"GS Planner offers amazing capabilities for planning and reporting of various engagements, managing teams and deadlines…."
Bridgitte Kriel
Chartered Accountant (S.A.) | BJP Chartered Accountants
GreatSoft brings together real-time insights, secure digital signing, and powerful analytics so your firm runs smarter, faster, and with complete confidence.
Revolutionize your business with innovative & tailored IT solutions designed to drive efficiency, productivity, and growth.
CPAs, accountants and bookkeepers need powerful tools and resources to grow their practices and better serve clients, GreatSoft has you covered.
Highly effective firms use GreatSoft Planner to cut their work-in-progress (WIP) so that they can bill more quickly and cut their lockup so that they can get paid more quickly.
GreatSoft's online document management software will transform the way you communicate and collaborate with your clients. Document management in the cloud.
Real-time dashboards built for GreatSoft users. Get instant visibility into WIP, compliance tracking, resource planning, and financial performance – no IT team required.
Practice Insights
Practice Insights is powered by EMAsphere – a proven analytics engine with 250+ connectors. It transforms your GreatSoft data into the answers partners actually need, with zero technical setup.
Your dashboard homepage, the vital signs of the firm at a glance. Client acquisition vs attrition, revenue trends, and key performance indicators.
Tax deadlines, provisional payments, annual returns, all in one view. See what's coming, what's in progress, and what's at risk.
Who's overloaded? Who has capacity? Balance workloads before they become problems and allocate new work intelligently.
Where operational metrics connect to financial outcomes. WIP and debtors visibility, client profitability, realisation rates, and billing to cash collection.
GS-SIGN
GS Sign is built directly into the GreatSoft platform. Accelerate approvals, eliminate the back-and-forth, and collaborate with clients and colleagues remotely – all from one secure, integrated environment.
Key features:
Instant electronic signatures – no printing needed
Send to multiple signatories simultaneously
Track real-time signing status from your dashboard
Enterprise-grade security and compliance built in
GreatSoft Planner
Take your accountancy firm into the future with GreatSoft Planner – a cloud-based planning tool fully integrated with GreatSoft Practice Management and CRM.
Key features:
Project planning – assign work and manage staff availability with ease
Smart time tracking – automates time capture using real client and project data
Budget control – built-in notifications warn you before overspending occurs
Highly successful teams get work done by using GreatSoft
Client Stories
Our valued customers are at the centre of what we do every day. To benefit from being part of the GreatSoft family, don't hesitate to contact a member of our friendly team today.
"GS Planner offers amazing capabilities for planning and reporting of various engagements, managing teams and deadlines…."
Bridgitte Kriel
Chartered Accountant (S.A.) | BJP Chartered Accountants
"Since we joined GreatSoft ten years ago, we feel part of the GreatSoft family."
Francois Pyper
Managing Partner, BGR
"This system is user friendly and very efficient with regards to the payroll administration process. We implemented the Leave administration system of GreatSoft for our firm. This gives us adequate control procedures over the availability of our staff."
H Park
Professional Accountant (SA)
Talk to us to learn more about our practice cloud solutions.