How to Use ClearComply Enterprise — Bulk Client Compliance for Accountants
April 202612 min read
If you are an accountant, bookkeeper, or company secretary managing compliance for multiple clients, you already know the pain: logging into CIPC separately for each company, tracking different anniversary dates, chasing clients for documents, and hoping nothing slips through the cracks.
ClearComply Enterprise was built specifically for professionals like you. It puts every client's compliance status on one dashboard, lets you run bulk checks across your entire portfolio in under 30 seconds, and generates reports you can share with clients to demonstrate value. This guide walks through every feature of the Enterprise plan and how to get the most out of it.
Everything in Pro, built for scale
Enterprise includes everything in the Pro plan: the full compliance diagnostic, Fix It Co-Pilot for step-by-step remediation, the AI compliance assistant, document templates, and tracking across all 12+ South African regulatory obligations. You get all of that for every company you add to your account.
What Enterprise adds is multi-company management. Instead of running diagnostics one company at a time, you manage your entire client portfolio from a single login. Each company gets its own diagnostic, compliance calendar, and health score — all visible from one centralised dashboard.
The Enterprise portfolio dashboard — health score, total obligations, and urgent items across all clients.
Add your client companies
Getting started is straightforward. You can add companies to your Enterprise account in two ways:
One at a time — enter a company registration number and ClearComply pulls the company details from CIPC records automatically.
CSV upload — upload a spreadsheet with up to 100 registration numbers. ClearComply processes them all at once and adds each company to your dashboard.
Once added, each company gets its own compliance diagnostic, calendar, and tracking. The base Enterprise plan includes 10 companies. You can add more at tiered pricing (covered below).
Bulk compliance dashboard
The Enterprise dashboard gives you a bird's-eye view of every client's compliance status. Each company is assigned a health score:
RED — critical issues that need immediate attention (deregistration proceedings, overdue BO filing, missed annual returns)
AMBER — upcoming deadlines or minor issues that should be addressed soon
GREEN — fully compliant, no action required
Sort by urgency to see which clients need attention first. Filter by obligation type to focus on a specific area — for example, see all clients with outstanding Beneficial Ownership declarations in one view. This eliminates the guesswork and lets you prioritise your time where it matters most.
Client portfolio — each company card shows its health score, risk level, and overdue count at a glance.
Run bulk CIPC checks
This is one of Enterprise's most powerful features. Paste up to 100 registration numbers and get instant results. Each company is checked against 2.2M+ CIPC records for:
Beneficial Ownership filing status
Annual return status
Deregistration proceedings
Business rescue status
Results come back in under 30 seconds — regardless of whether you check 5 companies or 100. Each result includes the specific compliance issues found, so you know exactly what needs to be fixed for each client.
You can also use the bulk check tool for free at /for-accountants without an account. It is the fastest way to see the value before subscribing.
Client compliance reporting
Enterprise lets you generate compliance reports for each client individually or in bulk across your entire portfolio. Reports are available in CSV and PDF format.
Share these reports directly with clients to show them their compliance status in plain language. This serves two purposes: it demonstrates the value you are providing as their accountant, and it creates urgency for clients who are non-compliant to take action.
Many of our Enterprise users include ClearComply reports as part of their monthly or quarterly client communication. It is a straightforward way to turn compliance monitoring into a visible, recurring value-add service that helps retain clients.
Compliance reports — download individual client reports or a portfolio-wide summary.
Unlimited users
Add your entire team to the Enterprise dashboard. There is no per-seat pricing — every team member gets full access. Each user can:
Access the centralised compliance dashboard
Run bulk checks and individual diagnostics
Manage client companies and update details
Generate and export compliance reports
Whether your practice has 2 people or 20, the price stays the same. No hidden user fees.
Manage compliance for all your clients from one dashboard
Bulk checks, health scores, client reports, unlimited users — starting at R899/month.
