Does any of this sound like your Tuesday?
6 systems, built and tuned for accounting firms.
Year-end prep reminders
Tiered client-specific reminders at 60, 30, and 7 days. Each with a checklist drawn from last year's working papers.
Receipt & invoice filing
Clients forward receipts via email or WhatsApp. System categorises, posts to Xero or Sage, flags anomalies.
Monthly client check-ins
Drafted personal check-ins per client. Partner or senior approves, then sends.
SARS correspondence summaries
SARS letters parsed into plain-English action items, routed to the right accountant with the deadline attached.
Deadline tracking
VAT201, EMP201, IT14, provisional tax, CIPC annual return. Tracked against your actual client list.
Audit-trail helper
When an auditor or a client asks for a document, system surfaces it from the right folder in the right format.
For a 40-client accounting firm running the full pack.
We speak your stack.
Not listed? We integrate new tools on request, typically within two weeks.
Built to satisfy the regulators you already answer to.
Client financial records stored on SA infrastructure. No cross-border processing without explicit client consent.
Audit-trail retention and professional-standards alignment. System never signs off or certifies on behalf of a member.
5-year retention on all processed records. Surfaced on request for SARS queries or client audits.
Four phases. You decide how long each one runs.
Deadline tracker and client reminder drafts appear silently in the daily digest.
Deadline reminders go live. Receipt filing begins running to Xero or Sage at 95% approval threshold.
SARS correspondence summaries and client check-in drafts go live.
Audit-trail helper enabled. Year-end prep system activated for all clients.
The honest ones, answered honestly.
Does the system sign anything on our behalf?
No. Every outbound SARS submission, client letter, or statutory filing waits for a human sign-off. The system drafts and files. A member signs.
What happens when a receipt looks wrong?
Anomalies (duplicate charges, VAT mismatches, unusually large amounts) route to your queue with the reason flagged. Nothing is posted automatically.
Can we keep certain clients out of the system?
Yes. Per-client opt-out is built in. Sensitive mandates, high-net-worth individuals, and specific engagements can stay fully manual.
Does it work with our legacy Pastel install?
Yes. Pastel is a first-class integration. We also support Xero and Sage natively.
What about CIPC filings?
CIPC annual returns are on the tracker. We draft reminders and surface the paperwork. Final submission is done by your team.