CRM Software for Accountants

“We help our clients make more money”

GreatSoft CRM is an innovative & award winning, Practice Management and Customer Relationship Management (CRM) solution for Accountants & other time based professionals. GreatSoft CRM is more than just a Time and Billing tool, our easy to use, browser-based solution is designed to help you reduce costs and improve revenues in all aspects of your organization.

play   FNB-winner   Microsoft

Practice Management

Could your practice be more profitable if you had easy access to client information?
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GreatSoft Tax

Take your Tax Practice to a whole new level with GreatSoft Tax – with eFiling interface for ITR and Provisional Tax and Automated download of Assessments.
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GreatSoft Secretarial

So much more than just form filling, GreatSoft Secretarial is a fully integrated statutory compliance system with an increasing focus on good corporate governance.
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GreatAccounts

Let automated software take care of IFRS for SMEs compliance and the integrity of your Financial records.
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Calculate how much money your time is worth!

We will save you 4-12 hours per person per month.

Enter your number of billable employees:

 

Award winning, easy to use browser-based practice management and CRM.

Practice Management

Time based professionals who sell their expertise or their extensive knowledge on a subject like taxation or accounting often find that they are not making money and complain about the long hours they have to work that they don’t reap the benefits of. This is normally the result of a lack of information and is why many practices are not managed effectively.

GreatSoft CRM is a system that is specifically designed for the time based professional and that acts like an early warning system that ensures that they have the right information on hand all the time.

GreatSoft Tax

Need a Tax Calculator that you can trust and help you manage your Tax Administration and Submissions to eFiling?
GreatSoft TAX is a high-performance tax administration system that will assist you in preparing and submitting tax returns to SARS. The software is browser-based, which means you can login to your secure portal and manage your clients’ tax affairs from anywhere on any device. Automatic backups and updates are done for you, giving you the peace of mind that your data is safe and compliant.

The advantage of using GreatSoft TAX is in the built-in workflow and ability to submit your annual and provisional tax returns in bulk. The TAX module is fully integrated with GreatSoft CRM and other modules, like Secretarial and Billings, saving you between 30 to 60 minutes per taxpayer. GreatSoft TAX is developed using the best and latest Microsoft technologies, which will ensure that you get high-quality performance. Our team of qualified Tax specialist is always ready and willing to assist with any of your queries.

Our tax software makes it easy for you to bill for your services either one fee at a time or to bill in bulk.

From Statutory Defiance to Statutory Compliance – Streamlining your Company Secretarial Processes.

GreatSoft Secretarial

“Are you constantly bogged down in secretarial work or struggling to keep track of CIPC registrations and submissions? We have developed an all-in-one secretarial solution in the cloud to be your personal assistant, making your secretarial duties a breeze. GreatSoft Sec is a powerful administration tool used by Accountants, Attorneys and Company Secretaries to reduce the workload of managing company secretarial administration. The software is browser-based, which means that you can log into your secure portal and manage your client’s secretarial affairs from anywhere, on any device, at any time.

GreatAccounts

GreatAccounts is a software package that offers full capturing capability and automated generation of IFRS for SMEs compliant annual financial statements. It offers a powerful time saving Master template that is maintained by GreatSoft, according to any IFRS or other developments, and made available to clients online.

This automated solution streamlines the preparation of financial statements for SMEs and frees up valuable time that could be spent generating higher revenue or servicing more clients.

A Financial Reporting System, which automates the production of Annual Financial Statements and Management Accounts.

What customers are saying about GreatSoft

“The submission of the AFS is a breeze and a pleasure. I can’ believe we can submit a 28 page, 8 MB file set of financials in one go and that it splits them automatically to SARS. INCREDIBLE!”

Stephen O'Reilly

The South African Tax Company

See who is taking practice management into the cloud

Have any questions?

086 147 3281 info@greatsoft.co.za
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086 147 3281 info@greatsoft.co.za

086 147 3281 info@greatsoft.co.za