Features That Will Make Your Life Easier

PlanSmart gives accounting firms a complete view of SARS-related deadlines, service responsibilities, and submission progress, helping you manage everything from VAT and PAYE to Income Tax, AFS, Payroll, UIF, and Tax Clearance, all through interactive reports and task tracking tools.

DebtorSmart helps accounting firms recover outstanding debt and improve cash flow through automated SMS reminders, payment agreements, and real-time syncing with Sage and Xero, streamlining debtor management with updated balances, communication tracking, and actionable reports.

DocShareSmart is a secure cloud-based document portal for accountants that simplifies file sharing, tracks proof of submission for services like VAT201 and EMP201, and improves compliance with automated communication logs and real-time access for both clients and staff.

TimeSmart is a comprehensive time tracking and billing solution for accountants that captures billable hours with project and incidental timers, enables on-the-go logging via the SmartApp, and integrates with Sage, Pastel and Xero to ensure accurate invoicing, productivity insights, and profitability reporting.

SmartPractice Reporting gives accountants real-time, drill-down insights into time tracking, billing, project progress, and compliance, with dynamic dashboards, service completion tracking, and full activity logs to support data-driven decisions and practice efficiency.

ClientSmart is a powerful bulk communication tool for accountants that lets you send targeted SMS and emails by service, industry, or entity type, integrated with client portals, dynamic client reports, and automated birthday tracking for personalised, compliant communication.

SmartFlow is a workflow automation tool that streamlines your accounting processes, reduces manual tasks, and improves efficiency across your firm.

SecSmart is a cloud-based Company Secretarial System that streamlines beneficial ownership management, share certificates, transfers, and meetings, automating compliance, enhancing transparency, and increasing revenue for trusts and companies.