1. Dashboard
/dashboard/sectYour command centre — a live overview of all managed clients and upcoming compliance deadlines.
Active Clients
Links to client list
Overdue
Links to overdue deadlines
Due This Month
Upcoming deadlines
Pending Actions
Corporate actions
Compliance Calendar
Navigate months with the arrows. Each coloured dot is a deadline — click it to open that client. The legend at the bottom explains each colour.
| Colour | Deadline Type |
|---|---|
| Purple | AGM |
| Blue | Annual Return |
| Teal | Financial Statements |
| Orange | GST Filing |
| Green | Form 45 (Appointment) |
| Red | Form 45 (Resignation) / Overdue |
2. Client Companies
/dashboard/clientsYour full client register. Search, filter, and add client companies.
- 1
Click + Add Company
Top-right corner (admins only)
- 2
Fill in the details
Company name, UEN, type (Private Limited, LLP, etc.), and engagement status
- 3
Click Create Company
The company appears in the list immediately
- 4
Open the company card
Click through to fill in the full profile — officers, shareholders, compliance deadlines, and more
Tip
Use the Search box to find a client by company name or UEN number. The Status filter lets you focus on active, prospect, inactive, or dissolved companies.
3. Client Detail Page
/dashboard/clients/[id]The main workspace for a single client — 7 tabs covering every aspect of the engagement.
Overview
- Company Details — edit status, UEN, FYE, GST registration, SSIC, constitution. Click any field to edit.
- Key Officers — at-a-glance view of company secretary, auditor, and directors.
- Retainer Fee Schedule — add recurring fees per service line with billing frequency. Use Bill Client to generate an invoice immediately.
- Activate on AskVAVA — invite the client to create their own AskVAVA org (see Section 9).
People
Three sub-tabs: Officers · Shareholders · Transfers
- Officers — add directors, secretaries, and auditors. Click Resign to set a resigned date without deleting the record.
- Shareholders — track share ownership with percentages. Use Cease when a shareholder exits.
- Transfers — log share transfers between parties with the number of shares and consideration amount.
Governance
Two sub-tabs: Resolutions · Meetings
- Resolutions — record ordinary, special, and written resolutions with date and description.
- Meetings — log AGMs, EGMs, and board meetings with venue, agenda, and minutes reference.
Compliance
Three sub-tabs: CSP Compliance · Deadlines · ACRA Filings
- CSP Compliance — CSP Act 2024 checklist covering KYC, beneficial ownership, risk assessment, and more.
- Deadlines — auto-calculated from incorporation date and FYE. Click Mark Complete after filing; you'll be prompted for the ACRA reference.
- ACRA Filings — log every submission with type, dates, reference number, and document upload.
Financials
- Per-client chart of accounts and journal entries, scoped entirely to this company's books.
- Click Setup Accounting on first use — this initialises the default Singapore SME chart of accounts.
Documents
- Upload and organise all documents for this client — incorporation certificates, constitutions, resolutions, correspondence.
- Documents are private to your org unless explicitly shared.
Actions
- Corporate actions in progress: director changes, share allotments, name changes, and more.
- Status flow:
draft→in_progress→pending_filing→filed→completed
Quick document buttons
The Form 49 and Annual Return buttons in the top-right of the detail page generate pre-filled PDFs using the officers and shareholders you've entered. No manual data entry needed.
4. Portfolio Dashboard
/dashboard/clients/portfolioAnalytics view across all your clients at once.
- Summary cards: total companies, active, inactive, prospects
- Activity heatmap — see which clients have had recent activity
- Generate Invoices — bulk-creates retainer invoices for all clients with fees due today or earlier. Invoices appear in your Finance dashboard automatically.
5. Compliance Overview
/dashboard/clients/complianceCross-client deadline board — all deadlines in one sortable, filterable table.
| Status | Meaning |
|---|---|
| Overdue | Past due date, not completed |
| Due This Week | Due within 7 days |
| Due This Month | Due within 30 days |
| Upcoming | Due in 31–90 days |
| Completed | Filed and done |
WhatsApp Reminders
The system automatically sends WhatsApp reminders to clients at 60, 30, 14, and 7 days before each deadline — provided the client's phone number is on record.
6. ACRA Filings
/dashboard/clients/filingsCross-client tracker for all ACRA submissions.
- 1
Click + Log Filing
Select the client, filing type, and due date
- 2
Enter the ACRA reference
The reference number from the ACRA portal confirmation
- 3
Upload the document
Attach the filed document (PDF) for your records
- 4
Update the status
Move from pending → in_progress → filed → completed as you progress
7. Corporate Actions
/dashboard/clients/actionsAll in-progress corporate actions across every client in a single view. Use filters to focus on specific statuses or action types.
To create an action, open the client detail page and go to the Actions tab.
8. Practice Billing
/dashboard/clients/billingYour SECT module subscription and per-client usage summary.
| Clients Managed | Per Client/mo |
|---|---|
| First 3 | Free |
| 4 – 20 | S$18 |
| 21 – 50 | S$15 |
| 51 – 100 | S$12 |
| 100+ | S$10 |
If you have billable clients but no active subscription, a warning banner appears prompting you to subscribe.
9. Client Activation
Once a client is fully set up in SECT, you can activate them onto AskVAVA as their own organisation — giving them access to HR, payroll, invoicing, and chat while you retain your corp sec and bookkeeping access.
- 1
Open the client detail page
Navigate to the client in Client Companies
- 2
Go to the Overview tab
The Activate on AskVAVA button appears when the client doesn't yet have an org
- 3
Click Activate & Send Invite
AskVAVA creates a new org for the client and sends them an invitation email
- 4
Client sets up their account
They log in and can immediately use HR, payroll, invoices, and AI chat
- 5
You retain advisory access
Your team can still access their corp sec records and bookkeeping via the linked org
What changes after activation
The client card shows an Active on AskVAVA badge. The client's data is now linked to their own org — their employees can access the employee portal, payslips, and submit leave and claims.
10. Client Portal (/c/[token])
Some compliance workflows generate a unique link for your client to submit information directly — no AskVAVA login required.
- Links are generated from the CSP Compliance sub-tab
- Access is token-based — no password needed for the client
- Submitted data flows back into the client's SECT profile automatically
- Useful for KYC collection, director consent forms, and beneficial ownership declarations
Ready to get started?
Add your first client company and see why CSPs choose AskVAVA.
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