Practice management, end to end
Everything between landing a client and filing their work — proposals, engagement, workflow, compliance and communication, in one platform built for South African practice.
From first contact to signed engagement
Track prospects through a pipeline, send branded proposals with bundle pricing and an AI-assisted intake, and let the engagement letter generate itself from the proposal the client just accepted — ready to sign online.
- Prospect pipeline
- Proposals & quotes
- Clause library
- AI intake
- Online acceptance
- Engagement letters
- E-signatures
Every job, deadline and hour in one grid
Compliance deadlines auto-spawn the right recurring jobs; assign staff per function, capture time, work through to-dos, collect information with custom forms, chase client queries, and keep multi-step engagements moving with shared trackers — all under a firm-wide compliance dashboard and reports.
Coming soon Automatic billing when a job completes, via Netcash — billing inside your workflow.
- Jobs & service templates
- Deadlines → auto-spawn
- Time tracking
- To-dos
- Custom forms
- Client queries
- Engagement trackers
- Recurring reminders
- Compliance dashboard & reports
- Per-function staff
The South African toolkit, built in
Annual financial statements, management accounts, the asset register, tax calcs and the SARS/CIPC busywork — produced from the same client data, with payroll and a full cloud accounting suite on the way.
- Annual Financial Statements
- Management Accounts
- Fixed Asset Register
- SA Tax Suite
- Provisional Tax
- Bank Statement Converter
- CIPC Company Search
- Share Certificates
- B-BBEE Affidavit
Two-way client communication, on the record
Send from your own Microsoft 365 mailbox (Gmail coming soon). A shared practice inbox triages what comes in; the outbox queues outgoing mail for review, with scheduled, bulk and recurring sends, per-client reminders and a full audit trail. A secure portal handles document requests and approvals.
- Practice inbox
- Outbox & review
- Scheduled / bulk / recurring
- Email & letter templates
- Firm email signature
- Per-client reminders
- Secure client portal
- Audit trail
One platform instead of seven
Virta replaces the patchwork most practices stitch together:
- ✕a separate CRM
- ✕a proposal / quoting tool
- ✕an e-signature tool
- ✕a workflow / practice manager
- ✕a billing system
- ✕tax & financial-statement spreadsheets
- ✕a document portal
The things that tie it together
AI where it earns its keep
Proposal intake, trial-balance mapping, letter drafting and a tax-and-compliance review of the financials — AI assists, you stay in control. Every output is yours to review.
In-app help + Ask Virta AI
A built-in help centre and a grounded assistant that answers from the actual documentation — so staff get unstuck without leaving the screen.
Roles & permissions
Owner / Admin / User roles keep staff in their lane, with per-module permissions across the practice.
Client CRM & documents
Rich client profiles with AI prefill and AI search, CSV/Excel import, a document store and expiring-document tracking with renewal nudges.
Dashboard & compliance reports
A firm-wide health dashboard plus All Deadlines / Overdue / Upcoming / Year-End reports so nothing slips.
Custom forms
Build reusable forms to collect exactly the information a job needs — captured straight into the workflow.
See the platform on your own practice
Book a walkthrough and we'll show you Virta with your kind of clients and work.