Fileable
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For accounting and company secretarial practices

Every client company. Every deadline. Actually tracked.

Fileable runs your beneficial ownership and annual return compliance the way your practice actually works — real CIPC formats, an audit-ready register, nothing chased down in a spreadsheet.

Book a walkthrough We onboard your practice directly — no self-serve signup.
On creationCompliance cycle seeded automatically.
Format checkValidated against real CIPC format.
One changeRegister, organogram, and CIPC export update together.
Client register · entryFiled & current
Fynbos Trading (Pty) Ltd
2022/184730/07
Annual ReturnDue in 14 days
Beneficial OwnershipCurrent

Same client. Same deadline.

One row, instead of one mess.

Before — Compliance_Tracker_FINAL_v3.xlsx
Fynbos Trading?? overdue
fynbos trading ptyask sarah
FYNBOS TRADING (PTY)LTDwaiting on doc
→
After — Fileable
Fynbos Trading (Pty) Ltd 2022/184730/07
Due in 14 days

The actual software

Your whole year, on one screen.

Every client company grouped by the month its annual return falls due. Switch between the calendar and the full list — this is the real interface, running right here.

fileable.co.za/compliance-cycles
Year · 2026 All statuses All staff
Overdue Waiting on client Complete In progress

January 1 company

1 active
Vaal Industrial Supplies CC
2015/883017/23 · AR due 2026-03-13
overdue

May 1 company

1 active
Kruger Valley Farming (Pty) Ltd
2014/551203/07 · AR due 2026-06-17
overdue

July 1 company

1 done
Thabo & Associates Consulting (Pty) Ltd
2017/704326/07 · AR due 2026-09-01
complete

August 1 company

1 waiting
Highveld Logistics CC
2016/227941/23 · AR due 2026-09-11
waiting · 9d

September 2 companies

2 active
Cape Coastal Trading (Pty) Ltd
2020/118455/07 · AR due 2026-10-23
in progress
Sandton Property Holdings (Pty) Ltd
2019/662118/07 · AR due 2026-11-06
not started

October 1 company

1 done
Mzansi Digital Solutions (Pty) Ltd
2018/145782/07 · AR due 2026-11-25
complete

November 1 company

1 active
Ubuntu Community Projects NPC
2021/390614/08 · AR due 2026-12-31
in progress
CompanyARBOOverallAR due
Vaal Industrial Supplies CC
2015/883017/23
 not started not started overdue 2026-03-13
Kruger Valley Farming (Pty) Ltd
2014/551203/07
 in progress in progress overdue 2026-06-17
Thabo & Associates Consulting (Pty) Ltd
2017/704326/07
 complete complete complete 2026-09-01
Highveld Logistics CC
2016/227941/23
 in progress in progress waiting on client · 9d 2026-09-11
Cape Coastal Trading (Pty) Ltd
2020/118455/07
 in progress in progress in progress 2026-10-23
Sandton Property Holdings (Pty) Ltd
2019/662118/07
 not started not started not started 2026-11-06
Mzansi Digital Solutions (Pty) Ltd
2018/145782/07
 complete complete complete 2026-11-25
Ubuntu Community Projects NPC
2021/390614/08
 in progress in progress in progress 2026-12-31

Sample data from a demo practice. Your own client list looks the same, with your companies in it.

Companies

One change, everywhere at once

A shareholder change updates three things, not one.

Edit the register once. The organogram and the CIPC export follow automatically.

What else changes with it

  • No re-typing the same change three times across different documents.
  • Every update keeps a dated audit trail — nothing is silently overwritten.
  • Works the same way for (Pty) Ltds, CCs, and NPCs.
Change detectedShareholder update recorded 1 Jul 2026.
Auto-syncOrganogram redrawn — no manual editing.
Export readyCIPC BO export reflects it immediately.
Register change · loggedUpdated
Karoo Fresh Foods CC
2017/458921/23
J. Nkosi24% → 31%
T. Mahlangu51%
● Register ● Organogram ● CIPC export
Trusts

Two obligations, two calendars

A trust's filings aren't a company's AR.

Master's Office and SARS ITR12T are tracked as separate, independent cycles — because they are.

