SmartPractice
SmartPractice (Pty) Ltd is a South African cloud SaaS company that sells modular practice management, document management, compliance, time tracking, and debtor software to small and medium accounting firms, with accredited integrations into Sage and Xero.
- Company typePrivate
- Founded2017
- HeadquartersGraaff-Reinet, South Africa
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SmartPractice does
SmartPractice (Pty) Ltd is a South African privately-held software company that develops and sells cloud-based practice management software for accounting firms, founded by practicing accountants Arend and Casper De Waal who originally built the platform for their own firm before commercializing it. The product is a modular SaaS suite covering practice planning and compliance tracking (PlanSmart), document management and a client portal (DocShareSmart), time tracking and billing (TimeSmart), debtor management (DebtorSmart), client communication and CRM (ClientSmart), cross-module reporting, and an add-on company secretarial module (SecSmart). A separately operated but data-integrated system, DreamTax, handles bulk provisional tax submissions via SARS eFiling. The platform is integrated with major accounting back-office systems including Sage One, Sage Pastel Partner and Xpress, Xero, Sage Business Cloud Accounting, and QuickBooks, for which SmartPractice holds accredited Independent Software Vendor status with Sage and Xero.
The company is headquartered in George, Western Cape, with an additional Graaff-Reinet footprint, and operates as a director-led organization of fewer than 10 employees including founders, a head of development, installation specialists, and go-to-market support staff. Distribution is direct via the company website, with no reseller or partner channel; new client acquisition runs through "Request a Profile" and "Contact Us" forms, supplemented by a referral program (SmartPartner) and a WhatsApp user community. Marketing is content-led through a blog, LinkedIn, Facebook, and module-overview videos. The company is POPIA-compliant and uses third-party security infrastructure (1-Grid hosting, Comodo SSL, ESET endpoint protection).
SmartPractice firmographics
Firmographics- Name
- SmartPractice
- Legal name
- SmartPractice (Pty) Ltd
- Website
- https://smartpractice.co.za
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SmartPractice (Pty) Ltd is a South African cloud SaaS company that sells modular practice management, document management, compliance, time tracking, and debtor software to small and medium accounting firms, with accredited integrations into Sage and Xero.
- Ownership category
- akta.pro rank
Where SmartPractice is headquartered
LocationHeadquarters
- HQ city
- Graaff-Reinet
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
SmartPractice business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Subscription - Core Practice Management: Monthly subscription fee for practice management software. Pricing is structured based on the number of activated practice clients (not users), calculated on a sliding scale. All modules are included except SecSmart and DreamTax which run as separate systems. Extra charges apply for additional storage, SMS credits, and custom development requests.
- SecSmart Module: Separate additional charge for SecSmart company secretarial module, billed on the same per-client basis as other modules.
- DreamTax Integration: DreamTax runs as a separate system from SmartPractice with its own pricing structure. Bulk provisional tax submissions with full integration to SARS eFiling.
- SMS Credits: SMS credits are not included in the monthly invoice and remain the responsibility of the Client, billed separately.
- Installation Fees: Extra fees for installation are charged separately from the monthly subscription.
- Custom Development Requests: Custom development requests are excluded from standard monthly fees and billed separately.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Client-based sliding scale subscription - all modules included |
| Subscription | Monthly | SecSmart - separate secretarial module charge |
| Other | One time/ perpetual license | Installation and setup services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
SmartPractice product offering
Product offeringCore offering
SmartPractice develops and sells a cloud-based accounting practice management software platform built by practicing accountants for accounting practices. The platform bundles modules for practice management, document handling, time tracking, debtor management, client communication, reporting, and tax compliance planning. Pricing is structured per activated practice client (sliding scale) rather than per user, allowing practices to grow without proportional software cost increases. SecSmart (company secretarial) and DreamTax (bulk SARS provisional tax submissions) are sold as separately priced systems.
Product overview
SmartPractice is a cloud-based accounting practice management software platform developed and provided by SmartPractice (Pty) Ltd, a South African company founded by practicing accountants. The platform operates as a unified core product with an integrated suite of modules including PlanSmart (practice planning and compliance), DebtorSmart (debtor management), DocShareSmart (document management and client portal), TimeSmart (time tracking and billing), Reporting (cross-module analytics), ClientSmart (CRM and bulk communication), and SecSmart (company secretarial — add-on). DreamTax (bulk provisional tax submissions via SARS eFiling) runs as a separate but data-connected system. Pricing is per activated practice client on a sliding scale, not per user. All modules are included in the monthly fee except SecSmart and DreamTax which are charged separately, alongside extra storage and SMS.
Differentiator
Problem solved
Functional benefit
Brands
- DreamTax: Bulk provisional tax submission system with full integration to SARS eFiling. Runs as a separate system from SmartPractice.
- SecSmart
Products and services
- SmartPractice Practice Management Platform Cloud-based accounting practice management software platform built by accountants for accountants, bundling modules for task and workflow management, document handling, time and billing, debtor management, client communication, and cross-module reporting. Priced per activated practice client on a sliding scale rather than per user.
- SecSmart Cloud-based company secretarial system covering beneficial ownership management, share certificates, transfers, allotments and buybacks, trust administration (Bewind, Curatorship, Administrative Assistance), and a meetings module with SMS/email invitations and electronic minute authorisation. Sold as a separately priced system alongside SmartPractice.
