Client records that drive everything
Entity type, year-end, VAT category, employees, contacts, registrations and notes. Import clients from CSV or add them one at a time; archive without losing history.
Core
The practice workspace every other module plugs into
Clients, the compliance calendar, obligations, tasks and reminders — included in every plan. Add a client once and the rest of the product works from that one record.
What it does
What every plan includes
Compliance calendar
Month view of every obligation across the firm or just your own, filterable by regulator, client and owner — with an .ics feed for Outlook or Google Calendar.
Obligations with owners and status
Each filing has an assignee, a checklist, required documents, comments and a status from upcoming to submitted. Update many at once with bulk actions and export the list to CSV.
Tasks
A simple board for work that is not a statutory filing, linked to a client or an obligation, with due dates and assignees.
In-app and email reminders
Reminders run on a schedule you control in Settings, with editable message templates. Without an email server configured, messages are logged instead of sent.
Dashboard and insights
Overdue, due this week, expiring registrations, filing performance and workload by regulator — for the whole firm or for you.
How it works
Up and running in an afternoon
Create your workspace
Sign up, pick a plan and invite your team with the roles they need.
Add or import clients
Upload a CSV or capture them by hand. The profile decides which services are suggested.
Confirm services
Accept the recommended services for each client, or enable one service for many clients at once.
Work from the calendar
Everything due appears 13 months ahead and rolls forward on its own.
What is tracked
20 services across 1 body, straight from the live catalogue
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
Recurring engagements and client housekeeping
20 services| Service | How often | How the due date is worked out |
|---|---|---|
| Monthly bookkeepingProcess transactions and reconcile bank, debtors and creditors. | Monthly | Practice target: 15th of the following month. |
| Monthly management accountsManagement accounts pack with commentary. | Monthly | Practice target: 20th of the following month. |
| Monthly payroll runPayslips, payment file and statutory calculations. | Monthly | Practice target: 25th of the current month. |
| Retirement fund contributions (s13A)Submit contribution schedule and payment to the fund. | Monthly | Within 7 days after month-end (Pension Funds Act s13A).Personal liability for directors; interest. |
| Annual financial statements compilationCompile AFS (IFRS for SMEs) with working papers. | Annual | Practice target: within 6 months after year-end (Companies Act s30). |
| Independent review (ISRE 2400)Independent review of AFS for companies with PIS 100-349 or as the MOI requires. | Annual | Within 6 months after year-end. |
| Statutory auditAudit of annual financial statements. | Annual | Within 6 months after year-end. |
| AGM / annual shareholder resolutionsAnnual general meeting or round-robin resolutions approving AFS, directors and auditors. | Annual | Public companies: within 6 months after year-end; others per MOI. |
| Statutory registers and minute book reviewAnnual update of securities register, directors register and minute book. | Annual | Practice control: annual review. |
| Engagement letter and FICA refreshRenew the engagement letter, fees and client due diligence. | Annual | Practice control: annual refresh. |
| Pre-year-end tax planning meetingReview results, dividends, bonuses and provisional tax before year-end. | Annual | Practice target: one month before year-end. |
| Director loan / s7C interest calculationCalculate interest on loan accounts, deemed dividends (s64E) and s7C donations. | Annual | At financial year-end; s7C donation deemed made on the last day of the year.Donations tax / dividends tax exposure. |
| Fixed asset register updateUpdate additions, disposals and wear-and-tear. | Annual | Practice target: one month after year-end. |
| Insurance cover reviewAnnual review of business insurance and sums insured. | Annual | Practice control: annual review. |
| Insurance policy renewalTrack insurance policy renewal dates. | Annual | Per policy renewal date. |
| Lease agreement renewalTrack lease expiry and renewal / notice periods. | Every few years | Per lease; give notice before the renewal option lapses. |
| Domain / SSL renewalTrack domain name and SSL certificate renewals. | Annual | Per registrar. |
| Dividend declaration packSolvency and liquidity test, board resolution and dividends tax. | Event-driven | Before payment of any distribution (Companies Act s46). |
| Client onboardingEngagement letter, FICA, SARS and CIPC access, take-on balances. | Once-off | Once-off at take-on. |
| Accountant's confirmation letterConfirmation of income / earnings / solvency letters. | Event-driven | On request. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Good to know
Questions about Practice Core
Each plan includes a number of users and active clients; archived clients do not count. The limits are on the pricing page.
Yes. Roles control what each person can view and change, and you can build your own roles under Settings → Roles.
Yes. Add your own service with its own frequency and due-date rule under Compliance → Service Catalogue. It appears on the same calendar, gets the same reminders and can carry its own checklist and required documents.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
Try Practice Core with your own clients.
Every trial includes all the modules in the plan you pick. No card required.