Most Professionals like CS and CA still rely on Excel sheets to manage compliance, filings, and client data. While Excel works, it often becomes messy, hard to track, and prone to errors.

Here’s where Airtable – a no-code tool – can make a big difference. It combines the simplicity of Excel with the power of a database and collaboration features. Let’s see how it can help Company Secretaries.

1. Compliance Calendar

  • Create a table with all MCA forms, due dates, and filing status
  • Assign responsibilities to team members
  • Set up reminders to avoid last-minute stress

✅ Result: Never miss a deadline.

2. Client Management

  • Maintain a master database of client companies
  • Store CIN, directors’ details, registered office, and filing history
  • Track upcoming compliance tasks for each client

✅ Result: A mini-CRM designed for CS firms.

3. Board Meetings & Resolutions

  • Record meeting dates, agenda items, and resolutions passed
  • Attach notices, agendas, and minutes as files
  • Share securely with your team

✅ Result: Everything in one place, easily searchable.

4. Views & Automations

  • Use Calendar View to see upcoming deadlines
  • Use Kanban View to track pending vs completed filings
  • Set up automations to send email or Slack reminders automatically

✅ Result: Save time and reduce manual follow-up.

Conclusion

Airtable helps Company Secretaries go beyond Excel – making compliance management smarter, faster, and more reliable.