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How to Use ClearComply Enterprise — CIPC & COIDA Monitoring for Accounting Firms

Updated July 202610 min read

If you are an accountant, bookkeeper, or company secretary managing compliance for multiple clients, you already know the pain: logging into the CIPC portal for one company, then the COIDA portal for another, tracking different anniversary dates, and hoping nothing slips through the cracks across a full book.

ClearComply Enterprise was built specifically for professionals like you. It puts every client's compliance status on one dashboard, watches CIPC and COIDA for each of them automatically, and gives you a heads-up before anything lapses. This guide walks through how it works and how the flat monthly pricing is structured.

Everything in the core plan, built for scale

Enterprise includes everything on the single-company plan: the full compliance diagnostic, the B.O Fix-It Co-Pilot for step-by-step remediation, compliance document templates, and tracking across all 12+ South African regulatory obligations — for every company you add to your account.

What Enterprise adds is multi-company management. Instead of checking one company at a time, you manage your entire client portfolio from a single login. Each company gets its own status, compliance calendar, and health score — all visible from one centralised dashboard.

ClearComply Enterprise portfolio dashboard showing multiple clients, obligations, health score, and overdue items

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 clients to your Enterprise account in two ways:

  • Bulk-add by registration number — enter a list of company registration numbers and ClearComply pulls each company's details from public CIPC records automatically.
  • Client invite link — send clients a single link to add themselves. They appear on your dashboard as soon as they do.

Once added, each company gets its own compliance status, calendar, and monitoring. How many clients you can monitor depends on your tier (covered below).

One dashboard, colour-coded by urgency

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, or a lapsed Letter of Good Standing)
  • 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.

ClearComply Enterprise client portfolio view showing individual company cards with health scores, risk levels, and overdue counts

Client portfolio — each company card shows its health score, risk level, and overdue count at a glance.

What ClearComply watches for every client

For each company on your book, ClearComply reads the public CIPC and Government Gazette records and the government COIDA portal — so you never have to log in company by company again. It keeps an eye on:

  • CIPC annual returns — whether each client's annual return is filed and current, so none quietly drift toward deregistration.
  • Beneficial Ownership — whether the BO filing is in place, the one CIPC now blocks other filings without.
  • Deregistration risk — whether a client has appeared on a CIPC deregistration or Government Gazette list you would want to catch early.
  • COIDA Letter of Good Standing — whether each client's Letter of Good Standing is valid and current, their proof of being up to date with the Compensation Fund and needed for most tenders and contracts.

You get a nudge in good time — before the penalty notice, not after it.

Client compliance reporting

Enterprise lets you generate compliance reports for each client individually or in bulk across your entire portfolio, in CSV and PDF format.

Share these reports directly with clients to show them their compliance status in plain language. It demonstrates the value you provide as their accountant, and it creates urgency for clients who are non-compliant to act. Many firms include a ClearComply report in their monthly or quarterly client communication — a straightforward way to turn compliance monitoring into a visible, recurring value-add.

ClearComply Enterprise compliance reports page showing per-client report downloads and CIPC diagnostic

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
  • Add and manage client companies
  • Review CIPC and COIDA status across the book
  • Generate and export compliance reports

Whether your practice has 2 people or 20, the price stays the same. No hidden user fees.

Monitor your whole client book from one dashboard

CIPC & COIDA watched automatically, health scores, client reports, unlimited users — flat monthly pricing from R899/month.

Flat monthly pricing — one number for your whole book

Enterprise is priced in flat monthly tiers based on how many client companies you monitor. No sliders, no per-company math — just one clear number per tier:

  • Starter — R899/month
    Up to 10 client companies (about R90/company at capacity).
  • Practice — R2,399/month (most popular)
    Up to 30 client companies (about R80/company at capacity).
  • Firm — R4,999/month
    Up to 75 client companies (about R67/company at capacity).
  • Enterprise — custom
    More than 75 clients? Priced to your book, with onboarding support for larger portfolios. Talk to us.

You are billed one flat monthly price for your tier, immediately, and can cancel anytime. Add clients up to your tier's limit, and move up a tier in a click when you outgrow it — no need to start over. The first firms to sign up lock today's rate permanently: as we add features and prices rise, a founding firm's price never moves.

Compare that to the cost of manually checking each company on the CIPC and COIDA portals, tracking deadlines in spreadsheets, and generating reports by hand. One lapsed client — a deregistration to reverse, the awkward calls, sometimes the lost client — costs a firm far more than a year of ClearComply.

ClearComply Enterprise portfolio analytics showing compliance score, risk assessment, and category breakdown across all clients

Portfolio analytics — aggregate compliance score, risk assessment, and category breakdown across all clients.

Frequently asked questions

How much does Enterprise cost?

Flat monthly pricing based on your client count: Starter R899/month (up to 10 clients), Practice R2,399/month (up to 30), and Firm R4,999/month(up to 75). Above 75 clients it is custom-priced — talk to us. One flat number per tier, billed monthly, cancel anytime.

Can I try Enterprise before subscribing?

Yes. Book a walkthrough and we will show you your own client book on the dashboard before you commit. You can also start on the Starter tier and move up a tier in a click as you add clients.

Can my team access the dashboard?

Yes, unlimited users. Each team member can add clients, review compliance status, and generate reports. There is no per-seat pricing — your whole practice is included in the flat monthly tier.

What if I have more than 75 companies?

Above 75 clients, Enterprise is custom-priced to your book, with onboarding support for larger portfolios. Talk to us and we will set it up.

Where does the data come from?

Public CIPC and Government Gazette records, plus the government COIDA portal. It is public information, made usable — nothing scraped from anyone's private data, so it stays POPIA-friendly.

See your whole client book in one place

Flat monthly pricing, CIPC & COIDA watched automatically. Set it up once, and stop checking client by client.

This article is for informational purposes only and does not constitute legal or financial advice. ClearComply surfaces publicly available CIPC and Government Gazette records and the government COIDA portal; always confirm compliance through the official CIPC and Compensation Fund channels. Pricing is correct as of July 2026 and may change — for the latest pricing, visit clearcomply.co.za/for-accountants.

ClearComply

All your compliance, tracked in one place

Check your status, follow a step-by-step fix, and track every CIPC, SARS, UIF, COIDA, B-BBEE and POPIA deadline from one dashboard — with automatic reminders before each one. Check, fix, comply, track — from R99/month.

Behind on COIDA? Get expert COIDA help →·Filing CIPC yourself? Try the Co-Pilot →

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