Whether you run a boutique PCS office or a multi-partner firm, company secretarial work in India spans hundreds of Companies Act 2013 touchpoints, secretarial standards, LODR timelines, and MCA e-filings. CoSecAI gives you structured document generation, statutory registers, compliance calendars, AI-assisted drafting, team task management, and sub-user access control—so your entire team ships consistent, audit-ready work faster.
Why teams switch from generic document tools to CoSecAI
- 50+ document types aligned to common board, shareholder, and MCA scenarios
- CS Task Manager: assign director appointments, AGM notices, and any compliance task to team members—with AI-generated checklists, statutory timelines, and one-click client email
- Sub-user & RBAC: invite junior associates or trainees with granular action-level permissions—they see only what they need to see
- Compliance calendar with reminders (email and Telegram) for recurring and event-based obligations
- Director KYC, charges, share capital, and LLP workflows in one place
- Sachiv AI for first drafts you still control—trained for Indian company law context
CS Task Manager — built for company secretarial workflows
Manage every client engagement end-to-end: create tasks for specific task types (Director Appointment, AGM Notice, Annual Filing, and 30+ more), attach them to a company or LLP, assign to a team member, and let AI generate a detailed checklist with statutory timelines. Download the checklist as a Word document, email clients directly from the task, and track progress with status updates.
Team management with role-based access control
Pro-plan owners can invite sub-users (associates, trainees, junior CS) with custom permission sets. Control exactly which companies they can view, which documents they can create, and which actions they can perform—all from the Team tab in Settings. Sub-users log in with their own credentials and see only the data they are authorised for.
Start with a free trial—migrate one client portfolio in an afternoon
Create your workspace, add companies or LLPs, and generate a real board pack or compliance set in your first session. Invite colleagues when you are ready to standardise templates across the firm.
Deep dive: Company secretarial software built for how Indian PCS teams actually work
Unify drafting, registers, board and AGM packs, event-based compliance, and client delivery in one secure workspace—without spreadsheet chaos or missed MCA deadlines. Purpose-built company secretarial software for Indian PCS firms and solo practising company secretaries: drafting, registers, compliance calendar, MCA workflows, and Sachiv AI. Indian practising company secretaries rarely fail on knowing what the Companies Act 2013 requires—they struggle when dozens of clients all move at once, auditors send late numbers, and founders forward cap-table changes hours before a board call. A purpose-built workspace keeps your master data, meeting packs, registers, and reminders tied to the same CIN or LLPIN so you are not reconciling three different “truths” the night before a filing. This page focuses on company secretarial software India and related workflows; the same CoSecAI account also powers your wider portfolio when you are ready to standardise firm-wide.
What you can run in CoSecAI alongside this workflow
- Document generation for board and shareholder lines that match common Indian practice—not generic US templates
- Statutory registers and extracts that stay closer to transactions than year-end reconstruction
- Compliance calendar with email and Telegram nudges for recurring MCA obligations and client-specific dates
- Sachiv AI for first drafts on resolutions, notices, and letters where you still apply professional review
- CS Task Manager: assign work, attach companies or LLPs, use AI checklists with statutory timelines, email clients from the task
- Sub-users and RBAC so partners scale review capacity without exposing the whole client list
- MCA filing index helpers and snapshots where you track what the public record shows for a financial year
- Share capital, right issue, and private placement document suites with structured tables aligned to MCA-facing practice
- Optional CoSec Drive hooks for saving selected generated packs where your firm policy allows cloud storage
Rolling out CoSecAI without disrupting live mandates
Start with a cluster of similar clients—private companies with March year-ends, or your active LLP list—and load master data once. Run the next real board cycle or annual return prep inside CoSecAI while keeping your existing file naming for one transition week if needed. Partners should pick two quality gates: (1) entity master matches your last certified filings, and (2) calendar dates for AGM and FY end match board records. Teams that skip those steps inherit garbage-in; teams that spend thirty minutes validating see faster adoption. Search themes such as company secretarial software India, CS practice software, PCS software, company secretary software, corporate secretarial platform should map to concrete screens inside the product during your trial—not marketing PDFs alone.
Security, access control, and optional CoSec Drive storage
Firms migrating from desktop-only stacks ask two questions early: who can see which client, and where files live. CoSecAI supports optional two-factor authentication for accounts, sub-users with role-based permissions so trainees never inherit whole-firm visibility, and structured audit trails inside tasks and documents. Where you enable CoSec Drive, you can keep working copies of board packs and generated exports alongside your existing DMS policy—without emailing final PDFs to personal inboxes. None of this replaces your professional duties under the Companies Act 2013 or client confidentiality terms; it gives you levers that match how Indian PCS teams already supervise work, only with fewer blind spots when partners review sign-offs on tight MCA timelines.
When CoSecOffice is your internal name for the workspace
Some firms refer to their CoSecAI login as the “CoSecOffice” stack in client emails and internal SOPs. The product is the same: one cloud workspace for companies and LLPs, shared tasks, and AI where you enable it. The goal is a single source of truth your associates trust enough to stop shadow spreadsheets.