Switched on from day one
Choose “Accounting, bookkeeping or tax practice” when you set up your workspace and your workspace starts with these 24 tools, named the way you work. Switch any of them off, or others on, whenever you like.
Work
- TasksEverything assigned to you across projects.
- EngagementsProjects, tasks, boards, templates and dependencies.
- Team ChatChannels, direct messages and threads.
- CalendarEvents, meetings and scheduling.
- DocsShared documents and wiki with live co-editing.
- FilesFiles across projects, tasks, chats and emails.
- FormsPublic intake forms that create tasks.
- E-signaturesSend quotes, leases, mandates and other PDFs for signature by email, with a one-time code, an audit trail and a signed certificate.
People
- ClientsCompanies and people you work with.
- Time trackingLog time against tasks; billable hours and budgets.
- WorkloadCapacity and assignments per person.
- WhatsApp & SMSA shared WhatsApp and SMS inbox, templates and reminders, linked to your customers.
- Intake & consentIntake forms, consent and KYC checklists, with sensitive answers encrypted.
- Client portalA branded portal where your clients see quotes, invoices, jobs and bookings, and upload documents.
Sales
- Products & servicesYour price list of services, products, materials and fees.
- Quotes & invoicesQuotes, tax invoices and credit notes with VAT and PDFs.
- PaymentsPay-now links through your own PayFast, Yoco, Ozow, Paystack or Stripe account, and payment records.
- Billable time & WIPRate cards, unbilled time to invoice, prepaid hours and retainers, and budget alerts.
Insights
In your words
Menus, buttons and documents use the words your business uses. You can rename them in Settings.
| Usually | For you |
|---|---|
| Contacts | Clients |
| Projects | Engagements |
| Tasks | Jobs |
Questions
- Which plan do I need?
- The tools set up for this kind of business, such as products & services, quotes & invoices, payments, WhatsApp & SMS, intake & consent, client portal, need the Business plan (R799 a month) or higher. Mail, projects, chat, calendar and AI work on every plan, and every workspace starts with a 7-day trial of everything.
- Can I change which tools are switched on?
- Yes. These are the starting set for this kind of business. An owner or admin can switch any tool on or off in Settings, and the labels can be renamed too.
- Do shift workers need a full login?
- No. A staff seat costs R6 a month on paid plans and covers compliance and a kiosk PIN, without a mailbox.
Try every feature free for 7 days
No card needed. Pick your kind of business and Workpool switches on the tools it needs. After the trial you stay on the free Starter plan unless you choose a paid one.