For advisory folks, how do you guys integrate corporate compliance filings into your systems? Or do you just outsource that part of the business?

We handle a lot of our client’s compliance filings (e.g., annual reports, foreign qualifications, good standings, etc.) on excel and I’m curious if you guys use a specific software to track this stuff or if you mostly outsource this work to third parties (i believe there is third parties that do this?). 

Small firm so not sure if other small firms have similar experiences / advice here. I really appreciate it.