Take your accountancy
firm into the future with
specialised CRM software

Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialised CRM software from GreatSoft.
Accountant

Cloud-Based CRM for Accountants

State of the art

GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm.

Fully Flexible

We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement.

Industry Experts

Our team is hands-on and well-versed in the details of the accounting industry, so they know exactly what makes up a good CRM software solution. Using their knowledge of modern practices, they can create a custom solution that not only solves all your existing CRM obstacles but also paves the way for future growth for your firm.

Stress Free

GreatSoft can handle the entire transition process and integrate our CRM software seamlessly. With proven onboarding and transition techniques, we make the process of moving to a new cloud CRM provider as smooth and easy as possible.

GreatSoft Provides Personalised Solutions for Accountants

Decades of industry experience and thought leadership have made GreatSoft one of the leaders in accountancy CRM. With expertise in tax and payroll for accountancy firms, as well as a wealth of experience in document management and secretarial matters, we have advised our clients on the perfect solution for all of their CRM needs.
Having worked with three of the Big Four in Africa, we have worked with both medium and large accounting firms, bringing the same level of professionalism and expertise to every client.

 

The complete solution for your accounting practice

Practice Management

CPAs, accountants and bookkeepers need powerful tools and resources to grow their practices and better serve clients, GreatSoft has you covered.

Tax

The GreatSoft Tax Software Suite for Tax Practitioners simplifies the calculation and submission of individuals and companies TAX and is fully compliant with SARS efiling.

Secretarial

Decades of industry experience and thought leadership have made GreatSoft one of the leaders in accountancy CRM.

Document Management

GreatSoft’s online document management software will transform the way you communicate and collaborate with your clients. Document management in the cloud.

Payroll

GreatSoft’s online payroll software is a high performance, easy to use cloud based payroll solution for everyone from SME’s to large international firms.

Planner

Highly effective firms use GreatSoft Planner to cut their work-in-progress (WIP) so that they can bill more quickly and cut their lockup so that they can get paid more quickly.

The Best CRM Software For Accounting Practices and Firms

We pride ourselves on working with our clients for the long-term and building professional partnerships over time. That’s why we value excellent customer service just as much as providing high-quality technical solutions.

Business Intelligence Tools

Manage your firm more effectively with deeper insight and access to information.

Mobile Applications

GreatSoft GO! Is an easy to use mobile application for your Android or IOS device.

ISO Certification
Microsoft-Gold-Partner-Logo

Here’s why our customers choose us

Our valued customers are at the centre of what we do every day. To benefit from being part of the GreatSoft family, don’t hesitate to contact a member of our friendly team today.

Get your team
working with GreatSoft

086 147 3281 info@greatsoft.co.za
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