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For accountants, bookkeepers and tax practitioners

Every client's documents in one place, without the chasing.

Add your clients, pick what kind of client each one is, and get their document checklist. Upload for them, or let them send it from their phone. Take on more clients without more admin.

Start free with 5 clientsSee plans

4 months free when you join by 30 June 2027 · No card needed

What you get

Tidy records for every client.

Your client pipelineEvery client as a card with how much of their paperwork is in: collecting, ready, pack done, filed. Or as a list.
A checklist for each clientPick PAYE, commission, sole prop or company and get the right list: IRP5, certificates, statements, logbook, IRP6s, VAT201s. It ticks itself as documents arrive.
Clients send it from their phoneWe make each client a login with a one-time password. They choose their own password and upload straight to you. No email chasing.
Or upload it all yourselfDrop in their bank statements (PDF or CSV) and we read the income and costs out of them. No slips needed.
Notes and mark as filedPrivate notes on each client, what's still missing, and the SARS result once it's filed.
Tax packs under each client's nameDownload each client's pack with your practice name on the cover. Clients with their own account can still share with you.

Why we built it for you

Filing season shouldn't start with a shoebox.

Every season the same thing happens: clients arrive late with a bag of faded slips, a statement nobody has looked at and no logbook. Hours go into sorting before any real work starts.

We built the practice side so your clients keep their records up to date during the year, and you start the season with sorted payments, slips and logbooks for each of them.

Practice plans

Priced by how many clients you have.

Founding launch: join by 30 June 2027 and use everything free for your first 4 months (counted from 1 March 2027 if you join before then). No card needed.

Start

FreeUp to 5 clients
  • Every feature
  • Client logins included
  • Your practice name on the packs
Start free

Up to 15 clients

R299 a monthAbout R19.93 a clientStart free, pick laterMost practices

Up to 40 clients

R699 a monthAbout R17.48 a clientStart free, pick later

Up to 80 clients

R1,299 a monthAbout R16.24 a clientStart free, pick later

Up to 200 clients

R2,999 a monthAbout R15.00 a clientStart free, pick later

More than 200 clients: R2,999 plus R199 a month for every extra 20. Cancel any time.

The tour

From client list to tax packs, in a minute.

Chapter 1 of 5 · about 50 seconds in all

Open your practice

Sign up as a practice. Your practice name goes on every client's tax pack, and you start free with five clients.

Watch the walkthrough

Your clients, ready before they walk in.

A practice with three clients (made up): who is ready to file, inviting a client, uploading a statement for one, and the tax pack PDF with your name on the cover.

▶ Clients to tax packs1 min 25 · filmed in the real app with made-up data · captions, no sound

This filing season, without the shoebox.

Open your practice, invite your clients, and watch their records fill in before the season starts.

Create my practice account