Advisory, secretarial and cross-border work, managed like a practice
Advisory and secretarial firms live on engagements, entities and evidence: ROC calendars across dozens of companies, board minutes and resolutions, transfer-pricing studies, cross-border structures. ERPCA keeps every entity, deadline, commitment and document in one place — and bills the advice, not just the filing.
Sounds familiar?
- ROC and FEMA dates across many entities are tracked per person, not per firm.
- Decisions agreed in client meetings live in notebooks until someone asks.
- Advisory engagements are billed late because milestones are not tracked.
- Documents for due diligence are assembled by email thread.
On the growth journey
Firms like this are usually at the 📈 Growth stage — from clients to growth. Read the playbook.
How ERPCA fixes it
Entity-wise compliance calendar
AOC-4, MGT-7, ADT-1, DIR-3 KYC and every other date per entity, created automatically with an owner — across all the companies a client group holds.
Task management →Minutes, actions and commitments
Minutes of meetings recorded against the client with owners and due dates, so every commitment becomes a task and a fee.
Client management →Engagement workflows with milestones
Structuring, valuation, TP studies and due diligence as workflows with milestones that trigger invoices and client updates.
Workflow management →A repository clients can use
Secure, entity-wise document storage with portal access, so a due-diligence request is a share, not a scramble.
Client portal →What this looks like on a normal Tuesday
One screen the partner opens in the morning: what is due, who is on it, what is stuck, and what has been billed. The same data the team works in all day — no separate report to prepare.
See it with your own clients →
What you would use on ERPCA
Everything above is part of one platform — switch on what you need, add the rest as the firm grows. See plans.
Proof
99.99%
uptime — the record is there whenever a client or regulator asks
Practice scenario: corporate secretarial & ROC practice
Read how a practice like yours made the change, what it chose to switch on first, and what it got back.
Questions firms like yours ask
Can one client have many entities?
Yes. Client groups hold any number of entities, each with its own compliance calendar, documents and billing, rolled up to the group.
Does it handle multi-currency and cross-border clients?
Yes. Firms in the UAE, Nepal and Mauritius run on ERPCA; currencies, calendars and workflows are configurable per jurisdiction.
Can we bill advisory by milestone rather than hours?
Yes. Engagements can bill by milestone, by retainer or by hours — or a mix — with payment links on every invoice.
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See it on your own firm's numbers
Thirty minutes, on a call, with your clients and workflows rather than a demo account. Live in about three days if you go ahead.