Overview

Keeping company and director records accurate and up to date is essential for efficient company administration and successful submissions to the Companies and Intellectual Property Commission (CIPC). However, manually capturing company information, verifying director contact details and processing director changes can be time-consuming and may result in errors, delays and rejected submissions. 

This webinar highlights the importance of maintaining accurate company and director records and demonstrates how accounting practitioners can simplify these processes using InfoDocs. Attendees will learn how to onboard client companies efficiently, verify director contact details before submissions and update director information using the Notice of Change of Directors (CoR39) upload functionality. 

Join Cassidy Kroon and Lauren Carthy on the 20th of November 2026 from 10h00 to 11h00 as they demonstrate practical ways to manage company and director records through InfoDocs, helping practitioners reduce administrative work, improve the accuracy of CIPC submissions and save valuable time when managing client compliance. 

Learning objectives

Attending this webinar will equip you with the following skills:  

• The attendee will know how to onboard client companies efficiently using company upload, CIPC searches and manual company additions. 
• The attendee will understand how to maintain accurate director records and contact details, including email addresses, mobile numbers and identification numbers. 
• The attendee will know how to perform contact verification checks and identify errors before submitting director changes to the CIPC. 
• The attendee will understand how to update director information efficiently using the CoR39 upload functionality. 
• The attendee will understand how to streamline company onboarding and director changes using InfoDocs, saving time and reducing administrative errors. 

Content

The webinar will cover the following topics:   

• Introduction

  • Presenter introductions: product ownership and submissions operations at InfoDocs
  • Session overview: company onboarding, contact verification and director record updates
  • Why current company and director information matters when transacting with the CIPC
• Company onboarding
  • Adding a client company: CIPC company search by company name or registration number, director search and manual add
  • How to onboard a company through the Memorandum of Incorporation (CoR15.1A): company details and directors pulled onto the company dashboard
• Contact verification
  • Director contact details: email address, mobile number and ID number
  • Pre-submission contact verification checks
  • Common causes of CIPC submission failures: mismatched or outdated contact details
  • Fixing errors before filing a director change
• Director record updates
  • The Notice of Change of Directors (COR39) issued by the CIPC
  • Uploading a COR39 to update director information
  • Updating director records on the company dashboard
  • Keeping director records in line with the CIPC register

Obtaining your CPD certificate

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

About the presenter

Helene Mathee 

Helene Mathee is an Account Manager at InfoDocs, where she works closely with accounting professionals and company secretaries to help them manage their secretarial and compliance responsibilities. 

Before joining InfoDocs, Helene managed company secretarial work for her own clients, giving her first-hand experience of the day-to-day challenges professionals face when managing company records and CIPC compliance. She brings this practical experience to her role at InfoDocs, helping customers manage their compliance work with confidence. 

Who should attend?

The following persons will benefit from attending this webinar: 

• Registered auditors
• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA
• Independent reviewers
• Trainee accountants

Price

• R 0.00 - This webinar is free

Steps to register for the event:

If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.  

Additional material

By attending this webinar you will be provided with: 

• A summarised slide presentation. 
• Reference documents and/or course material where available. 
• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programmes are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training programme that elevates your team's capabilities and aligns with your organisational goals.  

Contact us

Have any questions or need any assistance? Contact us today!   

• Online chat through our website
• WhatsApp: Start chatting (+27635026114)   
• Phone: 010 593 0466   
• E-mail: ticket@accountingacademy.co.za