by default)
- Entity group relabeled to Companies
- Compliance group relabeled to Statutory Compliance and expanded by default
- Compliance item relabeled to Filing Deadlines
- Documents group relabeled to Filings
- Documents item relabeled to Filings & Returns
- Default landing is Compliance (not Tasks)
- No Projects, Workflows, Persons, Account Manager, Bank Statements
- No Financial Reports, Practice Intelligence
- No Sales CRM, Audit & Quality, Activity Log, AI Agents (in sidebar)
Secretarial-Specific Features
CIPC Annual Return Tracking
Annual return deadlines calculated per entity based on registration month:
- Separate tracking for Pty (Ltd) and CC entities
- Reminders at T-30, T-14, and T-7
- Missed returns flagged with escalation alerts
- Bulk status view across all managed companies
→ Full documentation: Statutory Deadlines
Beneficial Ownership Filing
The CIPC BO requirement is a first-class obligation:
- Separate deadline from annual return
- Own status, task workflow, and filing reference
- Track BO declarations per entity with completion status
- BO filing checklist with document collection workflow
→ Full documentation: Beneficial Ownership
Company Registers
Full company structure maintained per entity:
- Directors register with appointment/resignation dates
- Shareholders register with share classes and holdings
- Registered address, company number, and tax reference
- Directors' interest declarations and MOI details
→ Full documentation: Company Registers
Share Registers
Detailed share register per company:
- Share class definitions with rights and restrictions
- Shareholder records with allotment history
- Transfer tracking with effective dates
- Share certificate cross-references
→ Full documentation: Share Registers
Workflow Automations
Automated task workflows for common secretarial processes:
- Annual return filing workflow (prepare → review → file → confirm)
- BO filing workflow with document collection steps
- Company registration workflow for new incorporations
→ Full documentation: Workflow Automations
Next Steps
- Statutory Deadlines — CIPC annual return tracking
- Beneficial Ownership — BO filing management
- Company Registers — Directors and shareholders
- Share Registers — Share class and allotment tracking
- Document Management — Filing and return storage