Accounting Firms

Run the practice on deadlines and documents, from one place.

HotKup keeps every client, every filing, and every document organised, so a missed return or a lost statement never costs you a client.

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Bookkeeping, tax, audit & advisory One flat price No IT team needed
Your compliance year

Every recurring deadline, surfaced before it bites.

VAT, provisional tax, returns, year-end. Each client sits on a different cycle. HotKup tracks all of them so nothing rides on memory or a wall calendar.

Every 2 months
VAT201 returns
IRP6 provisional
Aug & Feb
CIPC annual return
on incorporation date
Year-end close
per client FYE
ITR14 income tax
filing season
HotKup nudges you before a client's filing goes quiet.
Acme (Pty) Ltd: IRP6 provisional tax
Second period estimate and payment.
Due in 5 days
  • Set the cycle once. Recurring filings rebuild themselves every period, per client, automatically.
  • Assigned, not assumed. Every deadline has an owner, so nothing sits in a gap between staff.
  • Nothing slips. Reminders fire ahead of the date, not after the penalty letter.
Where the hours disappear

The three things that slow an accounting firm down, and how HotKup ends each one.

01 / Documents

Stop hunting through inboxes for last year's paperwork.

Statements, signed engagement letters, FICA documents, prior returns. In most firms they are scattered across email, WhatsApp, and shared drives. In HotKup they live on the client record, where the whole team can find them in seconds.

  • Every email and document logged against the client, automatically.
  • One timeline of calls, notes, and files. Scroll back through the whole relationship.
  • A staff member leaves and the history stays with the firm.
Letters of engagement, bank statements, prior returns: all on the client.
02 / Recurring work

Build a filing process once. Run it every cycle.

VAT, provisional tax, annual returns. The steps are the same every period, so why rebuild them by hand each time? Map the workflow once and HotKup runs it for every client, every cycle, with owners and due dates attached.

  • Stages with owners and timing: prepare, review, submit, archive.
  • Client request emails fire on their own at the right stage.
  • When one return is filed, the next period's work starts itself.
Prepare → review → submit, the same every period.
03 / Onboarding

Onboard a new client without the document chase.

New clients arrive with a pile of missing information. Send one HotKup form and the details, entity records, and documents you need come back to you, attached to the client from day one. No back-and-forth, no chasing.

  • Collect FICA documents, entity details, and prior returns up front.
  • Responses land straight on the client record, ready to work.
  • Track who has completed onboarding and who still needs a nudge.
One form collects everything a new client needs to hand over.
The view from the top

Know the state of the whole practice at a glance.

During filing season the questions never stop: what is outstanding, who is overloaded, which returns are at risk. HotKup answers them on a live dashboard, without a single manual report.

  • Outstanding work per client and per filing type, always current.
  • Workload by team member, so you can rebalance before someone drowns.
  • Overdue items surface on their own, while they are still fixable.
See what is at risk this season, not after the deadline.
Built around your reality

Made for how accounting firms actually run.

Many entities, one client

A single client can be a company, a trust, and three directors. Keep the related entities and their documents connected, not scattered across separate files.

Season and steady state

Tax season spikes the workload, but compliance never stops. HotKup handles the surge and the year-round recurring work in the same place.

Records that outlast staff

Client context, history, and documents belong to the firm. When a bookkeeper moves on, nothing walks out the door with them.

Your deadlines do not move. Your clients should not either.

See how HotKup keeps every client organised, compliant, and on time, in one walkthrough built around an accounting practice.

Book a Demo → See Pricing