Everything your practice runs on
Six modules that turn a practice run on memory into a practice run on systems. Each one solves a problem every South African accounting firm knows by name.
Service delivery
and job workflow
Standardised templates and stages across the practice. Every return, every set of financials, every SARS query gets tracked, assigned and visible. Nothing depends on someone remembering.
Learn moreWorkforce and
capacity planning
Forecast committed work against available hours, so you can see who is at 130% this month and who has room. Hire on evidence instead of on the resignation letter.
Learn moreClients and
entities
Groups, trusts, companies, individuals, directors and the relationships between them, modelled properly. No flat list of names that pretends every client is a single entity.
Learn moreGrowth
management
Track proposals, new work and expanded scope on existing clients. Most practices manage delivery carefully and manage growth by accident.
Learn moreDocuments and
templates
Client documents held against the right entity, and templates that stop every job being rebuilt from scratch.
Learn moreReports, BI
and dashboards
Throughput, capacity, deadline risk and pipeline on one dashboard. The questions you currently answer by instinct, answered by data.
Learn more