# InfoDocs Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InfoDocs the right Company Secretarial solution for you? Explore 29 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200964/InfoDocs/reviews --- InfoDocs 4.4 (29) [View alternatives](https://www.capterra.com/p/200964/InfoDocs/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of InfoDocs Ease of use 4.6 Customer Service 4.9 ## Pros and Cons in Reviews NN Ncumisa N Managing DirectorAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “We like the reminder emails for annual returns and company alerts. And we love the online customer support, nothing is too much hassle!“ November 4, 2020 TS Trudie S Statutory Clerk Accounting, 201 - 500 employeesUsed the software for: Less than 6 months. “Infodocs as a program is user-friendly and has all the documents centralized, making amendments quick and easy.“ March 19, 2021 ## Showing most helpful reviews Showing 1-25 of 29 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Christie H. Secretarial Administrator Financial Services Used the software for: Less than 6 months ### "InfoDocs is the Xero of Secretarial" February 27, 2020 4.0 Excellent value adds in terms of creating accurate and cloud-based secretarial records. A great solution for the size of our firm that doesn't require such detail accuracy. Pros Quick onboarding of all our clients with no manual capturing of information. There are relevant developments to the pain points that are present in the industry. Cons That there is still limited integration between CIPC & Infodocs. Reason for choosing InfoDocs Input data automatically populated from CIPC - Onboarding Quicker Great user friendliness, client facing possible - Scalable. Supporting documents automatically populated Annual returns dashboard, easily visible, with email notifications & reminders Solid backbone ITO Companies Act compliance requirements Willing to develop custom functionality for the sec department. - Scalable Time saver on highest frequency job with customizable notifications (Annual Returns) Improved accuracy & continuity (Shares & Resolutions) Review Source Response from InfoDocs March 2, 2020 Thank you for the awesome review, Christie! We truly aspire to be the Xero of Company Secretarial and are thrilled to be servicing OutsourcedCFO :-) AB Andre B. Director Legal Services Used the software for: Less than 6 months ### "Simplified and impactful solution. " February 27, 2020 4.0 They are a forward-thinking development team who have developed something that is relevant in its time and market. They provide an affordable software solution that competes better than most other products out there, simply because they have simplified and kept things basic. There is no limitation on what you pay for. It gives you every tool you need to prove the results you need. Pros Infodocs is a progressive cloud-based software that aims to be ahead of the secretarial software market. It has simplified our processing and storage of compliance certificates whilst allowing its users to view the status of their company affairs from anywhere. The development team is open to suggestions and has never been closed off to features that can benefit its users. It is a solid and most importantly affordable solution when compared to its competitors in the market. Cons At this time there are only 2 features that we are expecting in future updates, which will improve our experience. These are to be able to create subfolders in the existing document storage and secondly to allow the external user management on the account whereby we can control their access and usability more precisely. Alternatives considered [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)[EntityKeeper](https://www.capterra.com/p/191810/EntityKeeper/) Reason for choosing InfoDocs It has all the features we need and has a forward-thinking development team that are not closed to thinking outside the box. They listen to their customer's needs and accommodate where they can. Affordable, straight forward, accessible and going places. Review Source Response from InfoDocs March 2, 2020 Thank you for the honest and insightful review, Andre! We are certainly working on improving our document storage and user management features, and appreciate your feedback very much! aH alexia H. Director Real Estate Used the software for: Less than 6 months ### "Nice idea but customer service and implementation need significant improvement" October 2, 2024 2.0 Software is a good idea but unfortunately it is not backed up by good customer service and attention to detail with service offering aligning to CIPC requirement is not up to par. Pros Nice to have a easy to access summary of CIPC information. Cons Severe lack of customer