Everything your firm needs.
Nothing it doesn’t.
Replace spreadsheets, manual reminders, and disconnected tools with one unified platform built specifically for South African accounting practices.
Never miss a deadline again
The rule engine generates every compliance obligation the moment a client subscribes to a service. Four rule types cover every scenario SA accounting firms face.
Rule engine
Define once — fixed date, monthly, quarterly, days-after-period-end. Every deadline auto-generates for current and next year.
Compliance calendar
Unified calendar with bi-directional sync to Google Calendar and Outlook via Nylas API v3. Colour-coded by urgency.
Deadline tracking
Real-time status: On Track, At Risk, Urgent. Computed at render — never stale, never manually updated.
Service verticals
Bookkeeping, Payroll, Tax Prep, Company Secretarial, AFH Billing — each with their own rules and recurring tasks.
Every client. Every detail.
Rich client profiles with full entity information, subscribed services, compliance timelines, linked tasks, and document history — all in one place.
Client profiles
EIN, SSN last 4, entity type, fiscal year end, assigned accountant. Every field your team needs, accessible in seconds.
Entity management
Individual, Sole Prop, LLC, S-Corp, C-Corp, Partnership, Nonprofit. Rules adapt automatically based on entity type.
Archive & restore
Soft delete only — no data is ever lost. Archived clients are hidden from active views but fully recoverable.
CSV bulk import
Import your existing client list with column mapping. No manual data entry for migrations from other platforms.
Work flows. Nothing slips.
Kanban boards with drag-and-drop, compliance event linking, priority tracking, and team assignment — built for how accounting teams actually work.
Kanban boards
Drag cards across columns. Backlog → To Do → In Progress → Review → Done. Touch-friendly on mobile.
Task comments
Threaded comments on every task. Link to a client, a compliance event, or a document. Full audit trail.
Priority & due dates
Low, medium, high, urgent. Overdue badges computed at render — you always see the real status.
Team assignment
Assign to any active firm member. Filter the board by assignee, client, or priority.
Secure. Organised. Instant.
Supabase Storage with signed URLs, drag-and-drop upload, PDF preview, and automatic client and task linking. Plus unified mail and SMS.
Document vault
Organised by client, service, and period. Drag-and-drop upload. 25MB limit. PDF and image preview with signed URL expiry.
Unified inbox
Connect Gmail or Outlook via Nylas. Threads auto-tagged to clients by email address. AI draft column.
SMS notifications
ClickSend integration for SMS alerts. Configurable triggers: deadline approaching, task assigned, document uploaded.
In-app notifications
Real-time bell icon with unread count via Supabase Realtime. Sonner toast on arrival. Internal inbox for firm messaging.
Enterprise-grade from day one.
Row-level security on every table. Every query scoped to firm_id. No cross-firm data leaks — by design, not by convention.
Multi-tenant RLS
Postgres row-level security enforces firm isolation at the database level. No application-layer trust required.
Role-based access
Owner, Manager, Accountant roles. Owners control team membership and firm settings. Accountants manage their assigned clients.
Client portal
Clients get their own login — scoped strictly to their data. Documents, services, compliance status, and secure messaging.
Audit trail
Activity log on every client. Who did what, when. Immutable record for compliance and dispute resolution.