Why it matters

  • A missed Master's filing doesn't affect SARS status, or the reverse.
  • Works for family, business, and testamentary trusts.
  • Master's and SARS reference numbers tracked side by side.
Two clocksMaster's Office and SARS tracked independently.
Never conflatedOne filing doesn't wait on the other.
Own calendarEvery trust gets its own compliance dates.
Trust compliance · entryActive
Botha Family Trust
IT 2144/2011
Master's OfficeFiled
SARS ITR12TDue 28 Feb
Documents

Sent once, signed once

No more attaching the same PDF twice.

Directors and trustees get a signed, view-only link — nothing to forward, nothing to chase.

How access works

  • No login required for the client to view or sign.
  • Links expire automatically after a set period.
  • Works the same for directors, trustees, and beneficiaries.
Signed linkView-only access — nothing to forward.
No chasingDirector signs once, practice moves on.
LoggedEvery pack sent and signed is recorded.
Document pack · sentSigned
Mandate.pdf
Sent to director@fynbos.co.za
Viewed14 Jul, 09:02
Signed14 Jul, 09:14
Certificates

Nobody's retyping a certificate again

Share certificates, issued in one click.

Pull the shareholder straight from the register and generate a print-ready certificate — correct details, correct format, every time.

What you don't do anymore

  • No Word template with last year's shareholder still in it.
  • Natural persons and corporate shareholders both handled.
  • Certificate numbers, share class, and securities pulled from the register — not typed in again.
Pulled from registerHolder, class, and securities — not retyped.
Print readyLandscape A4, signed off and filed.
NumberedCertificate numbering stays sequential.
Share certificate · 002Issued
Fynbos Trading (Pty) Ltd
2022/184730/07
J. Nkosi31 000 shares
Ordinary SharesIssued 14 Jul

Getting started

Three steps, not a rollout.

01

Bring your existing records

Spreadsheets, another system, a folder of PDFs — we import it directly, companies and directors included.

02

Your calendar builds itself

Every company and trust gets its AR and BO cycles scheduled from real incorporation and filing dates.

03

Your team is live

Directors and trustees get their own document packs and register access from day one.

Who this is for

Built for practices, not individual directors.

Fileable is for accounting firms and company secretarial practices managing compliance for a portfolio of client companies and trusts — not a tool aimed at a single business owner filing their own return.

That's also why there's no self-serve signup. We onboard your practice directly, bring your existing client data with you, and set your team up properly from the start.

Your clients' data

You're handing over ID numbers. We treat them like it.

Beneficial ownership records mean South African ID numbers, residential addresses, and shareholding for every client on your book. That's the most sensitive data your practice holds, and it's the first thing you should ask us about.

How it's protected

  • Hosted in South Africa. Your client data doesn't leave the country.
  • Each practice is walled off at the database level. Isolation is enforced automatically on every query — not left to someone remembering to filter — and covered by an automated test suite.
  • Two-factor authentication is required for every user, not offered as an option.
  • Document links expire. Directors and trustees get a signed link that stops working after seven days and can't be edited to reach another practice's documents.
  • Every change is dated and attributed. Nothing is silently overwritten.

One flat price. No per-filing fees.

Every plan includes the full platform — BO and annual return tracking, trusts, organograms, share certificates, and document generation. You're charged by the size of your portfolio, nothing else.

Pay annually — 2 months free

Starter

Up to 20 companies

R 750

per month

 

  • Full compliance platform
  • BO & annual return tracking
  • Trusts, organograms & share certificates
  • Document generation
Get Started

Growing

Up to 100 companies

R 1,500

per month

 

  • Everything in Starter
  • Track BO & AR cycles across the year
  • Full audit trail on every change
  • Direct onboarding & data import
Get Started
Most popular

Professional

Up to 300 companies

R 2,500

per month

 

  • Everything in Growing
  • Ideal for established practices
  • Priority onboarding support
  • Our most chosen plan
Talk to us

Enterprise

Unlimited companies

R 4,500

per month

 

  • Everything in Professional
  • Unlimited portfolio size
  • For high-volume firms & groups
  • Dedicated onboarding
Book a walkthrough

Not VAT registered — prices are all-inclusive. We onboard your practice directly; there's no self-serve signup.

See it with your own client list.

Book a walkthrough and we'll show you exactly how your companies and trusts would look inside Fileable.

No obligation. We'll show you your own client list inside Fileable.