Is Engagement Files POPIA compliant?

Yes. Engagement Files is built with POPIA compliance at its core. All data is stored securely, access is role-based, and a complete audit trail is maintained for every engagement.

Is Engagement Files suitable for South African accounting firms?

Absolutely. Engagement Files is built specifically for South African professional services firms including audit practices, accounting firms, and legal firms. It supports SARS-related document management and IRBA-aligned audit workflows.

How much does Engagement Files cost?

Engagement Files charges R449 per engagement with no monthly subscription fees. This makes it cost-effective for firms of all sizes.

Engagement Files

Engagement Files is a dedicated client portal for audit, accounting, and legal firms. Collect documents faster, maintain POPIA-compliant audit trails, and deliver professional engagements on time.

Pages

Billing — Billing on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Book A Demo — Book ADemo on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Client Onboarding — Client Onboarding on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Client Portal — Client Portal on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Clients — Clients on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Create Engagement — Create Engagement on Engagement Files. Engagement Files is a dedicated client portal for audit, accounting, and legal f.
Dashboard — Dashboard on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Documents — Documents on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Engagement Detail — Engagement Detail on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Engagements — Engagements on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Firm Setup — Firm Setup on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Notifications — Notifications on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
POPIA Compliance — POPIACompliance on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Payment Callback — Payment Callback on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Privacy Terms — A professional web application for audit and accounting firms to streamline client information and document requests during audit engagements.
Role Selection — Role Selection on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Settings — Settings on Engagement Files. A professional web application for audit and accounting firms to streamline clie.
Team — Team on Engagement Files. A professional web application for audit and accounting firms to streamline clie.