- DreamTax Bulk provisional tax submission system with full integration to SARS eFiling for South African tax practitioners. Runs as a separate system from SmartPractice with its own pricing and data exchange.
Quantifiable outcome
- Increased billing and time savings through document-driven client access system
- +3 more outcomes
Companies that use SmartPractice
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles2 records
SmartPractice technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature9 records
SmartPractice partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Sage AccountingcoreAccredited Sage Independent Software Vendor with full integration to Sage One and Sage Pastel products. Data exchange includes invoicing and accounting records synchronization.
- XerocoreAccredited Xero Independent Software Vendor with full integration. Supports bidirectional data exchange including invoice processing.
- Sage PastelcorePartial/one-way integration with Sage Pastel Partner and Xpress products. Supports invoice batch import functionality.
- 1-GridcoreCloud hosting provider using 1-Grid SSL Certificate for client data protection. Part of SmartPractice's security infrastructure.
- Comodo Security SolutionscoreEnd-to-end encryption provider adding secure 'HTTPS' protection to URLs. Data encrypted is made useless to hackers.
- ESETcoreESET File Server Security protects servers from viruses, malware, and ransomware. Part of comprehensive security infrastructure.
Scale indicators1 record
Recent moves5 records
Expansion highlights6 records
SmartPractice competitors and assessment
Company assessmentDirect peers
- Canopy: Canopy provides practice management software for accounting firms, including document management, client CRM, workflow, and a client portal. Its integrated suite approach and SMB-focused accounting-firm customer base make it a strong direct comparable.
- Financial Cents: Financial Cents is accounting practice management software offering workflow automation, time tracking, client communication, and reporting for accounting firms. Its module mix and SMB accounting-firm customer closely parallel SmartPractice's offering.
- TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms, offering CRM, document management, workflow, billing, and client portal modules. It is the closest global direct peer to SmartPractice in terms of integrated module suite targeting accounting practices.
- Practice Ignition: Practice Ignition is a client engagement and workflow platform for accounting and bookkeeping firms, automating proposals, onboarding, billing, and workflows. It targets the same accountant SMB segment with overlapping practice-management capabilities.
- Suralink: Suralink provides workflow, document request, and progress-tracking tools specifically for accounting firms during audit and tax engagements. Its narrow focus on accounting-firm workflows makes it a comparable emerging peer.
- Karbon: Karbon is a workflow and practice management SaaS built specifically for accounting firms, with features for client communication, work management, and team collaboration. Its target customer and bundled workflow positioning closely mirror SmartPractice's value proposition.
Broad incumbents
- Sage Practice Solutions: Sage Practice Solutions is Sage's own practice management suite for accountants using Sage One and Sage Pastel. As SmartPractice's other core integration partner, Sage represents the most relevant broad incumbent in the South African and adjacent markets.
- IRIS Software Group: IRIS Software Group provides practice management, accountancy, and tax software to accounting firms, primarily in the UK and Ireland. As a long-established practice-management vendor with comparable module breadth, it is a relevant broad incumbent comparable.
- Xero Practice Manager: Xero Practice Manager is Xero's native practice-management offering bundled with the Xero accounting platform. As a core integration partner of SmartPractice and broader incumbent, it is the most relevant established competitor to benchmark against.
- Wolters Kluwer CCH iFirm: CCH iFirm is Wolters Kluwer's practice management suite for accounting and tax firms, offering workflow, document management, and client portal modules. Its global scale and integrated suite make it a relevant broad incumbent comparable to SmartPractice.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
SmartPractice social profiles
Digital presenceSmartPractice compliance and trust
Trust signalCompliance2 records
SmartPractice financial estimates
Financial estimateRevenue estimate
Valuation estimate
SmartPractice leadership team
Management profileNumber of profiles
Profiles8 records
SmartPractice funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SmartPractice M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SmartPractice
What does SmartPractice do?
SmartPractice develops and sells a cloud-based accounting practice management software platform built by practicing accountants for accounting practices. The platform bundles modules for practice management, document handling, time tracking, debtor management, client communication, reporting, and tax compliance planning. Pricing is structured per activated practice client (sliding scale) rather than per user, allowing practices to grow without proportional software cost increases. SecSmart (company secretarial) and DreamTax (bulk SARS provisional tax submissions) are sold as separately priced systems.
Is SmartPractice a public or private company?
SmartPractice is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SmartPractice founded?
SmartPractice was founded in 2017. It employs 1 to 10 people.
Where is SmartPractice based?
SmartPractice is headquartered in Graaff-Reinet, South Africa, in the Africa region.
How does SmartPractice make money?
Six revenue lines are on record. Subscription - Core Practice Management is the primary driver. The others are secSmart Module, dreamTax Integration, SMS Credits, installation Fees and custom Development Requests.
Who are SmartPractice's main competitors?
Direct peers on record are Canopy, Financial Cents, TaxDome, Practice Ignition, Suralink and Karbon. Broad incumbents are Sage Practice Solutions, IRIS Software Group, Xero Practice Manager and Wolters Kluwer CCH iFirm.
Does SmartPractice have an API?
No public API is recorded for SmartPractice.