Billing, trust accounting and tax for law firms.

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.

Full service makes us your outsourced finance department. We do the bookkeeping for your business and trust accounts, so you receive monthly management accounts and trust reconciliations. We file your tax and CIPC returns and facilitate your audits. The rest depends on what your practice needs, and we agree it in your quote, along with the turnaround times you can hold us to.

We do. Our own team keeps your books and files your returns, led by Ricky, who is an attorney and a tax practitioner. The software does the capture so that the human time goes on the parts that need judgement.

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.

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.