Lead Intelligence add-on — find new clients who need you
This is where ClearComply goes beyond compliance management and becomes a business development tool. Lead Intelligence identifies companies that have CIPC compliance issues and enriches them with verified contact details — giving you a pipeline of potential clients who demonstrably need your services.
Here is how it works: ClearComply continuously monitors CIPC records for companies flagged for non-compliance — outstanding Beneficial Ownership declarations, missed annual returns, deregistration proceedings, and more. We then enrich each company with contact details so you can reach out directly.
Lead Intelligence — CIPC-flagged companies with verified contact details, ready to claim.
Each lead includes:
Company name and registration number
The specific CIPC compliance issue identified
Contact person (director or key contact)
Email address
Phone number
Physical address
Every lead comes with 21-day exclusivity — no other ClearComply user receives the same lead during that period. Each lead also includes a pre-written outreach email you can customise and send, making it as easy as possible to start the conversation.
Lead Intelligence tiers
Lead Intelligence is a separate add-on with three tiers:
Starter — R1,500/month 20 leads per month, within your province. Ideal for practices starting to grow their client base.
Growth — R3,500/month (most popular) 40 leads per month, within your province. The sweet spot for established practices looking for consistent pipeline.
Scale — R6,000/month Unlimited leads, nationwide. For practices with capacity to onboard clients across South Africa.
At the Growth tier, if even one lead converts to a recurring client, the add-on pays for itself. Most accountants charge R500–R2,000/month per client for compliance and bookkeeping services — meaning a single conversion covers the cost of 40 qualified leads.
Portfolio analytics — aggregate compliance score, risk assessment, and category breakdown across all clients.
Tiered pricing — pay for what you use
Enterprise is designed to scale with your practice. The base plan is R899/month and includes 10 companies. As your portfolio grows, additional companies are priced on a sliding scale:
11–25 companies: R79 per additional company/month
26–50 companies: R59 per additional company/month
51–100 companies: R49 per additional company/month
25 companies — R2,084/month (R899 base + 15 additional at R79)
50 companies — R3,559/month (R899 base + 15 at R79 + 25 at R59)
100 companies — R6,009/month (R899 base + 15 at R79 + 25 at R59 + 50 at R49)
Compare that to the cost of manually checking each company on CIPC's portal, tracking deadlines in spreadsheets, and generating reports by hand. For a practice managing 50 clients, Enterprise costs roughly R71 per company per month — less than what most practices spend on a single hour of admin time.
If you manage more than 100 companies, contact us for custom pricing. We can accommodate portfolios of any size.
Frequently asked questions
How much does Enterprise cost?
R899/month base with 10 companies included. Add more companies at R49–R79 each depending on volume. Lead Intelligence is a separate add-on starting at R1,500/month.
Can I try Enterprise before subscribing?
Yes. Use the free bulk check tool at /for-accountants to check up to 100 companies instantly. No account required. It is the fastest way to see what ClearComply finds across your client portfolio.
How does Lead Intelligence work?
ClearComply identifies companies flagged by CIPC for compliance issues — outstanding BO declarations, missed annual returns, deregistration proceedings. We enrich each lead with verified contact details (name, email, phone, address). You receive leads monthly, each with a pre-written outreach email. Leads are exclusive to you for 21 days.
Can my team access the dashboard?
Yes, unlimited users. Each team member can run checks, manage clients, and generate reports. There is no per-seat pricing — your entire practice gets access for one flat fee.
What if I have more than 100 companies?
Contact us for custom pricing. We can accommodate portfolios of any size with dedicated support.
Start with the bulk check tool — free, no signup required
Paste up to 100 registration numbers and see your clients' CIPC compliance status in under 30 seconds.
This article is for informational purposes only and does not constitute legal or financial advice. Pricing is correct as of April 2026 and may change. For the latest pricing, visit clearcomply.co.za/pricing. ClearComply checks companies against publicly available CIPC records. Information verified April 2026.
