Knowledgebase for ACE

• Quickstart
• Firm Account
• Cosec Account
• Director Account
• What is ACE?
• User Accounts
• User Types
• Creating An Account
• Activating An Account
• Edit Your Profile
• Member Login
• Assigning Slots by Firm
• Assigning Members by Cosec
• Subscription Packages
• Templates
• Tasks
• Inbox
• Contacting Us

• How to do e-KYC and AML/PEP Screening on ACE
• Transfer Shares & Generate Share Certificate in 1 Minute
• How to Register Members & Create Share Allotment
• Add & Replace Auditors Online in Minutes
• List All Your Clients in 60 Seconds? EzOpt Makes It Possible...
• Link Existing Files Without Reuploading
• Acquire Clients Instantly in EzOpt
• Import People Into the Library
• Instant Access to MYDATA SSM Products
• ACE Storeroom – Organize Client Files Like a Pro

• Cosec User Overview
• Assistants
• Creating An Assistant
• Assign Assistant to a Client
• Change or Remove Assistant to a Client
• Clients
• Add New Client
• Edit Client
• Assigning New Clients Task to Assistant
• Library
• People
• Entities
• Auditors
• Client Menu
• Overview
• Client Information
• Register of Members
• How To Register An Individual
• How To Register An Entity
• Register A Client as Member
• Shares Type
• Shares Transaction
• Shares Allotment
• Dividend Voucher
• Generate Register
• Register of Substantial Shareholdings
• Register of Beneficial Owners
• Register of Directors
• Register of Managers
• Register of Charges
• Storeroom
• Auditors
• Templates
• Editing Templates
• Applying Templates For A Client

• Firm Account Overview
• Subscription
• Register A New Cosec
• Renewal
• Cosec
• Clients
• Business Plan
• Create A New Business Plan
• Edit Business Plans Details
• Categories: Overview
• Category Management
• Templates
• Tasks

• Assistant Overview
• On-boarding New Clients Tasks

• Using Tags In the Template

• e-KYC in ACE
• Pricing
• Purchasing e-KYC
• Sample Reports

• BizMod Overview
• Register
• Subscriptions
• Businesses
• Adding a business
• Cosec
• Storeroom
• Customers
• Tasks
• e-Invoice List
• FIUU Account
• Settings

• Gamification Overview
• Missions

• Firm
• Subscribe to e-Invoice
• Issue e-Invoice without FIUU Account
• Issue e-Invoice with FIUU Account
• BizMod
• Subscribe to e-Invoice
• Issue e-Invoice without FIUU Account
• Issue e-Invoice with FIUU Account
• Director
• Subscribe to e-Invoice
• Invoice Admin
• Issue e-Invoice without FIUU Account
• Issue e-Invoice with FIUU Account

• EzOpt Overview
• Browsing the EzOpt Marketplace
• Listing Client for Sale
• Listing a Single Client for Sale
• Listing Multiple Clients for Sale
• Acquiring Client from the EzOpt Marketplace
• EzOpt Cart for Multiple Clients
• Instant Acquisition for Single Client
• Client Transfer Process

• About MyData SSM
• Steps

• Submit New Company Details
• Firm: Receiving Submission & Assigning Incorporation Tas...
• Cosec: Accepting Incorporation Assignment