support. No way of speaking to humans. No accountability for resolving issues and no means of escalating customer service issues despite paying s monthly subscription. Bugs in the system that mean CIPC transactions fail. Bugs in the system that cause duplication of emails when making CIPC transactions Significant limitations for beneficial ownership returns functionality making the service unusable where shareholders are trusts and beneficial ownership types extend behind simple shareholder CIPC documents generated via the platform not automatically saved. Documents generated e.g. resolutions etc are not prepopulated with entity details. Review Source ES Eitan S. Founder & Director Legal Services Used the software for: 6-12 months ### "Powerful tool for business owners and professionals" March 2, 2020 5.0 InfoDocs is an extremely powerful tool for managing company secretarial requirements. Its simplicity and ease-of-use make it both an effective solution for professionals as well as a viable alternative for business owners who want to manage their own company records. Pros The company and director search is amazing - it gives us instant access to all the registered information on CIPC and allows us to validate client information quickly and efficiently. Cons Access to reliable shareholder information would be great, however, CIPC don't currently record this information. Alternatives considered [GreatSoft Practice Management Software](https://www.capterra.com/p/168411/GreatSoft-Secretarial/) Reason for choosing InfoDocs InfoDocs was the easiest and most integrated solution. Review Source Response from InfoDocs March 3, 2020 Thank you for the stellar review, Eitan! We have been a big fan of Legalese for a long time now and are thrilled to be providing you with the tools to redesign legal services :-) JR JACO R. Director Accounting Used the software for: Less than 6 months ### "Creative CFO Review" March 2, 2020 5.0 We truly enjoy working with the InfoDocs team, and we are looking forward to the road ahead. Pros We loved the integrations with CIPC to reduce the duplications of work administratively. The user interface is great and the support team really went the extra mile in creating a customised checklist questionnaire for our clients in understandable language. Cons Least is some of the resolution templates, as they do not comply with all Companies Act requirements. Alternatives considered [GreatSoft Practice Management Software](https://www.capterra.com/p/168411/GreatSoft-Secretarial/) Reason for choosing InfoDocs We decided to support local-based products in South -Africa, and the functionality with the CIPC integration really interested us. Review Source Response from InfoDocs March 3, 2020 Thank you for the informative review, Jaco! We love working with Creative CFO - especially on the more complex legal requirements. Our templates are constantly being refined and improved to meet the highest standards while remaining simple and easy-to-understand. NN Ncumisa N. Managing Director Accounting Used the software for: 1-2 years ### "Simple solution with super support" November 4, 2020 5.0 InfoDocs has provided us with a simpler solution to manage and maintain our client's statutory document history and details in one place. The system reminders have made us look more attractive to our customers and the online support received from the staff is on point. Pros We like that it keeps all our client's statutory documents and details in one place. We like the reminder emails for annual returns and company alerts. And we love the online customer support, nothing is too much hassle! Cons It would be nice to pull detailed reports for all clients on our profile and also to see a log of who did what, when, but I believe these are already in the pipeline! Alternatives considered [GreatSoft Practice Management Software](https://www.capterra.com/p/168411/GreatSoft-Secretarial/) Review Source Response from InfoDocs March 29, 2021 Thank you so much for the great review Ncumisa! We strive towards being the best company secretarial service provider and your insightful feedback helps us to reach our goals! In fact, you will be pleased to know that you can now export detailed reports on InfoDocs simply go to Export Reports in the top right corner of your portfolio. You can select the option to download a detailed report of your Company Profiles, Director Profiles, and Shareholder Profiles. KF Kyle F. Commercial Lawyer Law Practice Used the software for: 6-12 months ### "Great company secretarial solution" March 2, 2020 5.0 Pros I was very pleasantly surprised to see that all companies that I searched for had more information available than is on the standard CIPC website search. The UI is very intuitive, and seems