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. PlanSmart adapts to your workflow, helping you organise priorities, manage team responsibilities, and ensure a seamless, efficient process.

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.

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. Identify areas of improvement to boost internal processes.