SmartAGM helps Accounting firms, Legal firms and Consulting firms track AGM due dates, send automated reminders, and keep every client company compliant — all in one place.
Designed specifically for accounting firms legal firms and Consulting firms managing multiple client companies.
Track last and next AGM dates for every client company. Dates auto-calculate one year forward when an AGM is processed.
Automatic 30-day reminder emails and overdue notices sent once per cycle. No duplicate emails, no manual chasing.
Each accounting firm sees only their own client companies. Full data isolation between tenants with individual subscription management.
At-a-glance view of all companies with Current, Pending and Overdue status. Colour-coded rows make problem companies immediately visible.
The system runs automatically every morning, syncing overdue flags and sending emails — even when no one is logged in.
Each firm has its own login credentials. Subscription management, user access control, and audit trail built in from day one.
No installation, no IT department needed. Just request access and start adding your client companies.
Submit your firm details. CreSolZim reviews and approves your account within 24 hours.
Enter each client company with their company number, email and last AGM date. Next AGM calculates automatically.
SmartAGM monitors due dates daily and sends reminders automatically. You focus on your clients, not the calendar.
When an AGM is held, mark it as processed in one click. Dates update, overdue flag clears, confirmation email sent.
Introductory annual rates for the first 3 months. All plans include automated reminders, multi-user access and full dashboard access.
All prices in USD. Annual billing.
Early bird rates valid for first 3 months from launch.
Contact
admin@cresolzim.com
for custom pricing or payment arrangements.
No credit card required. Up to 3 companies free. Full access to all features during your trial period.
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