Accounting & tax practices
Compliance-ready job types, staff planning, and clear ownership across every client.
One platform to run your firm
PRACTIFIED brings clients, planning, time, billing, documents and client collaboration into one platform — so partners and teams always know what is due, who owns it, and what gets billed.
From accounting and tax to legal, advisory and consulting, PRACTIFIED keeps delivery, capacity and billing visible.
Compliance-ready job types, staff planning, and clear ownership across every client.
Run engagements, matters and recurring work with structured planning and billing.
Delegate work, monitor live status, and keep team capacity under control.
Familiar workflows for professional teams — planning, time, billing, and client access in one place.
Schedule jobs against clients, track % complete, and mark work pending when you are waiting on SARS, banks, or the client.
Organise clients by type and group, assign managers and directors, and keep notes and document requests attached to the right matter.
| Account | Name | Type | Status |
|---|---|---|---|
| 10042 | Horizon Trading | Company | Active |
| 10058 | Cedar Trust | Trust | Active |
| 10071 | Ndlovu & Co | Company | Active |
| 10089 | Blue Bay CC | Close corp | Inactive |
Staff log hours to planning and jobs. Compare actuals to budgets so partners can protect margins before month-end.
| Day | Client / job | Hours | Type |
|---|---|---|---|
| Mon | Horizon · AFS | 3.5 | Billable |
| Tue | Cedar · VAT | 2.0 | Billable |
| Wed | Admin · Training | 1.5 | Non-billable |
| Thu | Ndlovu · Payroll | 4.0 | Billable |
Build invoices from planning and agreements, apply pricelists and VAT, and keep billing aligned with what was delivered.
Clients log in on the same URL as staff, then see their planning, team contacts, documents and agreements — without emailing files around.
3 items need attention this month
Bank statements · outstanding
Manager · Director contacts
Core platform capabilities and optional modules — choose the package that matches how your firm works.
Role-based access for directors, managers and staff.
Reusable job templates with task checklists for recurring work.
Schedule delivery and see capacity across the firm.
Billable and non-billable hours against real work.
Invoice from planning, agreements and pricelists.
Secure client access to planning, documents and team.
Request, collect and track client documents.
Billing, utilisation and custom practice reports.
Keep deadlines and follow-ups from slipping.
Connect practice workflows such as Sage where enabled.
Optional health checks with controlled spend and usage tracking.
Stay productive on the go with a focused mobile UI.
One system to manage clients, jobs, planning, time, and billing.
Keep client details, contacts, types, and groups in one place. Assign managers and directors, track notes and documents.
Schedule jobs and tasks with target dates. Track progress with status (overdue, active, future, complete) and Gantt-style views.
Log time against planning and jobs. Compare actuals to budgets and keep projects on track.
Generate invoices from planning and agreements. Pricelists, VAT, and payment terms in one workflow.
Give clients secure access to their planning, team contacts, documents, and agreements - all in one login.
Billing, timesheet, staff utilisation, and custom reports. Export and analyse how your practice performs.
Every package includes the core platform. Pick the plan that matches your firm. Request a free trial on the signup form if you want to evaluate before you commit.
Core practice management: clients, planning, reminders, automation, basic reporting
What's included
Base + Time Tracking, Diesel Rebate & Client Portal
What's included
Full practice management: all modules
What's included
Not sure which package fits? Sign up and choose on the form — you can also request a free trial.
Secure, supported, and built for professional firms.
Clarity for partners, structure for staff, and a better experience for clients.
We have better practice management and can see an overview of all our clients through one portal.Practice Manager, Accounting firm
Straight answers before you sign up.
Professional service firms — accounting, tax, legal, advisory and consulting — that need client management, job planning, timesheets, invoicing and a client portal in one system.
Yes. On the signup form you can select a package and request a free trial. We review applications and send a secure setup link when approved.
New accounting firms can start from industry setup templates focused on common compliance job types, then customise jobs and tasks for their practice.
Yes. Clients use the same login URL as staff and are routed to their portal for planning, documents, team contacts and agreements.
Packages (tiers) include core platform features plus selected modules. Monthly, annual and optional setup fees are configured per package.
Choose a package, request a trial if you need one, and we will guide you through setup.