Plan, organise, lead and control your accounting or auditing projects using GreatSoft Planner

If your firm uses spreadsheets or other tools that are not integrated with any time and billing solutions, then GreatSoft Planner is the solution for you. It tracks productivity, attendance and billable hours with simplicity.

Fully functional 14-day trial.
No credit card required.

Highly successful teams get work done by using GreatSoft Planner

Take your accountancy firm into the future with specialised planning solution

GreatSoft Planner is a cloud-based tool that empower project planners and audit managers to easily plan out projects, assign jobs or projects to staff, assess staff availability on the fly and monitor actual time against budgeted time. Planner is a highly efficient tool fully integrated into our GreatSoft Practice Management and CRM tool. It uses a firm’s current client data, unique setup of service-lines, tasks and activities and automate time capturing from planned projects. This forward-looking planning tool puts firms in a unique position in that, actual time could equal budgeted time spend. The notifications accompanying this tool provide early warning of potential overspending.

Get the information you need.

Put your timesheet data to work with smarter reporting and invoicing.

Work defined, planned and tracked.

Track productivity, attendance, and billable hours with a simple time tracker and timesheet.

The complete solution for your accounting practice

Effective Projects

Manage your staff & Projects in one workspace. Eliminates the need for cumbersome spreadsheets. Project Creation is intuitive, simple and easy to setup and just takes a few minutes.

Powerful Integration

Seamlessly integrating GreatSoft Planner with the GreatSoft CRM increases the teams productivity. Synchronise, inter-alia, timesheet; contact; client and billing data.

Active Notifications

Notifications will ensure you never miss a deadline and stay within budget.

Profile Users

Security permissions are assigned to user roles used to control access and privileges to functions, planning boards, job/project creation and reports.

Secure User Access

Firms that wish to restrict staff access for specific offices, departments or divisions can do so using the user-friendly ‘Planner board’ setup options, restricted to authorised users.

Powerful Reports

Historical reports and realtime dashboards provides insights to plan, organise, lead and control your projects.

Amazing capabilities for planning and reporting of various engagements

A wealth of information at your fingertips in a dashboard that is customisable in terms of your classification/areas of specialism, the product is growing at a phenomenal pace, and promises much for the future of planning and engagement management for accounting firms.
Bridgitte Kriel |Charted Accountant (S.A.)

One WorkSpace

Plan, track and communicate project activities from one workspace. Seamless and easy working experience.

Setup in minutes

Project creation is simple and easy with setup in minutes.

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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