PlanSmart
PlanSmart is your go-to tool for streamlining planning and task management within your accounting firm. Specifically designed for accountants, it allows you to easily map out deadlines, allocate resources, and track the progress of all tasks. With features like service completion tracking, customisable workflows, and real-time collaboration, you'll stay on top of client needs and meet every deadline.
Service Completion Tracking
Marking services as complete helps streamline workflow and ensures every task is properly tracked, whether it's VAT, PAYE, or any other compliance service, minimising administrative effort.
Performance Tracking
Monitor who completed each service for better accountability, transparency, and quality control, from provisional tax returns to CIPC submissions.
Document Management
Upload and view important files directly within PlanSmart, making documents like tax records, compliance forms, and reports easily accessible in a secure, centralised location.
Note-Taking & Communication
Add detailed notes to keep track of client-specific information or service history, ensuring effective communication and team alignment on client requirements and tasks.
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