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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BoardPortal PLUS® significantly improves the productivity of directors, executives, and administrative staff. It is particularly beneficial for corporate secretaries and general counsels, providing a user-friendly and adaptable platform that simplifies the distribution of board books, crucial documents, emails, polls, and communications, thereby easing the process of information sharing. Are you harnessing the power of this technology that could potentially save your organization both time and money? Discover how our intuitive and all-encompassing portal stands out compared to our rivals. This comprehensive tool for boards includes features such as electronic signatures, email integration, board books, governance assessments, communication tools, and educational resources. With robust security and functionality across various platforms, you can allocate your resources to other critical areas of your business. By doing so, you'll enhance your operational capacity while reducing the time spent on organizing and storing documents, as well as minimizing redundancy in team projects. Ultimately, this means a more streamlined approach to governance and collaboration within your organization.

Description

Enhance your professional offerings with our all-encompassing Digita Company Secretarial software designed specifically for UK accountants. This powerful tool allows you to efficiently manage company secretarial services, including swift updates to the Persons of Significant Control (PSC) Register and online filings in mere seconds. Minimize mistakes and expedite your company secretarial tasks with built-in anti-fraud alerts and seamless data imports from other modules in our suite as well as from Companies House. Instantly create client profiles by extracting data directly from Companies House, and with just a click, you can easily submit forms to Companies House. Stay vigilant regarding online filing activities while receiving proactive alerts to help identify potential fraud. The software also enables you to efficiently generate forms, meeting minutes, dividend vouchers, and other essential documents. Utilize the PSC Register to accurately identify and record individuals of significant control, while our public record checker tool ensures that your client data remains precise and up-to-date. With these features, you can significantly elevate the standard of service you provide to your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Virtual Cabinet No 

Integrations

Virtual Cabinet Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

XCEO

Country

United States

Website

www.boardportalplus.com

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

tax.thomsonreuters.co.uk/digita/company-secretarial/

Product Features

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management No 
Electronic Signature No 
For Nonprofits No 
Member Directory No 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

Product Features

Company Secretarial

Annual Filings Yes 
Archiving & Retention No 
Company Formation No 
Company Register Yes 
Dividend Administration No 
Document Templates No 
Important Dates Reminders No 
Multi-Company No 
Officer Management No 
Shareholder Management No 

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