Practice management & cloud accounting · South Africa

Your entire practice,
unified.

Virta runs a South African accounting practice end to end — proposals, engagement, workflow, deadlines and client communication — and keeps your clients’ books in the same place. Take either half on its own, or both on one login.

No card required · Built and supported in South Africa

Virta · Dashboard
● System healthy 8 deadlines this week 3 awaiting approval
VAT201 — Acme Pty
Due 25 Jun
Annual statements — Byte CC
In progress
Payroll — Cobalt Trust
Done
24
Active jobs
5
Open queries
12 days
Trial ends
If you are an accounting firm

Run the practice, keep the books, or both

Two halves, and you take either on its own — the choice is one click at sign-up, and adding the other later changes nothing you have already captured. Compare the two →

Or both, on one login. That is the version this was designed for — the invoice you raise a client lands in your own debtors ledger, and the books you keep feed their annual financial statements without an export in between.

Compare & price it

Not an accounting firm? If you run a business and want to keep your own books — and invite your accountant in — that is a flat R199 a month with unlimited users.

For businesses →
One login

Replace the patchwork of spreadsheets, generic tools and disconnected apps.

SA-first

SARS, CIPC, ISRS 4410 and IFRS for SMEs — built to South African standards, not a foreign tool retro-fitted.

AI built in

Drafting, intake and trial-balance mapping accelerated by AI where it earns its keep.

The whole engagement lifecycle

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 — all of it able to read straight from the books when you keep them here too. Payroll is in build.

  • Financial statements & mgmt accounts
  • Tax & SARS/CIPC tools
  • Provisional & asset tax
  • Payroll — in build

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
Your practice toolkit

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.

✓ Annual Financial Statements
✓ Management Accounts
✓ Fixed Asset Register
✓ SA Tax Suite
✓ Provisional Tax
✓ TB Drift Check
✓ Bank Statement Converter
✓ CIPC Company Search
✓ SARS Correspondence
✓ Share Certificates
✓ B-BBEE Affidavit
Templates & letters

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 library
    Curated email & letter templates, ready to use as-is.
  • Save & reuse
    Turn any letter or email into a reusable template.
  • AI or do-it-yourself
    Draft with AI, or write it yourself — your call.
  • On letterhead, signed
    Auto-branded with your logo, footer and signature.
Virta

Ready to run your whole practice in one place?

Start a free 14-day trial, or book a walkthrough with the team.