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How can we help?
Search guides for clients, compliance, documents, WhatsApp, and billing — or browse by category below.
Getting started
Create your workspace
Sign up, invite your team, and configure your firm profile from Settings.
Learn more →Connect WhatsApp
Link your firm WhatsApp number so consultants can message clients from the inbox.
Learn more →Clients & compliance
Add and onboard clients
Create client records manually or share your public onboarding link.
Learn more →Track compliance deadlines
Use the Compliance dashboard for portfolio-wide VAT, PAYE, CIPC, and BEE monitoring.
Learn more →Documents & OCR
Upload and approve OCR
Upload COR14.3, tax certificates, and VAT docs. Review extracted fields before they update client records.
Learn more →SARS document intelligence
ITA34, VAT201 confirmations, and SARS letters are classified automatically when uploaded or received by email.
Learn more →Communications
WhatsApp and email inbox
Manage client conversations, save attachments to the document vault, and link unmatched emails to clients.
Learn more →Mandate e-signing
Send mandate links for clients to sign without logging in.
Learn more →Billing & plans
Plans and trials
Starter includes a 14-day trial. Upgrade from Dashboard → Billing.
Learn more →Cancel or refund questions
Review our refund policy and contact support for billing disputes.
Learn more →Still need help?
Use the Contact form on our homepage or email the address on your invoice. For security concerns, see our Security page.