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 CS Desk builds on — imported once, not retyped for every filing.
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.
Entity Master
Every company and LLP your firm handles, with MCA data imported straight from the Master Data Excel sheet or PDF instead of retyped by hand.
Director Master
Every director and partner, linked across every entity they hold office in — so a DIN change or resignation only needs updating once.
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.
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.
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 — CS Desk treats it that way instead of making someone recreate the same task every cycle.
Recurring Task Templates
Set the schedule once — monthly, quarterly, annual — and matching tasks generate themselves every cycle, for every applicable company.
Auto Email Reminders
Due-date reminders go out automatically from your firm's own Gmail address, so a client sees a mail from you rather than from a tool they have never heard of.
Every due date, every task, every status — set the way your firm works
CS Desk arrives with sensible defaults for an Indian practice and then gets out of your way. Nothing below is hard-coded.
Internal Due Dates
Every work type carries its own filing days, so a task's due date is the event date plus that number — change it and every future task of that type moves with it. Your firm also sets its own internal deadline, a fixed number of days ahead of the statutory one, so work lands on your desk before the date that actually matters.
Work Types
ROC forms, routine services like Search Report and Due Diligence Report, and Exchange Compliances from day one. Rename them, re-bucket them, drop the ones you never touch, add your own.
Status Master
Your own stages, not a fixed set someone else decided on — and for each one you choose whether it belongs on Pending Work, on Annual Filing, or on both.
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.
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.
What is happening across the firm, in a form you can hand over
The same records you work in day to day, filtered and exported when someone else needs to see them.
Reports & Exports
Filter and export the same data you track day to day, for a partner review or a filing to your own auditor.