Your practice, from the client’s first bank line to the signed statements
Keep clients’ books or bring in their trial balance, build the financial statements, run the review or the audit on the same file, prepare the tax and payroll, and bill the work — with every figure traceable back to where it came from.
Achekam Practice: Run the whole firm on one file: clients, engagements, books, statements, audits, tax and billing. For Accounting and audit firms.
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The problems it solves
- Statements rebuilt from exports every year. The trial balance is imported or read straight from the client’s books in Achekam, mapped once, and the statements are built from it — not retyped into a separate tool.
- Nobody can show why a figure is what it is. Proof of Figure opens the trail behind any line of the statements: the accounts, how each was mapped, the journals and where each journal came from.
- Review notes and evidence spread across e-mail. Working papers, review notes, client requests and sign-offs live on the engagement, with the evidence filed where the procedure is.
- Time that never becomes an invoice. Time is captured against the engagement, becomes work in progress, and is billed — with write-downs approved by someone other than the person who asked.
What it includes
Clients and engagements
- Clients and Client 360 — Every client with its contacts, services, engagements, books and history in one place.
- Engagements and work — Engagement types, deliverables, work items, desks and review hand-offs.
- Time, leave and capacity — Timesheets and timers, leave, and who has room for the next file.
- Leads, proposals and engagement letters — A pipeline for new work, proposals and engagement letters sent for signature.
Books and financial statements
- Client books — Keep a client’s books in the client’s own Achekam books, with the firm’s access governed by its appointment.
- Financial intake and trial balances — Trial balances from files or from the books, mapped and checked before they reach a statement.
- Financial statements — Statements and notes built from the trial balance, reviewed, signed and issued as a locked version.
- iXBRL — The issued statements prepared in iXBRL for CIPC.
Assurance
- Working papers — Papers generated from the methodology for compilations, reviews and audits, with review notes and sign-offs.
- Statutory audit — ISA audits with analytics, confirmations, controls and group audits.
- Quality management — ISQM 1 registers, consultations and differences of opinion.
- Reviewer and auditor listing — List the firm to receive review and audit requests from businesses on Achekam.
Tax and payroll
- Tax compliance — Returns prepared, reviewed and approved as versions, with assessments, correspondence and disputes on the client’s file.
- Payroll bureau — Pay runs for the firm and for clients, with the monthly and year-end returns prepared.
The client’s side
- Client requests — Requests for documents and answers, with reminders and a record of what each recipient did.
- Vault, sharing and e-signing — Folders and versions, shares by link, and documents signed with a completion certificate.
- Client portal — One place for the client to answer requests, review the statements and sign.
Billing
- Invoicing and work in progress — Time and fees become work in progress, then invoices, from rate cards and arrangements.
- Recurring fees and online payment — Retainers and schedules billed on their dates, paid online through the gateways the firm enables.
How it works
- Create the firm’s workspace. Choose a Practice plan and invite the team; each person gets the role they work in.
- Add a client and its engagement. The engagement type sets the work, the papers and the deliverables.
- Bring in the numbers. Keep the client’s books here, or import the trial balance the client’s own system produced.
- Build, review and sign. Statements, papers and review notes on one file; the issued version is locked and sealed.
- Bill the work. Time and fees become invoices the client can pay online.
Key capabilities
- Audit and working papers — Compilation, review and audit papers generated from the methodology, worked, reviewed and locked on one file.
- Financial statements and iXBRL — Statements and notes built from the trial balance, reviewed by the client, signed, sealed and prepared in iXBRL.
- Accounting and bank — Clients’ books kept in their own Achekam books: bank statements in any layout, rules, AI suggestions a person accepts, reconciliation.
- Tax and payroll bureau — Returns prepared, reviewed and approved as versions; payroll for the firm and its clients with the returns prepared.
- Practice and billing — Engagements, work, time, capacity and decisions in one place; time and fees billed as work in progress and invoices.
- Client portal — Requests, documents, statement review and e-signing for the client, with a record of what every recipient did.
The platform foundation
Every Practice workspace runs on the shared foundation: sign-in with two-factor and single sign-on, the document vault, the automation centre, governed AI that drafts while people decide, the professional inbox, and the firm’s data held apart from every other firm’s in the database itself.
Plans
| Plan | For | Monthly | Annual | Trial | Includes |
|---|---|---|---|---|---|
| Starter Practice | Accounting and audit firms | R 250 a month | R 2 500 a year | 14-day free trial | 5 users, 5 client books, 50 GB storage. AI assistant; Automation centre; Credit control; Invoicing; Online payments; Recurring billing |
| Professional Practice | Accounting and audit firms | R 720 a month | R 7 200 a year | 14-day free trial | 10 users, 15 client books, 200 GB storage. AI assistant; Automation centre; Credit control; Invoicing; Online payments; Recurring billing |
| Enterprise Practice | Accounting and audit firms | R 5 400 a month | R 54 000 a year | 14-day free trial | 25 users, 40 client books, 1000 GB storage. AI assistant; Statutory audit; Audit analytics; Confirmations; Controls (ISA 315/330); Group audits |
| Custom Firm Network | Accounting and audit firms | R 1 700 a month | R 17 000 a year | 60-day free trial | 50 users, 100 client books, 5000 GB storage. AI assistant; Bring your own AI key; Reviewer and auditor listing; Request a review or audit; Statutory audit; Audit analytics |
| Independent Reviewer | Accounting and audit firms | R 0 a month | R 0 a year | No trial | 2 users, 10 GB storage. Reviewer and auditor listing; Invoicing; Online payments; Group consolidation; General ledger; Expense claims |
Prices as published today; VAT and billing terms as shown when you sign up.
Questions
- Do we have to keep our clients’ books in Achekam?
- No. Import the trial balance a client’s own accounting system produced, or keep the books in Achekam and build the statements from them. Both reach the same statements and the same papers.
- Which modules does each plan include?
- Each plan card on the pricing page lists what it includes, from the published catalogue. More modules can be added later from the workspace’s add-on marketplace.
- Does Achekam file returns with SARS or CIPC for us?
- No. Returns and statutory submissions are prepared, reviewed and approved in Achekam; a named person at the firm files them on eFiling, uFiling, CF Online or with CIPC, and records the filing.
- Can an external reviewer work on our file?
- Reviews and audits run on the engagement’s working papers with their own sign-offs, and a firm can list itself to receive review and audit requests from businesses on Achekam.