to predict what you're going to need right as you need it. What is also useful is that I can advise my client companies that their documents are due, and that information comes through in a very helpful email at regular intervals. Cons There are no issues. I really get a lot of use out of this software. Review Source Response from InfoDocs March 3, 2020 Thank you so much for the awesome review, Kyle! We love working with lawyers such as yourself and are thrilled to be working with Legalese. You guys rock :-) AP Andre P. Financial Director Financial Services Used the software for: 6-12 months ### "Secretarial duties a breeze!" February 27, 2020 5.0 Personal and friendly service. Definitely cost effective. Software is constantly being updated with new features. Pros InfoDocs is easy to use, with little to no training required. With it's browser-based software it allows you to log into your secure portal and manage your clients' secretarial work from anywhere and on any device. This is the only software I could find that's capable of connecting directly to the CIPC database and import a company's details, reducing your workload significantly. InfoDocs provides you with an all in one solution for all your clients' secretarial work and with their innovative email reminders you will never miss a deadline. Cons InfoDocs is the best company secretarial software and there is nothing about it that I don't like. Review Source Response from InfoDocs March 2, 2020 Thank you for your charming review, Andre! We do our best to offer a simple and easy-to-use solution that makes secretarial duties a breeze :-) TS Trudie S. Statutory Clerk Accounting Used the software for: Less than 6 months ### "Excellent customer support, good software " March 19, 2021 4.0 Infodocs centralizes most documents in a transaction, like share certificates and resolutions while working on a transaction. This feature is truly time-saving and comfortable. Infodocs is easy to work with, all the documents needed are available on the company profile, and the customer service is extraordinary! Pros Infodocs as a program is user-friendly and has all the documents centralized, making amendments quick and easy. The customer support and after-care service is amazing! The Infodocs team is ready to help with any query, their response is super fast, making it a pleasure working with them. Cons Not all of the information that has been imported is stored, ex. contact information of e-mail address Review Source Response from InfoDocs March 29, 2021 Thank you for the amazing review, Trudie! We are grateful that you entrust us to provide you with the best company secretarial services possible! We strive for improvement every day and your feedback is much appreciated. EJ Ernst J. Accounting tax and reporting manager Renewables & Environment Used the software for: 1-2 years ### "Still going strong" August 12, 2021 4.0 Pros Easy of access to various information. Great support. Cons When logging in the dashboard only shows 10 entities. Would like to have the default to 50. Still issues with syncing changes that have been made at CIPC. Review Source CK Cheri K. Statutory Clerk Accounting Used the software for: 6-12 months ### "InfoDocs Client" October 30, 2020 5.0 Pros The fact that it captures the amendments and alert you, wow The supporting documentation is accurate and very professional that comes with the software. The ability to work faster on capturing is a HUGE plus point. The team behind the scenes, with their willingness to support and answer any request - astounding Cons At the moment I have not experienced any Cons. Review Source ZPH Zelda Patricia H. Director Venture Capital & Private Equity Used the software for: I used a free trial ### "Superbly Smooth and Easy" February 27, 2020 4.0 Being able to access anywhere on internet. The speed with which I can set-up a company and prepare the Registers Pros Cheap, User Friendly and no Training required. The automatic population of field from information from CIPC, eliminating retyping. That I have the Register available with one click and that it is professionally presented. Cons 1\. I would have like an electronic signature function for instance if I, corporate administrator of the company could immediately "sign" the document as true and correct before forwarding it to the client. 