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CloudSec manages and builds structure around secretarial processes

CloudSec is an add-on CaseWare Cloud app that takes care of all your statutory compliance processes in one place. CloudSec manages and builds structure around secretarial processes meaning that you complete secretarial tasks quickly, easily and within the law.

Our mission with CloudSec is to build secretarial software which:

Manages workflow;
Eliminates the duplication of work;
Achieves 100% compliance; and
Is easy to use.

These drive our vision to eliminate any secretarial burden, making your business more profitable.

Manage your practice with ease
  • Our dashboard provides the status of your entire practice at a glance
  • View outstanding tasks, deadlines and staff assigned for easy follow-ups
  • Automatic Annual Return deadline notifications
  • View completed tasks and reconcile to your invoicing
Improve client correspondence
  • Reduce emails by requesting and collecting documentation directly from your clients in CloudSec
  • The integrated client portal makes the sharing of documents quick and easy
Stay on top of bureaucratic clutter
  • All documents are saved directly in a specific task in the relevant client file
Work faster
  • Follow our guided workflows with automatically populated CoR forms
  • Reduce scanning with our ability to bundle all documents into the correct format for successful CIPC submission
Always compliant
  • Our guided workflows ensure that you never miss a step in the process
  • With our data validation, your submissions to CIPC are accurate and complete
Everything you need in one place:
  • Annual Returns
  • Share transactions: Share capital raises in different classes, allotments, transfers, redemptions, consolidations
  • Convert CC to company
  • Directors' changes


  • Auditor and secretarial changes
  • All other frequently required CIPC tasks
  • View redbook registers for share and director transaction history
  • View full client reports

We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.


Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Client portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File management

Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Centralised engagements

Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.


Leverage built-in roles for easy rights management, or create your own.

Promotes mobility and flexibility

The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.

Engagement Management

Track and monitor every aspect of your engagement for optimized efficiency and profitability.

Task management and timeline analysis

Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.

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Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.

Our comprehensive list of all the training solutions we offer to help you upskill fast.

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Our happy clients

"We’re seeing increased efficiency in the process and consistency across the brand."