For SA accountants & bookkeepers

Get the documents on time. Every time.

Provisional tax, VAT, payroll, annual returns — ClientPulse chases the missing documents, captures fees, and stops your team being nagware.

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What hurts today

The reasons clients drift, deals stall, and revenue leaks.

  • Clients submit documents the day before the SARS deadline.
  • You're writing the same "please send your invoices" message 200 times a year.
  • Fee chases happen too late and damage relationships.

POPIA-aware client files

Sensitive financial data masked on shared screens. Document upload audit trail per client.

Pre-built streams

Three workflows ready on day one.

Pick the industry template at signup. These streams come pre-loaded with messages tuned for your sector — edit anything, keep what works.

Document collection

Per-deadline checklist sent on WhatsApp. Status auto-updates as items arrive.

Deadline countdown

Friendly nudges 14, 7, 3 days out. Escalate to partner if missed.

Fee follow-up

PayFast link the moment the work is signed off. Auto-reminder if unpaid.

“Documents arrive on day 12, not day 30.”

Real customer quotes coming — case studies in progress

Your next client is waiting for a reply.

Start at R799 your first month (R1 100/month after) — a 24/7 AI receptionist that never sleeps, never forgets, and sounds exactly like you.

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