2. Would like to have the Members Share Account included in the full set of Registers 3. Should I ever need to stop serving a client on Infodocs I would have liked to be able to download the information in excel to hand to the client in a "workable" format which with they can continue. Reason for choosing InfoDocs This little capital outlay and the immediateness with which I could start and that no training was required. Review Source Response from InfoDocs March 3, 2020 Thank you for the fantastic review, Patricia! We are so glad you enjoy using InfoDocs and will be certain to contact you regarding your suggestions :-) CR Cerize R. Head of Legal Legal Services Used the software for: 6-12 months ### "Awesome online leading secretarial program" March 2, 2020 5.0 Great and interactive quality of service received so far Pros Info Docs links directly with CIPC eliminating the time of having to manually insert information already captured by CIPC. Cons Pertains to CIPC Compliance Checklist and our Company use of Gmail accounts. Requires the user to ensure that all emails are read as they could come through as one email instead of five separate emails (for example.) Review Source Response from InfoDocs March 4, 2020 Thank you for the complimentary review, Cerize! It's no secret we are a big fan of your work (especially pertaining to the aforementioned checklist). So thank you for being such an engaged partner and contributor to InfoDocs - we sincerely appreciate it! :-) JD Jackie D. BOOKKEEPER Accounting Used the software for: Less than 6 months ### "Review BVSA PE" March 23, 2021 5.0 Very good Pros Annual return submissions are easy, director changes and share certificates are simplified, registering a company is faster. Cons Not being able to transact on infodocs for CC's. Every transaction relating to CC's i have to do on CIPC . Review Source Response from InfoDocs March 29, 2021 Thank you for the kind review Jackie! We appreciate your support and we are grateful that you trust us to satisfy your company's secretarial needs. You will be happy to know that can now submit member changes on InfoDocs! Simply follow these steps: Dashboard --> Members --> Appoint Member --> Complete details --> Next --> Complete Appointment date --> Next --> Submit to CIPC --> Success! PM Peter M. Director Accounting Used the software for: Less than 6 months ### "Great Solution for Company Secretarial in the Cloud!" February 27, 2020 5.0 Really happy to have found Infodocs. Its helping streamline and provide oversight to our Cosec function. The team are great and always open to hearing feedback. Pros Share Registers, Share Certificates, Annual Return feature! Ability to view all clients on a dashboard. Export options on documents. Cons Its still young and so there are still some features that I'd love to see. I'd like it to be our CRM tool for our clients ideally. Reason for choosing InfoDocs Its a system not a spreadsheet. Review Source Response from InfoDocs March 2, 2020 Thank you for the great review, Peter! We really appreciate your feedback and love working with the Iridium team :-) HN Hugo N. SAp Analyst Computer Software Used the software for: Less than 6 months ### "Excellent Company Secretarial Software" February 28, 2020 5.0 Very user-friendly and very good support service on any issues Pros Excellent Company Secretarial Software build for our laws and extremely powerful and quick in pulling in data from CIPC and generating reports at a push of a button Cons Could not find anything yet I did not like Review Source Response from InfoDocs March 2, 2020 Thank you for the positive review, Hugo! We greatly appreciate your comments :-) LT Leanie T. Governance manager Insurance Used the software for: Less than 6 months ### "Feedback" March 24, 2021 3.0 Very good system, although some functions need to be incorporated for corporate businesses with variety of data and requirements on a huge scale. But the programmers are willing to incorporate all requirements as it develops. Pros The reports and the documents that can be used on Infodocs for Resolutions, certificates etc Cons The uncertainty in the total numbers as I'm working with huge variety of shareholders. Review Source Response from InfoDocs March 29, 2021 Thank you Leanie for the honest and insightful review. We are honored to be working with King Price Insurance and appreciate your business and patience. RP Robyn P. Financial Manager Financial Services Used the software for: 6-12 months ### "User friendly and excellent customer service" February 27, 2020 5.0 Great experience and whenever difficulties occur, \[SENSITIVE CONTENT HIDDEN\] is available to assist. Pros \[SENSITIVE CONTENT HIDDEN\] is available to assist almost 24/7. Software is extremely easy to use. Cons Sometimes the format of certain reports is not optimal. Review Source Response from InfoDocs March 2, 2020 Thank you for the kind review, Robyn! We have certainly learnt a lot working with the RMB Corvest team and look forward to enhancing our features to continue to meet your needs. MP Matthew P. Professional Deckhand Maritime Used the software for: 6-12 months ### "The Gap I Never Knew I Had Has Been