Knowledgebase for ACE ACE: General Info Quickstart Firm Account Director Account Cosec Account What is ACE? User Accounts User Types Creating An Account Activating An Account Edit Your Profile Subscription Packages Member Login Assigning Slots by Firm Assigning Members by Cosec Inbox Tasks Templates Contacting Us Read more Firm User Firm Account Overview Subscription Register A New Cosec Renewal Cosec Clients Memberships Create A New Membership Edit Membership Details Categories: Overview Category Management Templates Tasks Read more Cosec User 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 Register A Person Register An Entity Register A Client as Member Shares Type Shares Transaction Generate Register Dividend Voucher Shares Allotment Register of Substantial Shareholdings Register of Beneficial Owners Register of Directors Register of Managers Templates Read more Assistant Assistant Overview On-boarding New Clients Tasks Read more e-Invoice Firm Subscribe to e-Invoice Issue e-Invoice without FIUU Account Issue e-Invoice with FIUU Account Business Owner 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 Read more EzOpt 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 Instant Acquisition for Single Client EzOpt Cart for Multiple Clients Client Transfer Process Read more MyData About MyData SSM Steps Read more New Company Incorporation Submit New Company Details Firm: Receiving Submission & Assigning Incorporation Tas... Cosec: Accepting Incorporation Assignment Read more
