Practice Core
Clients, compliance calendar, tasks, in-app & email reminders
What it does
New OCR that reads SARS, CIPC, CIDB & B-BBEE documents
Every client. Every regulator. Never late.
mandm-comply calculates every statutory deadline for every client across 28 South African regulators, reads the documents you upload, and chases staff and clients until it is filed.
30-day free trial No card required POPIA-ready, tenant-isolated
One calendar for every regulator your clients answer to
…and 15 more, including the Department of Employment and Labour, SETAs, ICASA, the Master's Office and Stats SA.
The problem
Compliance does not fail on hard work. It fails on a date nobody was watching.
A practice with 200 clients is tracking thousands of deadlines across bodies that all count differently — and one missed date costs more than a year of software.
Spreadsheets & memory
- VAT categories, year-ends and anniversaries worked out by hand — per client, every cycle.
- CIDB gradings, tax clearance PINs and B-BBEE certificates lapse the week before a tender closes.
- Admin penalties of R250 – R16 000 a month, quietly compounding on a return no one owned.
- Partners chasing staff, staff chasing clients, and nobody sure what was actually submitted.
With mandm-comply
- Dates calculate themselves from each client's profile — and roll for weekends and SA public holidays.
- Every licence and certificate has an expiry clock, with the renewal scheduled before it matters.
- Reminders escalate at 30, 14, 7, 3 and 1 days before, then daily once overdue — to staff and, if you want, to clients.
- One status for every obligation, with its checklist, reference number and activity trail — and the proof of submission filed next to it in the Document Vault.
186+statutory services in the catalogue
28regulators & bodies tracked
13modules — pay only for what you use
0deadlines left to memory
Modules
Everything a practice runs on. Switch on what you need.
Start with tax and secretarial, add construction, health or sector licences when a client needs them. Every module shares one client record and one calendar.
SARS Tax Compliance
ITR12/14, IRP6, VAT201, EMP201/501, TCS, disputes, PBO
What it doesCIPC & Secretarial
Annual returns, beneficial ownership, director & share changes, IP renewals
What it doesLabour & Payroll Compliance
UIF, COIDA ROE & Letter of Good Standing, EE reports, SETA WSP/ATR
What it doesTender Readiness (B-BBEE & CSD)
BEE affidavits & certificates, CSD verification, tender pack expiry tracking
What it doesConstruction (CIDB & NHBRC)
Contractor grading renewals, annual updates, home-builder registration & enrolments
What it doesHealth Products (SAHPRA)
Section 22C & medical-device establishment licences, retention fees, pharmacy bodies
What it doesSector Licences Pack
PSiRA, FSCA, NCR, liquor, transport, energy, ICASA, PPRA, CSOS, visas & permits
What it doesGovernance & AML Pack
FIC / goAML, POPIA & PAIA, NPO, trusts (Master), professional bodies, Stats SA
What it doesDocument Vault & OCR
Auto-read SARS, CIPC, BEE, CIDB, NHBRC… documents; extract numbers & expiry dates
What it doesBank Statement Intelligence
Parse SA bank statements, auto-categorise, income statement, VAT, cash-flow & ratio reports
What it doesTime, WIP & Billing
Timesheets, charge-out rates, WIP and client invoicing
What it doesClient Portal & Document Requests
Tokenised upload links, checklists and automatic chasing
What it doesSMS & WhatsApp Reminders
Deadline nudges to staff and clients beyond email (credits apply)
What it doesSomething we do not list?
Add your own recurring services — municipal licences, retainers, internal reviews — with their own due-date rule, and they join the same calendar and reminders.
Start your free trial
Built for the whole practice
Start your free trial
Partners see the risk. Staff see their day. Clients see what you need from them.
One client record drives the calendar, the document vault, the workpapers and the invoice — so nobody re-keys a registration number or wonders which version of the list is current.
Partner dashboardOverdue, at-risk and expiring items across the firm, by team member and by client.
Staff work queuesEach person's obligations and tasks in date order, with working papers on each obligation.
Client document requestsA secure upload link with a checklist — reminded automatically until it is complete.
Time, WIP & billingRecord time against the obligation and invoice it without leaving the client.
How it works
From client list to a living compliance calendar in an afternoon.
Add your clients
Entity type, year-end, VAT category, employees, registrations. mandm-comply suggests the services each one needs.
The engine sets the dates
Every filing and renewal is scheduled 13 months ahead using the statutory rule — not a date someone typed.
Upload, and OCR reads it
Drop a certificate or notice in the vault. Numbers, grades and expiry dates land on the client record automatically.
