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 Basic, built for scale
Enterprise includes everything on the Basic plan: the full compliance diagnostic, the B.O Fix-It Co-Pilot for step-by-step remediation, 8 compliance document templates, analytics dashboard, 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.
