A deadline missed in your name
When a return slips, the software doesn’t answer for it. You do, to your client, with a penalty attached. Deadlines scattered across spreadsheets and memory are deadlines waiting to be missed.
Why switch
Spend less time chasing compliance. Stay in complete control.
Practicore does the grunt work: it reads the bank statement, requests the missing documents, and tracks every deadline. Then it hands the decision back to you. It automates the admin, not the judgement. Nothing is filed in your name without you, your clients’ data stays in South Africa, and it never reaches a foreign AI. Compliance with automation underneath, not compliance on autopilot.
No contract · unlimited clients, never metered · data stays in South Africa
The real cost
What staying put is costing you.
Every month on your current setup, your practice absorbs costs that never show up on an invoice.
Hours lost to work software should do
Retyping bank statements line by line. Chasing the same client for the same document three times. Billable evenings spent on data entry.
Not knowing where your data lives
Ask your current setup where a specific client’s documents are physically stored, and under whose law. If you can’t answer confidently, that’s a cost too, one you feel the day someone asks.
Lock-in with no clean way out
The more a tool holds, the harder it is to leave, especially when your data won’t come back out in a usable format. Consolidation shouldn’t mean captivity.
The difference that lasts
The rows other platforms leave blank.
Everyone ticks “POPIA compliant,” and hosting in South Africa is fast becoming table stakes. Here is the axis worth judging us on.
| Capability | Practicore | Typical all-in-one |
|---|---|---|
| Every field is backed by its source document, and hand-edits are flagged | ✓ | — |
| Client data never reaches a foreign AI (tokenised prompts, in-region inference) | ✓ | — |
| The AI suggests; it never writes to the record | ✓ | — |
| You approve and submit every filing | ✓ | Auto-submits for you |
| We never hold your login credentials to file for you | ✓ | Stores your credentials |
| Free open-format export, any time | ✓ | — |
Before and after
Your practice today vs on Practicore.
A realistic picture of what changes on day one.
Your practice today
- Chase clients for documents over WhatsApp and email, and hope they reply
- Retype every bank statement by hand
- Retype the same client details into every portal and form
- Hope no deadline slipped through the cracks
- No idea which figures are backed by a real document
- “Did anyone actually check this?”
On Practicore
- Document requests go out from the deadline they belong to, and reminders run on a schedule you set once
- The PDF is read and reconciled for you
- Practicore Anywhere drops the client’s details into any website, field by field. You review and submit
- The compliance calendar owns every deadline
- Every field is linked to its source document, and hand-edits are flagged
- Nothing is finalised until a practitioner approves it, with an audit trail
By the numbers
Control, by design.
Not marketing promises. This is how the product is built.
0
forms Practicore submits for you. On any website, its extension brings up the client’s data; you choose what to insert and you press submit.
0
client data sent to a foreign AI. Inference runs in-region.
∞
clients per seat. Never metered per client, document or page.
Documentation-backed by design
Every fact, backed by a document.
Practicore has two doors in: any document, and any CSV. Hand it either one and it tells you what it can do with it, then creates the data for you. You can still type anything by hand. It’s just flagged until a document backs it up.
1
Drop in any document or CSV
A bank statement, an ID, a CIPC letter, a client list. One generic door for documents, one for spreadsheets. No rigid templates.
2
Practicore reads it and suggests
It extracts what it finds and proposes what to create or update. You review and accept. Nothing lands on its own.
3
The data is backed, and ready to use
Every field is linked to the document it came from. Then Practicore Anywhere puts it to work on any website.
Edit a backed field by hand and Practicore flags the divergence, so you always know what your documents actually say.
Practicore Anywhere
Your client’s details, one keystroke away on any website.
Registration numbers, directors, VAT number, addresses: the selected client’s knowledge, wherever the work happens. SARS and CIPC, a bank, an insurer, any portal or form.
You choose what goes in each field. It never fills on load, never submits, and never touches credentials. The client’s knowledge, brought to the work, not automation taking the wheel.
- Works on any website, not just SARS or CIPC
- You decide field by field; nothing is submitted for you
- Runs in your own browser session, no stored logins
Company registration number
Type here, or pick a suggestion ▾
2019/123456/07Acme Trading · top match
2015/654321/07Acme Holdings
4820137651VAT number
You pick. Practicore never submits the form.
The switch
How switching actually works.
Most firms are running the same day. No painful migration, no long onboarding call.
1
Start free on one client
Sign up with no card. Run the whole product on one real client before you roll anything out.
Under 5 minutes2
Import your client list
Bring your clients in with a spreadsheet upload.
A CSV upload3
Switch on a deadline pack
Attach a compliance-deadline pack and the calendar starts tracking every date for every client.
Same day4
Start collecting documents
Send your first document request — on any paid plan Practicore emails the client for you, or connect your own mailbox to send as your firm — then set a chase schedule and choose who it reminds, you or them, on the dates you pick.
Live same day
Not only for firms
For internal finance teams.
Running compliance inside a business, across a group of entities?
The same spine works for you: every entity’s deadlines in one calendar, documents in one custody store that stays in South Africa, and an AI that speeds up the grunt work without ever filing in your company’s name without sign-off. One place for the whole group, under your control.
FAQ
The questions firms ask before switching.
What happens to our data from our old tool?
It comes in, and it can come back out. Import your client list from a spreadsheet, upload your documents, and export everything in open formats any time, free. We custody your data; we never hold it hostage.
Is there a contract or a minimum?
No. Start free on one client, stay month-to-month, and clients are never metered. Scale up or leave on your terms.
Will my team actually adopt it?
It’s built so they don’t fight it: every action is within three clicks of the Clients screen, and forms are always editable, with no “view mode / edit mode” dance. Staff pick it up in a session, not a training programme.
Do you file to SARS or CIPC automatically for us?
No, and that’s the point. Practicore Anywhere brings the client’s data to any website you work in, SARS and CIPC included, so you’re not retyping it. You choose what to insert in each field, and you press submit. It never submits a form for you, and never holds your login credentials to do it behind your back. You keep the accountability; the audit trail proves it.
Built by practitioners, not marketers
Software should remove administration, not responsibility.
Practicore wasn’t created to automate away professional judgement. It was built because South African firms spend too much time collecting documents, retyping data and chasing deadlines. We take the admin off your desk and leave the decisions where they belong: with you.
Spend less time chasing. Stay in control.
Join the South African firms running compliance on a platform that does the work, keeps the data in South Africa, and leaves the decisions to you. Start free on one client, or book a walkthrough.
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