InfoDocs Product Updates

InfoDocs Product Updates

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June 2026

File Beneficial Ownership with your own customer code

This gives you full control over your submissions while avoiding the CIPC website and keeping everything managed in InfoDocs. You can also use your own customer code for Annual Returns, Address Changes, Financial Year Changes, Document Requests, and Member Changes.

Complete your Annual Return faster
Tired of entering the same company information every year?When filing your Annual Return, InfoDocs automatically pre-fills information from your last Annual Return filed on the platform. Simply review the details, make any updates if needed, and submit your filing - no more wasted time!

Complete your Annual Return faster

Tired of entering the same company information every year?
When filing your Annual Return, InfoDocs automatically pre-fills information from your last Annual Return filed on the platform. Simply review the details, make any updates if needed, and submit your filing - no more wasted time!

File Beneficial Ownership with your own customer code
This gives you full control over your submissions while avoiding the CIPC website and keeping everything managed in InfoDocs. You can also use your own customer code for Annual Returns, Address Changes, Financial Year Changes, Document Requests, and Member Changes.

Product Improvements

Product Improvements

  • Shareholder holdings are now grouped together, making it easier to view all share classes and holdings linked to the same shareholder at a glance.

  • Share class creation dates can now be edited, giving users more flexibility when correcting or updating share class information.

  • Users can now select multiple interest types on the Beneficial Ownership form, in line with what CIPC allows.

  • The Beneficial Ownership filing workflow has been updated to make it clearer which documents are required.

May 2026

Managing Your Portfolio Just Got Easier 🚀
Managing multiple companies is easier when everything is visible in one place. With the new Portfolio page, you can now see your entire company portfolio at a glance, including your total companies, overall compliance rate, annual returns due, and companies that need attention.
Filter your portfolio, prioritise what matters most, and quickly identify where action is needed without opening each company individually. Whether you're managing a group of companies, overseeing compliance for clients, or simply want a clearer view of your portfolio, the new Portfolio page helps you stay organised and in control.

Managing Your Portfolio Just Got Easier 🚀
Managing multiple companies is easier when everything is visible in one place. With the new Portfolio page, you can now see your entire company portfolio at a glance, including your total companies, overall compliance rate, annual returns due, and companies that need attention. Filter your portfolio, prioritise what matters most, and quickly identify where action is needed without opening each company individually. Whether you're managing a group of companies, overseeing compliance for clients, or simply want a clearer view of your portfolio, the new Portfolio page helps you stay organised and in control.

A smarter way to verify director contact details

When filing Director Changes through InfoDocs, you can compare the director contact details you've captured against CIPC records before submission. If we detect any differences, we'll flag them so you can correct them before filing, helping you avoid OTP issues, submission errors, and unnecessary rejections. For firms processing multiple director changes, even small mistakes can create significant delays.
This new validation step helps you submit with greater confidence, reduces compliance friction, and makes the filing process faster and smoother from start to finish.

A smarter way to verify director contact details
When filing Director Changes through InfoDocs, you can compare the director contact details you've captured against CIPC records before submission. If we detect any differences, we'll flag them so you can correct them before filing, helping you avoid OTP issues, submission errors, and unnecessary rejections. For firms processing multiple director changes, even small mistakes can create significant delays.This new validation step helps you submit with greater confidence, reduces compliance friction, and makes the filing process faster and smoother from start to finish.

Product Improvements

Product Improvements

  • You can allot shares directly from an existing shareholder's profile, making it quicker to update shareholdings without needing to navigate through the Share Classes page.

  • Automatic notifications are sent when your customer code password is invalid, letting you know to update your credentials and avoid unnecessary delays when filing transactions.

April 2026

Avoid Costly Errors in Beneficial Ownership Submissions
We’ve made beneficial ownership forms clearer by improving guidance around interest types and shareholding dates, helping users understand what is required and avoid mistakes during filings.

Avoid Costly Errors in Beneficial Ownership Submissions
We’ve made beneficial ownership forms clearer by improving guidance around interest types and shareholding dates, helping users understand what is required and avoid mistakes during filings.

