Frequently asked questions

Xero, QuickBooks and Sage are generic accounting software, while GhostPractice and AJS are specialist South African legal software. Regardless of what you use, somebody still has to type in all the work, gather the paperwork, and reconcile the bank statements. Bill starts a step earlier and ends a step later; it captures your work and data at source – in your calendar, email, or WhatsApp – and we reconcile your books, ready for you to review.

We do. Our own team keeps your books and files your returns, led by Ricky, who is an attorney and a tax practitioner – not a call centre, and not a junior you never meet. The software does the capture so that the human time goes on the parts that need judgement.

No. Bill drafts your time entries and expenses from your email, calendar and WhatsApp, and you approve them. Nothing is billed or sent to a client until you say so.

On Solo practice, your provisional and income tax returns, and VAT returns if you are registered. Law firm adds the monthly PAYE, UIF and SDL return (EMP201) and CIPC annual returns and beneficial ownership filings, and we facilitate your financial statements review or audit and your trust audit.

Yes. Connect your Xero organisation and you can send your invoices from Bill to Xero. When an invoice is paid in Xero, Bill marks it as paid, so the two stay in step without anything being typed in twice.

Yes. We facilitate your trust audit and gather everything your auditor asks for. If your books have been on Bill through the year, the trust reconciliations and records are already in place and the audit is a straightforward exercise rather than a scramble.

Our POPIA compliance has been independently assessed. Your data is stored in South Africa, in Google Cloud’s Johannesburg region. It is encrypted in transit and at rest, access is limited to authorised people and systems on a least-privilege basis, and there are automated daily backups with point-in-time recovery. Some processing, including the AI features, runs on infrastructure outside South Africa under the safeguards POPIA section 72 requires. The full detail is in our privacy policy.

Bill reads your inbox to draft time entries and pick up invoices, and nothing else. Data received from Google Workspace APIs is used in line with the Google API Services User Data Policy, including its Limited Use requirements. TAC Security assessed Bill’s application in April 2026 as part of Google’s CASA Tier 2 requirement for access to Gmail data. You can disconnect an inbox at any time from your settings.

Gmail and Google Calendar, Outlook and Microsoft 365 mail and calendar, and most other email accounts through IMAP. You can connect more than one, and disconnect any of them at any time from your settings.

Yes. The billing software is free for 14 days for up to two users, and no card is required. Bookkeeping and tax start with a call, so we can work out what your practice needs.

Yes, and we do the moving. Send us whatever you have – a spreadsheet, an export from another practice management system, a folder of PDF invoices, or your bank statements – we’ll load your clients, matters, rates and unpaid invoices before you start.

No. Subscriptions run month to month. You can cancel at any time from the Subscription tab in your settings or by emailing us, and your access continues to the end of the billing period you have paid for. If you cancel within one calendar month of your first payment, you can ask for a full refund of everything you have paid. You can export your data at any time. The terms are in our refund policy.