Reminders do the chasing
Staff get nudged, clients get document requests with an upload link, and partners get a daily digest of what is overdue and due across the firm.
Document Vault & OCR
Your filing cabinet finally reads its own documents.
Scanned or digital, mandm-comply recognises the document, pulls out what matters and updates the client — so the expiry date on a certificate becomes a deadline on the calendar without anyone retyping it.
- Knows SA paperwork: tax clearance PINs, CIPC certificates, B-BBEE affidavits, CIDB & NHBRC, COIDA letters of good standing, SARS notices.
- Extracts and applies: registration numbers, grades, issue and expiry dates — with an OCR confidence score and one-click review.
- Clients upload for you through a secure link. No login, no email attachments, nothing lost.
Bank Statement Intelligence
From a downloaded bank statement to management accounts before the coffee is cold.
Import digital PDF statements, or the CSV, Excel and OFX exports, from the major SA banks. Transactions are parsed, balance-checked and categorised by rules that learn every time you correct one.
- Auto-categorisation against an SME chart of accounts, with the VAT treatment set on every categorised line.
- Instant reports: income statement, VAT input/output workings, cash-flow, margins and cash runway — exportable to Excel and PDF.
- Learns per client: re-categorise once and the rule applies to every matching transaction from then on.
Coverage
28 authorities. 186 services. One source of truth.
Built and maintained for South Africa — from the SARS filing season to PSiRA renewals — and updated centrally when the rules change.
Practice / Internal20 services
SARS43 services
SARS TEU (PBO)3 services
CIPC21 services
Employment & Labour11 services
SETA2 services
B-BBEE3 services
CSD3 services
CIDB4 services
NHBRC4 services
SAHPRA / Health6 services
PSIRA5 services
FSCA6 services
NCR4 services
Licences & Permits5 services
Transport4 services
DMRE / NERSA3 services
ICASA3 services
ITAC / Trade2 services
Home Affairs2 services
CSOS4 services
PPRA2 services
FIC4 services
Information Regulator4 services
NPO Directorate3 services
Master's Office5 services
Professional Bodies9 services
Stats SA1 service
Security & POPIA
Client data treated like client money.
You are a responsible party under POPIA and an accountable institution under FICA. The platform is built so you can prove it.
Hard tenant isolation
Every record is scoped to your firm at the query layer. No shared client lists, no cross-firm search.
Roles & permissions
Owner, manager, accountant, clerk, read-only — or build your own. Staff see what their role allows.
Audit trail you can export
Sign-ins and changes to clients, obligations, documents, billing and settings are logged with the user, time and IP address — exportable to CSV for your regulator or insurer.
Hardened sign-in
Salted password hashing, brute-force lockout, CSRF protection on every form, and HttpOnly, SameSite session cookies over HTTPS.
Safe client uploads
Clients send documents through single-purpose tokenised links — never through an inbox.
POPIA & FICA built in
Onboarding checklists for consent, FICA verification, beneficial ownership and risk rating on every client.
FAQ
Questions practices ask first
Still deciding?Write to support@mandm-comply.co.za — a person answers.
Accounting, tax, payroll and company-secretarial practices in South Africa — from sole practitioners to multi-branch firms — that look after statutory compliance for many clients at once.
Each service in the catalogue carries a statutory rule: monthly, per VAT category, an offset from financial year-end, an anniversary plus business days, fixed calendar dates or a registration expiry. The engine applies the rule to each client profile and rolls dates for weekends and South African public holidays, including proclaimed days.
SARS, CIPC, the Department of Employment and Labour (UIF, COIDA, EE), SETAs, B-BBEE, CSD, CIDB, NHBRC, SAHPRA, PSiRA, FSCA, NCR, FIC, the Information Regulator, the NPO Directorate, the Master’s Office and more — 28 in total. You can also add your own custom services.
Digital and scanned PDFs and images. It recognises common South African compliance documents, extracts registration numbers, grades and issue / expiry dates, matches the client and updates the registration when the identifiers on the document agree with the client record — with an OCR confidence score, and a setting that holds every change for review first.
Yes. Every plan includes the core practice tools. Compliance packs and intelligence modules are included by plan or can be added individually, month to month.
Each firm is an isolated tenant, access is role-based, every change is audit-logged and passwords are salted and hashed. You remain the responsible party; we act as your operator and give you the tooling to evidence consent, FICA and retention.
Never explain a late penalty to a client again.
Set up your first clients in minutes and watch the next 13 months of deadlines appear. Plans from R 499 a month, excl. VAT.