Supporting Documents for Director Deceasements

Director deceasement filings are now easier to complete, with the compliant mandate document generated as part of the process. This means there’s less for you to do manually, while helping ensure the correct supporting documentation is included and reducing the risk of delays or rejections.

Supporting Documents for Director Deceasements
Director deceasement filings are now easier to complete, with the compliant mandate document generated as part of the process. This means there’s less for you to do manually, while helping ensure the correct supporting documentation is included and reducing the risk of delays or rejections.

Add Companies Quicker and More Accurately

When adding a company to InfoDocs, you can now search and select director names as you type. This speeds up data capture, reduces manual entry, and helps improve accuracy from the start.

Add Companies Quicker and More Accurately
When adding a company to InfoDocs, you can now search and select director names as you type. This speeds up data capture, reduces manual entry, and helps improve accuracy from the start.

March 2026

File Your BO and AR in One Seamless Flow

After submitting your Beneficial Ownership filing, you can now immediately proceed to file your Annual Return, all within the same workflow and no interruptions. Your Annual Return will be queued and automatically submitted once your Beneficial Ownership is approved.

Everything Shareholders, In One Place
We're simplified your shareholders view into a single tab, removing the need to jump between sections to complete related tasks. It’s a simpler, more intuitive way to manage shareholder information from start to finish.

Everything Shareholders, In One Place

We're simplified your shareholders view into a single tab, removing the need to jump between sections to complete related tasks. It’s a simpler, more intuitive way to manage shareholder information from start to finish.

File Your BO and AR in One Seamless Flow
After submitting your Beneficial Ownership filing, you can now immediately proceed to file your Annual Return, all within the same workflow and no interruptions. Your Annual Return will be queued and automatically submitted once your Beneficial Ownership is approved.

Never Miss A Registration Deadline Again

Google Calendar Reminders for Company Registrations means nothing slips through the cracks.
After completing a company registration, you can add a pre-filled Google Calendar reminder directly from the success page.The event is automatically set for 10 days after lodgement and includes the submission details you need. This ensures required documents are submitted on time, without relying on manual reminders.

Never Miss A Registration Deadline Again
Google Calendar Reminders for Company Registrations means nothing slips through the cracks.After completing a company registration, you can add a pre-filled Google Calendar reminder directly from the success page.The event is automatically set for 10 days after lodgement and includes the submission details you need. This ensures required documents are submitted on time, without relying on manual reminders.

Never Miss A Registration Deadline Again

Google Calendar Reminders for Company Registrations means nothing slips through the cracks.
After completing a company registration, you can add a pre-filled Google Calendar reminder directly from the success page.The event is automatically set for 10 days after lodgement and includes the submission details you need. This ensures required documents are submitted on time, without relying on manual reminders.

Product Improvements

Product Improvements

  • We’ve resolved several bugs in the ‘Add Company’ workflow, including billing options, form requirements, company type matching, and improved in-flow clarity.

  • Invitations now include automatic reminders. If an invited user hasn’t accepted, we’ll remind them with an email.

  • Company information such as names and addresses will now update automatically as changes occur.

🔒Tiered Verification Access to Private Information

We’ve recently improved our security by adding an additional ID verification step to help protect private company and personal information. It will appear only when someone tries to add or edit private details. For example when adding shareholders or claiming director access.

How this works? Upload an ID → you’ll be set to Level 2.
Verified directors who match company records → get instant add access.

February 2026

Less Guessing, More Prioritising
🇿🇦 🏴󠁧󠁢󠁥󠁮󠁧󠁿 🇸🇨 🇸🇸 🇿🇼 🇩🇰 🇫🇷 🇦🇺

Directors citizenship flags allow you to spot foreign directors and prioritise what needs attention first.
We’ve added country flags to director profiles to indicate foreign directors. If a director isn’t South African, InfoDocs shows the CIPC Foreigner Assurance status: Required / Complete / N/A, so you know straight away where extra verification or filing is needed. This results in less manual checking, quicker action and fewer surprises at filing time.

