Secure client services
Upload monthly supporting records, request assistance and follow your authorised account matters from one clear starting point.
Your account
Monthly document submission is shown first because complete supporting records are essential to timely accounting and compliance work.
Submit bank statements, supplier records, receipts, contracts and other records requested for the relevant business and period.
Open secure upload →Submit an accounting, tax, payroll, company-secretarial, compliance or advisory request within the applicable engagement.
Create service request →Review the status and history of service requests available to your authorised client account.
View requests →View invoices we issue to your organisation. These are separate from invoices your business issues to its customers.
View practice invoices →Open the protected account overview and the records made available under your authorised client profile.
Open my account →Access bookkeeping guidance, approved plans and the secure bookkeeping sign-in route where access has been enabled.
Open bookkeeping page →Respond to information requests, upload supporting evidence and follow compromise, payment and dispute matters authorised for your account.
Open my SARS applications →Monthly records
Submit supporting documents every month through the secure upload route. If authorised bookkeeping records already contain invoices created in the bookkeeping system, duplicate copies are not required; documents not stored there must still be submitted.
Entering information or uploading a copy does not remove the client's responsibility to retain the original supporting record. A bank statement or proof of payment does not necessarily establish what was purchased, its business purpose or the VAT treatment.
Access support
Include the company name, reporting period and any existing request reference. Do not send passwords, PINs or bank-login credentials.