Built around how a CS office actually works
Not a generic task tool with compliance bolted on — every screen below is shaped around ROC filings, DSC custody and the paperwork a Company Secretary firm already lives in.
Every company, LLP and contact your firm touches
The system of record everything else in CSDesk builds on — imported once, not retyped for every filing.
Entity Master
Every company and LLP your firm handles, with MCA data imported straight from the incorporation PDF instead of retyped by hand.
Group Master
Roll related entities up under one group or promoter, so you can see a whole business family at a glance instead of hunting for each entity separately.
Director Master
Every director and partner, linked across every entity they hold office in — so a DIN change or resignation only needs updating once.
Phonebook
One shared contact list for the firm — clients, directors and referring professionals — instead of everyone keeping their own.
Know exactly where every filing stands
The two registers a CS firm actually lives or dies by, built the way your firm already thinks about them.
Annual Filing Tracker
AOC-4, MGT-7, DPT-3 and MGT-14 for companies, Form 11 and Form 8 for LLPs — one pivoted view per financial year, first-year companies handled automatically.
DSC Register
Track every Digital Signature Certificate in and out of the office — who received it, who delivered it, and when it's due for renewal.
Work that assigns and repeats itself
Compliance work is recurring by nature — CSDesk treats it that way instead of making someone recreate the same task every cycle.
Task Management
Recurring compliance work assigns itself to the right person the moment a filing comes due — nobody has to remember to hand it out.
Recurring Task Templates
Set the schedule once — monthly, quarterly, annual — and matching tasks generate themselves every cycle, for every applicable company.
Work Types & Status Master
Your own list of services and your own stages, not a fixed set someone else decided on — configured per firm.
Recycle Bin
Deleted a task by mistake? It sits in the Recycle Bin before it's gone for good, not gone the instant you click delete.
Fewer calls asking "what's the status?"
Give the people outside your firm a way to check for themselves.
Client & Referral Portal
Give clients and referring professionals their own login to see status, without another phone call to your desk.
Email Reminders
Reminders go out from your firm's own connected Gmail account — clients see a familiar sender, not a no-reply address.
The right people see the right things
As the team grows past one or two people, access stops being all-or-nothing.
Employees
Every team member gets their own login and their own view of what's assigned to them.
Role-Based Access
Partners see everything, Accountants see their own workload, and every write is scoped to your firm alone.
Your data, visible and protected
What's happening across the firm, and a way back if something goes wrong.
Reports & Exports
Filter and export the same data you track day to day, for a partner review or a filing to your own auditor.
Data Backup & Restore
A full backup runs automatically before every update, plus an on-demand backup and restore whenever you need one.
Offline License Verification
Your license key is checked locally, signed and self-contained — CSDesk doesn't phone home to check whether you're allowed to work.