Your entire practice,
unified.
Virta is the practice operating system for South African accountants. From the first proposal to the signed annual financial statements — proposals, engagement, workflow, compliance and client communication in one place.
No card required · Built and supported in South Africa
Replace the patchwork of spreadsheets, generic tools and disconnected apps.
SARS, CIPC, ISRS 4410 and IFRS for SMEs — built to South African standards, not a foreign tool retro-fitted.
Drafting, intake and trial-balance mapping accelerated by AI where it earns its keep.
From pitch to compliance, without switching tools
Most firms stitch together a CRM, an e-sign tool, a workflow app and a pile of Excel. Virta is the one platform that does the lot — and understands South African practice.
Win the work
Track prospects through a pipeline, then convert them: branded proposals with bundle pricing and an online acceptance portal, AI-assisted intake, and engagement letters that generate from the proposal you just signed — ready to sign electronically.
- Prospect pipeline
- Proposals & quotes
- Engagement letters
- E-signatures
Run the practice
Every client, job and deadline in one customisable grid, with a firm-wide compliance dashboard and reports so nothing slips. Compliance deadlines auto-spawn the right recurring jobs; assign staff per function, log time, work through to-dos, collect information with custom forms, chase outstanding client queries, and keep clients moving through multi-step work with shared engagement trackers.
- Jobs, deadlines & dashboard
- Time & to-dos
- Engagement trackers
- Queries & forms
Do the compliance
The South African toolkit built in, not bolted on: annual financial statements, management accounts, asset registers, tax calcs and the SARS/CIPC busywork — with payroll and a full accounting suite on the way.
- Financial statements & mgmt accounts
- Tax & SARS/CIPC tools
- Provisional & asset tax
- Payroll & accounting suite — soon
Communicate
Two-way email from your own mailbox: a shared practice inbox triages what comes in, while the outbox queues outgoing correspondence for review. Schedule sends, run bulk campaigns and recurring per-client reminders — with a full audit trail of everything that left the firm and a secure portal for documents and approvals.
- Practice inbox & outbox
- Scheduled, bulk & recurring
- Per-client reminders
- Secure portal
Every tool your practice will ever need
No add-ons, no separate logins. The tools you reach for every month are part of the platform.
Polished letters and emails, in seconds
Start from a library of ready-made email and letter templates, or build your own — with or without AI — and save them for reuse. Letters come out on your letterhead, signed, and ready to send.
- Ready-made libraryCurated email & letter templates, ready to use as-is.
- Save & reuseTurn any letter or email into a reusable template.
- AI or do-it-yourselfDraft with AI, or write it yourself — your call.
- On letterhead, signedAuto-branded with your logo, footer and signature.
Ready to run your whole practice in one place?
Start a free 14-day trial, or book a walkthrough with the team.