Secretarial guides Beta

How to use Secretarial

Board meetings, registers, resolutions, and company-law compliance.

Secretarial is in Beta. These guides give a short tour of each menu.

Start here

New to Secretarial? Do these in order.

Do these once, when you start.

Dashboard Open Secretarial and see compliance and meeting status at a glance. 5 steps

The jobs you do every day or every week.

Meetings Plan board and general meetings from notice through convening. 5 steps Resolutions Draft, approve, and track board and shareholder resolutions. 5 steps Minutes Prepare, review, and finalise minutes for convened meetings. 5 steps

Check, match and file at the end of the period.

Compliance Calendar Track filing deadlines and secretarial obligations by company. 5 steps ROC/MCA Forms Tracker Track MCA e-forms from preparation through filing status. 5 steps

See where your business stands.

Statutory Registers Maintain company-law registers for members, directors, and charges. 5 steps Documents & Reports Draft, review, file, and report on secretarial outputs in one place. 5 steps

Sign in at my.aicountly.com with your organisation account.
Confirm company, branch, and financial year in Manage before secretarial work. See the guides
Store MCA / DSC and portal credentials in Vault — do not paste secrets into Connect or AI Pulse. See the guides
Use Docs for shared statutory files when teams need versioned document storage. See the guides

Ask the community, or tell our support team what you were trying to do.