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ClientBase is a practice management system designed for Singapore company secretarial firms. It brings client entities, people, filings, deadlines, tasks, and team workloads into one centralized platform, helping firms organize daily operations and maintain consistent processes across client engagements. Key features include entity and contact management, work and task tracking, AGM and compliance deadline monitoring, ACRA BizFile+ synchronization, continuous AML monitoring, and Spark AI for retrieving practice information and reducing administrative work. ClientBase also provides visibility into job progress, staff capacity, and client records, supporting company secretaries, compliance officers, firm managers, and other professional services teams with structured practice management and corporate compliance workflows.
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