Stop Chasing.
Start Delivering.
South Africa's dedicated client portal for audit, accounting, and legal firms. Collect documents faster, maintain POPIA-compliant audit trails, and deliver professional engagements on time.
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Most firms are held back by the same three problems
South African audit, accounting, and legal firms lose hours every week to these common, costly, and entirely avoidable issues.
Document Chaos
Client files scatter across email chains, Dropbox folders, and WhatsApp threads. SA firms waste hours tracking down the right document version before a deadline.
Fragmented Communication
Instructions, follow-ups, and sign-offs live in different inboxes and WhatsApp groups. No clear record of what was asked, agreed, or delivered — creating compliance and POPIA risk.
Deadline Risk
Without real-time visibility, SARS deadlines, AFS sign-offs, and audit completions slip. Clients don't know what's needed. Partners don't know what's blocking progress.
Everything your firm needs — in one organised portal
Collect documents, track progress, and stay audit-ready — without the email chaos.
Speed
Collect client information faster with structured document requests and clear due dates. No more chasing files over email or WhatsApp.
Clarity
Keep all communication in one place — messages, replies, and team notes live inside each engagement. One source of truth.
Visibility
Real-time dashboards show what's outstanding, overdue, and where each engagement stands. Always know what's blocking progress.
Compliance
Stay secure and audit-ready with complete audit trails, version history, and full POPIA compliance built into every engagement.
Built for firms of all sizes
Built for South African professional services firms of all sizes — from solo practitioners to multi-partner practices.
Deliver audit engagements on time, every time.
- Structured information request lists with tracked submissions
- IRBA-aligned audit trail for every document and action
- Client portal for document collection without email follow-ups
- Real-time progress visibility across all active engagements
Look Like a Big 4 Firm
You can't afford R10k/month for other portals. Engagement Files gives you professional tools that scale only when you have clients.
- Professional client portal for the price of lunch
- No monthly fees, no seat licences
- Audit-ready records for every engagement
- Ready in under 5 minutes — no IT required
Security isn't optional in professional service work
Every feature is designed with security and South African compliance requirements in mind — not bolted on as an afterthought.
Secure Access
All data is encrypted in transit and at rest. Your clients' documents and communications are protected end-to-end at all times.
Encrypted in transit & at restImmutable Audit Trail
Every action on the platform — uploads, messages, approvals, access — is logged permanently. Nothing can be edited or deleted retroactively.
Every action logged permanentlyPOPIA Aligned
Engagement Files is designed specifically for South African regulations. Data handling, consent, and retention meet POPIA requirements from day one.
Designed for South African regulationsRole-Based Permissions
Granular access control lets you decide exactly who can see, upload, or approve documents. Partners, staff, and clients each get the right level of access.
Granular access controlPay only when you open a new engagement
No subscriptions. No contracts. No surprises. You only pay when you have a client to engage.
Per Engagement
One-time fee per engagement · No monthly fees · No contracts
- Unlimited document requests
- Secure client portal access
- Real-time messaging
- Comprehensive audit trail
- Version control
- POPIA compliance features
- Role-based access control
Why pay per engagement?
Most portals charge you R3,000–R10,000 per month whether you're busy or not. We only charge when you open a new engagement — so your costs match your work.
- Start immediately — no setup fees
- No risk — only pay when you have a client
- Scales with your practice naturally
- No long-term commitments or lock-in
See how we compare to email, WhatsApp, and shared folders
| Feature | Shared Folders | Engagement Files | ||
|---|---|---|---|---|
| Structured Requests | ||||
| Audit Trail | ||||
| Version Control | ||||
| Real-Time Status | ||||
| POPIA Compliant | ||||
| Client-Friendly UX | ||||
| No Monthly Fees |
Ready to Simplify Your Next Engagement?
Collect documents faster, keep all communication in one place, and keep every engagement moving forward — without the email chaos.