For Corporate Service Providers

Software for corporate service providers

Administer companies at scale—statutory deadlines, share registers, KYC/AML and ongoing filings—with structured workflows and a complete record for every entity.

Corporate administrator filing with the statutory filings board (photo and illustration)

Administer every entity with confidence

Corporate administration means many entities, recurring statutory work and strict compliance. ZenWorkflow keeps it organised, evidenced and on time.

A complete record per entity

Hold directors, shareholders, company history and documents against each client company in one place.

Share registers and ownership

Maintain capital structure, share transfers, splits and redemptions with a clear ownership history.

KYC/AML for every onboarding

Run screening and risk assessments and keep a defensible compliance trail across your portfolio.

Recurring statutory deadlines

Track annual returns and filings as workflows so nothing is missed across hundreds of entities.

Administrator working through a company register, with the share capital card (photo and illustration)

Share registers and company history, maintained

Keep each company’s directors, shareholders and capital structure up to date, with share transfers, splits and redemptions recorded so ownership history is always clear and ready for filings.

Annual return filings across entities (illustration)

Statutory work that never slips

Run KYC/AML at onboarding and drive recurring statutory filings through workflows with due dates, so compliance and deadlines are covered across every entity you administer.

Recurring payroll fee ready to Bill Workflow (illustration)

Recurring fees, billed without the admin

Turn recurring administration and statutory work into invoices across your whole portfolio, with estimates, credit notes and a clear view of what is billed and outstanding.

Team planning statutory deadlines at a wall planner, with the annual return deadlines card (photo and illustration)

Track statutory deadlines across the portfolio

Run annual returns and statutory filings as deadline-driven workflows across every entity, so you can see what is due, what is in progress and what is filed at a glance—however large the portfolio.

Everything a corporate service provider needs

Entity records, share registers, KYC/AML, workflows and billing in one place. Explore the full feature set.

Workflows & templates

Standardise and automate every recurring engagement with reusable templates.

Client management

Contacts, directors, shareholders, company history and documents in one record.

Time tracking

Capture billable hours against clients, services and jobs with approvals.

Billing & invoicing

Turn time and fees into invoices, estimates and credit notes in seconds.

AML/KYC compliance

PEP and sanctions screening, risk assessments and full audit trails.

Leave management

Requests, approvals, balances and a shared team leave calendar.

How it works

Up and running in three simple steps

No long onboarding. Bring your practice into ZenWorkflow and start working the same day.

1

Import your data

Bring your clients, contacts and company data across from spreadsheets or your old system in minutes.

2

Build your workflows

Turn your services into reusable templates, assign your team, and let deadlines and recurring work run automatically.

3

Track time & get paid

Log billable hours against every job, convert them into invoices in one click, and see what's billed and outstanding.

Corporate service providers — frequently asked questions

Common questions from CSPs and company administrators evaluating ZenWorkflow.

Yes. Record capital structure, share transfers, splits and redemptions, with a clear ownership history for each company.

Yes. Run screening and risk assessments and keep a defensible compliance trail across your whole portfolio.

Yes. Manage annual returns and filings as deadline-driven workflows so nothing is missed at scale.

Yes. Directors, shareholders, company history, documents and custom fields all live against the entity record.

Yes. Convert recurring and fixed-fee work into invoices across your portfolio, with estimates and credit notes.

Yes. Each entity has its own record and workflows, and deadline-driven filings keep statutory work on schedule at scale.

Yes. Share secure access via magic links so entity contacts can provide documents and information directly.

Yes. Document expiry and review dates are tracked so KYC/AML monitoring never slips across the portfolio.

Yes. Import companies, contacts and ownership data from spreadsheets or your current system to get started quickly.

Administer companies at scale

See how corporate service providers keep every entity compliant, current and on time.

No credit card required. Free 14-day trial.