Your customers
- Private limited companies
- LLPs
- Unlisted public companies
- Listed SME and mainboard companies
- Startups and foreign subsidiaries
Professional and business services · Services
MatruOS for a company secretary practice
Set up the way a company secretary practice runs: annual ROC compliance retainers; per-event fees (incorporation, director change, allotment, charges, strike-off); certifications (MGT-8); secretarial audits; minutes and registers maintenance. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
- 6
- 1
- 2
- 3
- 3
- 5
What this solves
What a company secretary practice deals with today, and what MatruOS sets up for it
Today
Event deadlines (director change, charge, allotment) missed and additional fee of ₹100 a day per form builds up. Clients send audited accounts late and AGM season jams into October.
In MatruOS
MatruOS sets up 6 routines, 1 workflow, 3 registers and 5 licences for a company secretary practice, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
- Company
- PCS
- MCA portal (V3), ROC
- notices and adjudication
Your suppliers
- DSC issuers
- Compliance software
- CS trainees
- CA firms (referrals)
Credit and cash
Annual retainer billed half-yearly; event fees in advance with MCA fees; secretarial audit fees after signing; many clients pay after the AGM season
Peak work and billing Sep-Nov; incorporations and events through the year
Your screens use your words
CustomerCompanyOrderAssignmentItemFilingInvoiceFee billproductServiceSupplierVendor
How it works
How MatruOS is set up for a company secretary practice
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Company Secretary practice", typed when you sign up.
- Recognised as a company secretary practiceRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for a company secretary practice
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Works out each entity's annual and event-based due dates from AGM, meeting and event dates, lists what is due in 30 days and what is already late with the additional fee
Works it out and shows you
Drafts the AGM notice, board's report checklist and data request for each company, and tracks AOC-4 and MGT-7 deadlines after each AGM
Asks you before sending
Drafts bills for each filed event and retainer instalment, separates MCA fees paid as pure agent, and drafts reminders for dues over 60 days
Asks you before sending
1 / 3
How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:30 amMCA filing status and event deadlines
- 1Check SRN status for forms filed and resubmission requests
- 2List event-based forms due within 30 days (director changes, charges, allotments)
Every week
Mon 11:00 amBoard meetings and notices for the next fortnight
- 1List companies whose next board meeting is due within 120 days of the last
- 2Send notice and agenda at least 7 days before each meeting
Every month
28thFee bills and dues
- 1Bill every event filed this month and retainer instalments due
- 2Remind clients with dues over 60 days
Every year
MaySecretarial audits (Apr-Jul)
- 1Plan audits within the ICSI ceiling and check the firm's peer review certificate is valid
- 2Issue MR-3 in time for the board's report
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
Annual filing for a company
- 1Audited accounts and data received
- 2Board approves accounts and report
- 3AGM held and minutes signedNeeds approval
- 4AOC-4 filed within 30 days
- 5MGT-7 certified and filed within 60 days
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Companies and LLPs
ROC filings
Board and general meetings
Before filing an MCA form
Filed right, in time, with no additional fee
Board and general meetings
Valid meetings and minutes
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Private limited company incorporation (SPICe+) | 998399 | 18% |
| LLP incorporation | 998399 | 18% |
| Annual ROC compliance (AOC-4 and MGT-7) for small company | 998399 | 18% |
| LLP annual filings (Form 8 and Form 11) | 998399 | 18% |
| DIR-3 KYC per director | 998399 | 18% |
| Director appointment or resignation (DIR-12) | 998399 | 18% |
| Share allotment (PAS-3) or transfer | 998399 | 18% |
| Charge creation or satisfaction (CHG-1 or CHG-4) | 998399 | 18% |
| Annual return certification (MGT-8) | 998399 | 18% |
| Secretarial audit (MR-3) | 998399 | 18% |
| Board minutes and statutory registers maintenance | 998399 | 18% |
| Company strike-off (STK-2) | 998399 | 18% |
- Certificate of practice
- GST registration
- PAN
- Professional tax registration
- Shops and Establishments registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
Practising company secretaryAdvises boards, signs certificates and audit reports, files on MCA, appears in adjudication.
Compliance executivePrepares forms, minutes and registers, collects DSCs and data.
CS traineeDrafts notices and minutes, data checks, filing support.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for a company secretary practice?
Type one line about your business when you sign up, for example "Company Secretary practice". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Professional and business services
Other services in professional and business services
Run a company secretary practice on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes