How We Helped SimpleBooks Serve 100,000+ Businesses with a Digital Company Secretary Platform

In the fast-evolving world of business services, scale without digital infrastructure is a recipe for bottlenecks. Simple Books which is Sri Lanka’s leading company registration and bookkeeping provider was on the brink of this challenge. With over 100,000 registered clients and thousands more onboarding each year, their legacy operations were slowing down their ability to deliver consistent, high-quality service.

That’s when they reached out to Product Tavern.

Understanding the Challenge 

SimpleBooks had built their success on great service, but their backend was struggling to keep up. Teams were juggling spreadsheets, emails, physical files, and disconnected CRMs to manage compliance tasks such as company incorporation, annual returns, shareholder changes, and payroll filings.

There was no central system. No transparency. No visibility for clients.

We asked: How do we turn this into a seamless, scalable digital experience—without disrupting operations?

Our Approach

We began with a product discovery sprint. Working closely with SimpleBooks’ operations, compliance, and customer teams, we mapped every workflow and friction point.

Our goal was clear: create a centralized platform that automates company secretarial workflows, while giving clients visibility and peace of mind.

We co-designed the platform around:

• User Dashboard - Clients could now see their document status, receive alerts, upload missing items, and track annual returns in real time.

• Staff Console - SimpleBooks’ legal, accounting, and support teams could coordinate filings, assign workflows, and collaborate across departments.

• Automated Reminders - No more missed filings. The system triggered reminders based on due dates, renewals, and client-specific timelines.

• Document Vault - All company forms, resolutions, certificates, and memos were auto-generated and stored securely.

The Tech Stack

We selected a future-ready stack:

• Frontend - React + Tailwind for dynamic UX

• Backend - Firebase with serverless functions for scale

• Integrations - Stripe for payments, custom API for regulatory filings

The Outcome

In under 12 weeks, we launched the first version of the SimpleBooks dashboard. Within 6 months:

• Over 25,000 customers were onboarded to the new system

• Customer support volume dropped by 38%

• Internal workflow efficiency improved by 60%

SimpleBooks is now rolling out the platform across multiple markets with plans to offer SaaS-based company registration for international startups.

"Product Tavern didn’t just build a dashboard, they helped us reimagine the way we deliver services. It’s a new chapter for our company." – Aabith Sabeer, CEO, SimpleBooks