Filled" March 6, 2020 5.0 User friendly. Graphically appealing. Practical & Functional. Cost-Saving. Pros It streamlines the administration I have to do for my business and allows me to focus more of my time and energy on improving the company and its brand as well as ensuring its continued growth. I feel more confident that my administration is continually in check now that I use InfoDocs. Cons Although the software provides many functionalities I think there is still an opportunity to expand the platform which would allow it to cater for a wider user base. The company is still in its relatively early stages, however, and I'm sure the aforementioned expansions will be added in due course. Review Source Response from InfoDocs March 9, 2020 Thank you for the awesome review, Matthew! We appreciate your business very much :-) NT Nehemiah T. Executive Producer Media Production Used the software for: I used a free trial ### "Best Services for SMEs" August 10, 2022 5.0 I am going to use this platform quite often for SME business use. Pros For now I just wanted a Shareholder's agreement and I got the best service. Cons I haven't done much on the platform but for now I am happy. Review Source Asa Walesa M. Business Development Director Construction Used the software for: Less than 6 months ### "Great Product!" February 27, 2020 5.0 This is a much needed solution and it simplifies the process. Pros Simplify the whole process of Company Administration Cons None. The solution is comprehensive and easy to use. Reason for choosing InfoDocs Fast use and adaptive. Review Source Response from InfoDocs March 2, 2020 Thank you for the positive review, Asa! We appreciate your unique insight and tenacity as a business owner who manages their own company administration :-) SW Suzanne W. Financial Manager Information Technology and Services Used the software for: 6-12 months ### "Excellent" March 1, 2020 5.0 Really good experience from the beginning. Great support and service. Highly recommended. Pros Excellent way to manage the corporate administration tasks and company secretarial requirements, including registers, share transactions, contact information, and numerous corporate documentation. Simple, easy, accessible, and all in one place - the way all software should be today Cons The fact that I didn't find out about it sooner Review Source Response from InfoDocs March 3, 2020 Thank you for the flattering review, Suzanne! It is our mission to accelerate entrepreneurship by providing businesses such as yours with the tools to manage company secretarial requirements. We are thrilled to hear you've had such a great experience :-) WF Werner F. Director Financial Services Used the software for: Less than 6 months ### "Review " February 27, 2020 5.0 Great experience and looking forward growing with the company and the software Pros Ease of use, practical and great layout. Refresh from CIPC and real information available indicating real data at CIPC. Cloud based Cons Changes not automatically integrating into CIPC. Personal preference settings and options for users and special features Reason for choosing InfoDocs Want to grow with new company willing to adopt to our needs Review Source Response from InfoDocs March 2, 2020 Thank you for your honest and helpful review, Werner! We greatly appreciate your business and insight as both a director and financial management professional. TV THULISILE V. COO Information Technology and Services Used the software for: 1-2 years ### "Easy way to manage company documents" March 2, 2020 5.0 IfoDocssends remind you when annual returns is due and that feature makes it easy to keep track. Pros Ability to store and share company documents with stakeholders in a secure way. Cons It would be great to be able to submit annual returns on InfoDocs. Review Source Response from InfoDocs March 4, 2020 Thank you for the kind review, Thuli! We love servicing business owners such as yourself and are pleased to inform you that you can in fact submit annual returns through InfoDocs! I will contact you to demonstrate how :-) MA Michael A. Admin Manager Hospitality Used the software for: 1-2 years ### "The place to file all your Information" March 10, 2020 5.0 Been great working with very dynamic young \[SENSITIVE CONTENT HIDDEN\] of business. Pros The fact that you can keep important documents for company in one place. Cons The folders are predetermined and one cannot make your own folders for organizing of documents. Reason for choosing InfoDocs Know the \[SENSITIVE CONTENT HIDDEN\] from lovely town of Port Alfred. Review Source Response from InfoDocs March 17, 2020 Thank you for your wonderful review, Michael! We truly appreciate your business and early support :-) Similar Products Featured