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Pricing

One flat fee for your whole firm

Any number of clients. Unlimited seats. Pick the plan that fits how you work.

Standard

Track every client's B-BBEE scorecard

R750a month

For your first 3 months, then R2,500 a month.

Get started with Standard

Your tracker:

  • Portfolio health dashboard
  • This week's action queue, ranked by urgency
  • Status alerts: PBO, tax clearance, 18A, sub-minimum spend
  • Live points calculator and scenario planner
  • Document vault per client
  • Audit pack generation, bulk included
  • Import last year's file and your client list
  • Unlimited seats
  • White-label: your own colours and logo
  • Support

Premium

Clients and beneficiaries included

Your tracker, plus the people around it

R1,230a month

For your first 3 months, then R4,100 a month.

Get started with Premium

Everything in Standard, plus:

  • Client portal and upload links, so clients send their own documents
  • Document requests, rejection emails and monthly reminders sent to your clients
  • Invite beneficiaries, and pick them from the verified registries

The introductory price applies to monthly billing.

Compare features across plans

FeatureStandardPremium
Track your clients
Portfolio health dashboard
Weekly action queue, ranked by urgency
Status alerts: PBO, tax clearance, 18A, sub-minimum spend
Live points calculator and scenario planner
Document vault per client
Audit pack generation, bulk included
Import last year's file and your client list
Unlimited seats
White-label: your own colours and logo
Support
Work with clients and beneficiaries
Client portal and upload links
Document requests and rejection emails to clients
Monthly evidence reminders to clients
Invite beneficiaries
Pick beneficiaries from the verified registries

Standard firms can see the Premium features in the app. Clicking one shows an upgrade message.

Not sure which plan fits?

Tell us about your practice and we will help you choose.