Cut Your Admin, Merge Your Certificates

Share Certificate Consolidation keeps your share register clean and easy to manage, without the manual workarounds.
You can now merge multiple active share certificates held by the same shareholder (within the same share class) into one consolidated certificate. InfoDocs generates the new certificate and updates the share register automatically. The result is neater registers, fewer reconciliation headaches, faster, more accurate filings and saving hours across a busy portfolio.

Cut Your Admin, Merge Your Certificates

Share Certificate Consolidation keeps your share register clean and easy to manage, without the manual workarounds.
You can now merge multiple active share certificates held by the same shareholder (within the same share class) into one consolidated certificate. InfoDocs generates the new certificate and updates the share register automatically. The result is neater registers, fewer reconciliation headaches, faster, more accurate filings and saving hours across a busy portfolio.

Product Improvements
Company Amendments
The success message after company amendments has been improved to clearly show exactly what was updated. We have improved the company registration process to better support foreign directors.


Annual Filings

Annual Return reminders are now more reliable and statuses clearer, so you can keep your portfolio on track without the stress. 


Share Transactions

Foreign shareholders can now use international phone numbers and you can now manually enter a province for foreign share holders when adding their details.

Officer Appointments
Subscription users can now use their own CIPC Customer Code for Member Changes.

January 2026

CIPC Customer Codes

Filing with your own CIPC customer code is finally here!
Our most requested feature is finally live! With InfoDocs, you can now file Annual Returns (FAS), Address Changes, Financial Year Changes and more using your own CIPC customer code. At checkout you can now choose how to pay: select your CIPC customer code (we’ll show its available balance and apply it when funds are sufficient), or pay via card. This way, you can decide which transactions to link to your CIPC account and under your control.

CIPC Customer Codes

Filing with your own CIPC customer code is finally here!
Our most requested feature is finally live! With InfoDocs, you can now file Annual Returns (FAS), Address Changes, Financial Year Changes and more using your own CIPC customer code.
At checkout you can now choose how to pay: select your CIPC customer code (we’ll show its available balance and apply it when funds are sufficient), or pay via card. This way, you can decide which transactions to link to your CIPC account and under your control.

Product Improvements

Annual Returns and Beneficial Ownership Filings
We've updated the Beneficial Ownership (BO) form to prevent owner details from carrying over incorrectly and expanded foreign location options. 


Director and Member Changes 

When resigning a member or director and appointing their replacement, this can be done all in one transaction. 


Share Transactions

We’ve improved the BO register to support further compliance requirements and updated a button under the Share Classes tab to “Allot New Shares” to better reflect its purpose

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February 2026

Less Guessing, More Prioritising
🇿🇦 🏴󠁧󠁢󠁥󠁮󠁧󠁿 🇸🇨 🇸🇸 🇿🇼 🇩🇰 🇫🇷 🇦🇺
Directors citizenship flags allow you to spot foreign directors and prioritise what needs attention first.We’ve added country flags to director profiles to indicate foreign directors. If a director isn’t South African, InfoDocs shows the CIPC Foreigner Assurance status: Required / Complete / N/A, so you know straight away where extra verification or filing is needed. This results in less manual checking, quicker action and fewer surprises at filing time.

Cut Your Admin, Merge Your Certificates
Share Certificate Consolidation keeps your share register clean and easy to manage, without the manual workarounds.You can now merge multiple active share certificates held by the same shareholder (within the same share class) into one consolidated certificate. InfoDocs generates the new certificate and updates the share register automatically. The result is neater registers, fewer reconciliation headaches, faster, more accurate filings and saving hours across a busy portfolio.

Product Improvements
Company Amendments
The success message after company amendments has been improved to clearly show exactly what was updated. We have improved the company registration process to better support foreign directors.


Annual Filings

Annual Return reminders are now more reliable and statuses clearer, so you can keep your portfolio on track without the stress. 


Share Transactions

Foreign shareholders can now use international phone numbers and you can now manually enter a province for foreign share holders when adding their details.

Officer Appointments
Subscription users can now use their own CIPC Customer Code for Member Changes.