Com Sec Invoice · Company Secretary CRM · Com Sec Quotation · 公司秘書發票軟件

Company Secretary Invoice & CRM System Built for Hong Kong Com Sec & TCSP Firms

HKSS integrates professional invoice generation, client CRM, quotation management, and billing automation into one platform. Stop piecing together Word templates, spreadsheets, and scattered notes — manage every client relationship and billing cycle from a single system designed for Hong Kong company secretaries.

Com Sec Invoice Company Secretary CRM Com Sec Quotation 公司秘書發票軟件 公司秘書CRM系統
One-Click Free Trial!
1-second quick access, no registration required
Data is public, suitable for quick testing.
 
Free 14-Day Trial!
1-minute quick account and system creation (Tutorial)
Data is confidential, real data can be entered.
Invoice #INV-0041
Quotation Ready
CRM Follow-up ✓
6 document types
Client CRM built-in
Quotation → Invoice

What is a Company Secretary Invoice System?

A Company Secretary Invoice system is billing software built specifically for TCSP and company secretarial firms in Hong Kong. It generates professional, bilingual invoices, quotations, receipts, and service agreements pre-filled with client data — replacing fragmented Word templates and manual spreadsheets with a single, accurate workflow.

What is a Com Sec CRM System?

A Com Sec CRM (Customer Relationship Management) system helps company secretarial firms organise client interactions, track follow-up tasks, and schedule recurring service reminders. It links client communication history directly to company records, directors, and ongoing tasks — giving your team full visibility of every client relationship in one place.

The Com Sec Billing & CRM Challenge

Manual billing and scattered client notes create risk and waste time

Most Hong Kong company secretary firms still rely on Word templates for invoices, scattered notes and emails for client follow-ups, and calendar reminders for renewals. Every tool is disconnected, every update is manual — and things fall through the cracks.

Billing done in Word or Excel

Manual invoice templates mean inconsistent formatting, missing terms, and slow turnaround. One wrong copy-paste leads to billing errors and disputes.

No client follow-up system

Client emails, follow-up notes, and phone records scattered across tools. No single view of what was promised, what's pending, or who last replied.

Missed renewals and reminders

Annual return deadlines, licence renewals, and service review cycles fall through the cracks without automated reminders linked to client records.

All-in-one Com Sec Software

Everything your Company Secretary billing & CRM workflow needs

From the first quotation to the final receipt — and every client touchpoint in between — HKSS handles it all.

Professional Invoice Generation

Create polished, bilingual invoices pre-filled with client company name, address, and service items. Customise title, payment terms, and logo. Export to PDF instantly.

Quotation & Service Proposal

Generate professional quotations for company formation, annual return, and other secretarial services. Convert accepted quotations to invoices in one click — no re-entry needed.

Receipt & Credit Note

Issue payment receipts automatically linked to invoices. Generate credit notes for adjustments or cancellations. All documents carry matching reference numbers for easy reconciliation.

Engagement Agreement & Contract

Produce bilingual engagement letters and service contracts with customisable clauses, confidentiality terms, and payment conditions. Professional documents ready in seconds.

CRM Client Follow-up

Log every client interaction and set follow-up tasks with due dates. Assign tasks to team members, track completion status, and view full client history — all linked to company profiles.

Recurring Service Reminders

Set automated reminders for annual returns, licence renewals, and routine secretarial services. Never miss a follow-up or billing cycle again.

Document Types

6 professional document types, all in one system

Every billing document your company secretary practice needs — bilingual, customisable, and exportable to PDF.

Invoice
Quotation
Receipt
Credit Note
Agreement
Contract
How it Works

From client onboarding to recurring reminders in 4 steps

01

Set up client profile

Create a company or individual client record once. All company details, directors, and contact info are automatically available for document generation.

02

Generate quotation or invoice

Select services, set prices, and issue a professional quotation or invoice pre-filled with client data. Bilingual layout ready for Hong Kong and international clients.

03

Record payment & issue receipt

Mark the invoice as paid and generate a receipt automatically. Credit notes handle partial refunds or adjustments without manual rework.

04

Schedule follow-up & next task

Log the interaction in CRM, set a follow-up reminder, and assign the next task to a team member. Full client history stays visible throughout the relationship.

Company Secretary Invoice and CRM software interface

Billing & CRM built into your company secretarial system

Unlike standalone invoice apps, HKSS connects your billing directly to company records, task workflows, and AML/CDD compliance data. Client profiles, officer lists, and company details auto-fill every document — no switching between systems, no duplicate data entry.

Company formation billing Annual return invoicing Bilingual PDF documents Client task management Cloud document storage Multi-user team access
One-Click Free Trial!
1-second quick access, no registration required
Data is public, suitable for quick testing.
 
Free 14-Day Trial!
1-minute quick account and system creation (Tutorial)
Data is confidential, real data can be entered.
FAQ

Frequently asked questions about Com Sec Invoice & CRM software

A Company Secretary Invoice system is billing software purpose-built for TCSP and company secretarial firms. It generates professional invoices, quotations, receipts, and service agreements pre-filled with client and company data — eliminating manual document preparation and reducing billing errors.

A Com Sec CRM (Customer Relationship Management) system helps company secretarial firms manage client relationships, track follow-up tasks, record communication history, and set recurring service reminders — all linked to company and director records for full context.

Yes. HKSS supports a full quotation → invoice → receipt workflow. Once a quotation is accepted, you can convert it to an invoice in one click. After payment, a receipt is generated automatically with the same line items and client information.

HKSS generates six document types: Invoice, Quotation, Receipt, Credit Note, Engagement Agreement, and Service Contract. All documents can be customized with your firm's logo, bilingual content (English/Chinese), and standard service terms.

HKSS CRM lets you log every client interaction, set follow-up tasks with due dates, and receive reminder alerts for pending actions. Follow-up records are linked to company profiles and task workflows, so your team always knows the current status of each client relationship.

Ready to replace your Word invoices and scattered follow-up notes?

Join Hong Kong company secretaries who use HKSS to manage billing, client CRM, and compliance in one platform. Try it free — no credit card required.

One-Click Free Trial!
1-second quick access, no registration required
Data is public, suitable for quick testing.
 
Free 14-Day Trial!
1-minute quick account and system creation (Tutorial)
Data is confidential, real data can be entered.

See all features: Pricing  ·  TCSP AML & CDD  ·  FAQ