• SAIPA & CaseWare have partnered to
    transform the way practices work

 

 

Included in the bundle:

Financial Statements
CaseWare financial statement templates dramatically reduce the time and frustration spent on drafting IFRS or IFRS for SME compliant annual financial statements. It is the only solution that automates the entire process and intelligently applies disclosure and adjusts a full set of financial statements according to each client's requirements. Included in the SAIPA bundle is selected IFRS for SME templates.
Collaboration
Collaborate in ways not possible before, with one centralised location for all your staff, clients and other stakeholders.
Client Portal
Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.
File Management
Enjoy a full document management system, with built-in archiving, retention and back up capabilities.
Review on the go
Review your financials on any device, anywhere. An easy and efficient way to review information, create issues and sign off.
Activities
Track and monitor every aspect of your engagement for optimised efficiency and profitability.
Permissions
Leverage built-in roles for easy rights management or create your own.

Add on Cloud Apps:

Time & Billing
This easy add-on app gives you the ability to manage your time and billing from any web enabled device. Analyse activity by staff member, client or WIP and invoice straight from Time. Simply attach receipts to expense records in digital form, eliminating the need to keep and sort paper. With useful reports just a click away, keep an eye on your practice wherever you go.
CloudSec
CloudSec takes care of all your statutory compliance processes all in one place. CloudSec uses our Cloud platform to manage much more than just completing forms, it also takes care of all the processes that surround secretarial work by connecting you, the client and CIPC. CloudSec will make you earn more from your secretarial work by building in efficiencies at each point in every process.

The SAIPA Solution R7 426 EX VAT payable over 4, 6 or 12 months

 

Why take your practice online?

Improved data management - all information is stored in one centralised and secure location

It saves your business money - save on IT costs as no need for expensive hardware operating systems and equipment

Streamlines business processes - centralisation of data means you only need to toucha piece of work once

Scalability - cloud technology makes it easy toadapt your practice to your changing demands

 

 

What are the benefits?

Centralised Engagements

Monitor the status of engagements from any web-enabled device. Plus, engagement files are stored in CaseWare Cloud, which means automatic backups and no need for expensive servers.

Task Management and Timeline Analysis

Task functionality allows users to assign tasks to individuals allowing for work progress transparency. This combined with timeline functionality presents a new way to view and keep track of all the activity in your firm on one screen.

Promotes Mobility and Flexibility

Access to real-time data, anytime and anywhere improves productivity and client service.

 

Want to learn a bit more about the SAIPA solution?