This is how your firm moves onto Fintura, step by step.
Practice management · Day one
Most of the set-up is day-one work, and the platform does the heavy lifting.
Sign up for the 30-day free trial and import your clients with almost no manual capture. CCs and Ptys enrich instantly from CIPC, and every other entity type comes in with a simple CSV upload.
Bulk onboarding of entities in under 60 seconds
Pick a type like VAT, PAYE or bookkeeping and Fintura creates the recurring deadlines for you, one client at a time or in bulk across your base. SA business-day rules are applied automatically.
Add your staff members and bulk assign them to your clients. Role-based access means everyone sees what is relevant to them.
Connect your billing account and your email, then toggle on the workflows that run the routine admin for you.
Tax · Your first month
Link SARS eFiling and correspondence starts syncing into your workspace on its own.
Compliance · Your first month
Annual Returns, Beneficial Ownership, amendments and the COIDA Return of Earnings go straight to CIPC and the Department of Employment and Labour, without leaving the platform.
45+ CIPC services automated
Clients, deadlines, team, tax and compliance run in one workspace, instead of a fragmented stack of portals and spreadsheets.
10 hours
saved per accountant per week
R18,000+
per firm per month in unbilled revenue recovered
0
compliance penalties for Fintura users
The 30-day free trial covers the whole platform, so you can walk this journey with your own clients.
You are not doing the move alone. Our team carries the data across and stays with you while your firm settles in.
Send an export of your current client data and our team helps with formatting and import. In most cases it is across within a couple of days.
You get guided onboarding and training, and you can phase your team in, starting with a few users and adding the rest with role-based access.
The free trial covers the whole platform. Start with the module you need first and add the others when you are ready.
100% POPIA compliant, bank-grade encryption
Switching from another platform? Fintura vs DataGrows · Fintura vs SmartPractice · Fintura vs InfoDocs
Rated 5.0 on Capterra across 5 reviews
“We have implemented Fintura in our accounting practice and it has quickly become an essential part of our workflow. The platform is intuitive, easy to navigate, and has significantly improved our efficiency across clients, engagements, tasks and compliance.”
“All in one place, simple and so user friendly. Local, with the best technology to streamline your work, and the customer service has been excellent.”
Everything you need to know before you start. Still curious? Book a demo and we will walk you through it.
Yes. You can start on a 30-day free trial and explore Fintura with a test client before you commit, so you can see how it fits your firm's workflow first.
Yes. We can walk you through a live demo, and we can share a self-guided click-through of the platform so you and your team can explore at your own pace. You can book a demo whenever it suits you.
Most firms are up and running quickly. We help you import your clients, set up your team, and get your first workflows in place, with onboarding support throughout.
Yes. Fintura can pull your company and client details from CIPC, which removes most of the manual capture when you onboard.
Yes. You can onboard clients in bulk, enrich their details from CIPC, and use customisable onboarding forms to standardise the process.
Fintura looks a company up on CIPC by registration number and pulls its record in: company details, directors, addresses, share capital and previous names. Changes at CIPC are typically reflected within about two days, and you refresh a client, or bulk-refresh from the client list, to bring them across.
You provide an export of your current client data and our team helps with formatting and import, so you are not starting from a blank system.
Migration is quoted by our team, because the work varies with the size of the migration. Tell us what you are moving and how much of it there is, and we will come back with a figure.
Migration is quick. In most cases we have your data across and ready within a couple of days, with our team supporting the move.
No. You can start with a few users and add the rest of your team as you go, with role-based access so everyone sees what is relevant to them.
You get guided onboarding and training, plus ongoing support from our team as your firm settles in.
Pricing is modular and granular. You pay per seat for practice management, per company for compliance, and per taxpayer for tax, and you can mix tiers rather than putting your whole firm on one plan, so you only pay for what each part of your practice needs.
Start for free, or book a demo and we will walk you through your firm's first 30 days.
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