The practice management platform for corporate secretarial firms
Board360 brings your entities, compliance deadlines, KYC/AML, documents and client service into one system of record — with governed AI that drafts and prepares while your people decide and sign.
A higher compliance bar — and personal liability
Under the Corporate Service Providers Act 2024, registered CSPs must meet AML/CFT obligations, with breaches carrying fines of up to S$100,000 — reaching senior management personally.
Most firms still stitch this together across spreadsheets, email, generic document tools and ACRA’s BizFile+ portal. Board360 replaces that patchwork with one disciplined system designed around the way corporate secretarial practices actually work.
What Board360 keeps in one place
- Entities & people
- Statutory registers
- Compliance deadlines
- KYC / AML records
- Matters & documents
- Engagements & billing
- Client communications
- Audit trail
Everything a modern practice needs to run
Four outcomes your firm feels from day one.
Never miss a statutory deadline
A per-entity compliance calendar computed from each company's financial year end — with reminders and escalation before AGMs, Annual Returns and XBRL fall due.
Stay CSP-compliant by design
KYC/AML, risk-rating, screening and nominee-director controls with audit-grade records — built in, not bolted on, for the CSP Act 2024 era.
Reduce manual document work
Template-driven generation with AI assistance and e-signing — resolutions, registers, KYC forms and engagement letters in a click.
Give clients a self-service portal
A branded portal for deadlines, documents, signatures and mailroom — fewer follow-up emails, happier clients.
A complete corporate secretarial suite
From incorporation to strike-off, compliance to client service — with governed AI throughout.
Entities & registers
Canonical records with eight statutory registers auto-derived from effective-dated relationships.
Compliance calendar
Deadlines auto-computed from a versioned Singapore rules layer, penalty-aware and exportable.
KYC / AML / CDD
Due diligence, risk-rating, screening capture, ongoing monitoring and STR records.
CSP governance & IPPC
EWRA, AI-assisted IPPC drafting and gap analysis, and adherence monitoring.
Matters & workflows
Template-driven, editable workflows with a visual builder — incorporations to name changes.
Documents & e-sign
A versioned vault, merge-field templates, AI analysis and pluggable e-signature.
Client portal
Guided client tasks, signatures, KYC uploads and requests on your own domain.
Mailroom
Registered-office mail intake with AI classification and client alerting.
Knowledge & learning
A cited AI help assistant plus a competency-tiered training LMS feeding your register.
AI skills & agents
Governed automation where AI drafts and prepares, and your people decide and sign.
AI drafts, suggests, triages and prepares. Your people decide and sign.
Board360’s AI works only through a typed, permissioned tool registry — never touching your data directly. Every action is risk-tiered, approval-gated and fully audited, with no autonomous statutory actions, ever.
- Risk-tiered approvals: draft, single sign-off, or dual control
- Tenant-authored skills and virtual staff agents — no code
- Bring your own model, with budgets, kill-switch and full traces
- No AI-authored legal content; humans review and sign
T0 · Draft
AI prepares a document set. No approval needed to draft.
Low · Single approver
One reviewer signs off before the action proceeds.
High · Dual control
KYC/UBO and financial actions need two-person sign-off.
Statutory actions are always non-autonomous.
Built for the sensitive data you hold
Tenant isolation enforced at the database, identifiers masked by default, and every privileged action written to an immutable trail — all hosted in Singapore.
Read about security & trust- RLS
- Per-tenant row-level isolation, tested in CI
- PDPA
- SG data residency; firm is controller
- Masking
- NRIC/FIN hidden by default, reveal audited
- MFA
- TOTP required for staff accounts
Run a compliant, modern corporate secretarial practice
See how Board360 brings your entities, deadlines, KYC/AML and client service into one system of record.