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Accounting practice management

Every task.
Every deadline.
One clear view.

DocuFin gives your team one place to manage client work, track time, control SLAs, build repeatable workflows and sign documents.

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app.docu-fin.co.za
DocuFin employee task view showing assigned client and team tasks
Today's work is clear
12tasks completed
Built for South African accounting firms Client work Team workflows Time & SLA E-signing included
Who this works for

Built for the people who
run practices.

Accounting Firms

Manage clients, staff and deadlines with ease.

Tax Practitioners

Keep every filing and deadline on track.

Auditors

Coordinate engagements and evidence in one place.

Industry Related Clients

Work alongside your accounting team, not around it.

Employee workflow

Your team
knows exactly
what's next.

Bring every employee's client work and internal responsibilities into one focused task view. Filter by project, status, due date or recurrence. Then get the work done.

app.docu-fin.co.za
DocuFin employee project task view
One viewAcross clients and projects
Live statusNew, in progress and complete
RecurringDaily, monthly or custom
SLA management

See the hours.
Protect the margin.

Set a monthly hour allocation for each client and see usage, carry-over and remaining time before the budget disappears.

  • Monthly hour allocations per client
  • Automatic usage and remaining-hour tracking
  • Alerts when an SLA reaches its threshold
Monthly Hour Allocation15% used
3.00hof 20.00h used
ALLOCATED20.00hUSED3.00hREMAINING17.00h
DocuFin client SLA management screen
Time & reporting

Turn recorded time
into better decisions.

Track billable and non-billable work, then report on time by client, accountant and task. Export the detail whenever you need it.

app.docu-fin.co.za
DocuFin time reports with billable and non-billable hours
Billable hours8.00hof 9.00h recorded
Report by
ClientAccountantTask
Clear visibilityKnow where time goes.
Task Manager

Build the way your
firm works.
Then repeat it perfectly.

Turn your processes into reusable task workflows and "recipes". Set the steps, supporting documents, turnaround times and frequency once. Then use the same proven process across every client.

RECIPEMonthly AccountingReusable workflow
01
Collect recordsUpload documents
02
Complete processingAssigned team task
03
Review & approveManager sign-off
app.docu-fin.co.za
DocuFin Task Manager task library for creating reusable workflows
Your process, captured.Tasks · Documents · TAT · Frequency
D
Annual Engagement LetterReady for signature
Sign hereDuan
IncludedNo separate signing tool needed
E-signing

Digital Signing
in DocuFin.

Digital document signing is included in DocuFin. Prepare and send documents for signature without moving client work into a separate system.

  • E-signing included in your platform
  • Keep signed documents with the client record
  • Follow signing progress from one place
One connected platform

Everything around the work,
working together.

Client management

Keep client details, tasks and documents organised in one record.

Projects & deadlines

Manage recurring and once-off work with ownership and due dates.

Client portal

Request documents and communicate securely with clients.

Messages & notifications

Keep conversations and work updates close to the task.

Run your practice with clarity

See what your team
can do with DocuFin.

Book a personalised walkthrough of the platform.

Book a demo