Built for Company Secretary firms
Coordinate filings, approvals, meeting actions and client follow-ups from one workspace, so every obligation has an owner, a deadline, and a paper trail.
Every filing owned
ROC forms, annual returns, and event-based filings each carry an owner and a due date.
Approvals tracked to closure
Signatures and consents chased automatically, with a full trail of who approved what, and when.
Repeatable workflows
Standard secretarial work runs on templates, not memory, so quality stays consistent as you grow.
PaperLite replaces the registers, spreadsheets, and reminder apps with one system built around how secretarial work actually flows.
Statutory deadlines on scattered lists
Annual returns, event-based filings, and ROC due dates tracked in spreadsheets and diaries across the team, each with its own version of the truth.
Every filing becomes a task with a due date and an owner, with automatic reminders well before anything falls due.
Meeting actions that go nowhere
Board and general meeting decisions noted in minutes, then forgotten until the next meeting asks why nothing moved.
Actions from every meeting are logged as assigned tasks, so each resolution has a name and a deadline attached.
Chasing directors and clients for approvals
DSC signatures, draft approvals, and declarations chased over calls and WhatsApp, with no record of who is holding things up.
Approval requests go out automatically and are tracked to closure; you see exactly which signature is pending, and since when.
Repeating the same secretarial work from scratch
Incorporations, annual filings, and charge registrations rebuilt as fresh to-do lists for every client, every time.
Templatized checklists turn recurring secretarial work into repeatable workflows your whole team executes the same way.
From solo practitioners to 200+ member firms, here is how professionals across India run their practice on PaperLite.
PaperLite helped me grow.
Started as a one-person practice juggling 40 clients from a notebook and two phones. With services templatized and reminders automated, the practice now serves 140+ clients with a team of six, without the founder being the bottleneck for every task.
Sole practitioner turned firm owner
Pune
PaperLite runs my 200+ person firm from one screen.
Coordinating 200+ people across audit, tax, and advisory once meant a maze of spreadsheets and daily stand-ups just to know where things stood. Now every department works off shared workflow templates on one Activity Board, and leadership sees firm-wide status in real time without asking a soul.
Managing Partner, 220-member firm
Delhi NCR
PaperLite helped me track my remote teams.
Three offices, three ways of working, and a founder who lived on status calls. One shared Activity Board later, every task, assignee, and deadline across all three cities is visible in a single view.
Managing Partner, multi-city firm
Nagpur, Indore & Raipur
PaperLite is the first app that I open every day... and probably the last one that I see before I sleep.
Mornings start with a 15-minute triage of the Activity Board: what is due, what is stuck, what needs a nudge. Evenings end with a close-out review. The whole firm runs from a single tab.
Operations head
Ahmedabad
My office is always moving with me, thanks to PaperLite.
Half the week is spent at client offices, not the firm. Approvals, document requests, and task updates all happen from the phone, and scanned documents land directly against the right client and task.
Practicing CA, always at client sites
Mumbai
Book a short meeting and we'll walk you through how PaperLite handles filings, approvals, and meeting actions for firms like yours.
30 minutes with the people who built PaperLite. No slides, no sales script, just your actual workflow.