Features

The capability list, without the shopping list.

Grouped by the job it does, so you can judge the platform the way you'd judge a colleague.

Every entity's periods, deadlines and states in one board. Overdue work escalates itself to the engagement partner.

Named lists per period, chased automatically, closed when the file lands.

Prepare, review, partner sign-off — each recorded with who and when.

Conversation about a client kept against that client, not in a separate inbox.

Password-protected sharing with expiry, logged on both sides.

Every answer names the decree-law, cabinet decision or clarification it rests on — and saves as a position on the client file.

Answer

Zero-rating applies to the movement between designated zones where the goods are not consumed.

Art. 51 · Cabinet Decision 52 of 2017

Recovery, utilisation and WIP by team, current as of now.

Immutable history of edits, approvals and exports on every record.

What's included, by plan

Capabilities and limits compared across the self-serve plans.
Capability	Free	Pro	Pro Plus
Clients	20	200	400
Staff seats	1	3	10
Storage	200 MB	2 GB	5 GB
Invoices per month	10	500	1000
Compliance tracking	Compliance tracking	Automatic compliance engine	Automatic compliance engine
Auto-renewal & auto-tasks	—	Included	Included
Custom services	—	Included	Included
Bulk import & Excel export	—	Included	Included
Completed-task export	—	Included	Included
Task activity log	—	Included	Included
Document vault	—	Included	Included
Client KYC	—	—	Included
Invoice generation	—	Included	Included
Payment tracking	—	Included	Included
Recurring / retainer invoices	—	—	Included
Email notifications	—	Included	Included
Team chat	—	—	Included
Advanced analytics	—	—	Included
Support	Email support	Priority email support	Priority email support

We will walk the platform through your filing calendar, not a demo dataset.