Client workspaces
Group files and requests by client and reporting period so the right record is easier to find.
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DOCUMENTS, REQUESTS AND COMPLIANCE RECORDS
Client documents,
within reach.
Document management for accounting practices
LulaDocs gives small and growing South African accounting practices one clear place to request, collect, organise and review client documents.
Keep documents connected to the right client and period. Track what is outstanding, who owns the follow-up and what needs attention next.
- 01RequestSet the documents needed for a client or period.OPEN
- 02CollectReceive client files and keep each request together.INCOMING
- 03ReviewCheck what arrived, add context and follow up.REVIEW
- 04RecordKeep the outcome with the client document record.ON FILE
One view of documents, requests and ownership.
MADE FOR THE DETAIL BETWEEN DEADLINES
A clearer record
for every client.
Keep everyday document work orderly, visible and easier to hand over across a growing practice.
Requests and uploads
Give clients a clear list of what is needed and keep received documents alongside the request.
Review and evidence
Record what has been reviewed, what still needs attention and the context behind a follow-up.
Owners and reminders
Make responsibility and upcoming follow-ups visible, with reminders tied to the work.
TWO DATES THAT MEAN DIFFERENT THINGS
Know what is due.
Know what expires.
A document’s validity date and a recurring compliance obligation are not the same. LulaDocs keeps those records distinct, so a team can see what needs a replacement and what needs action again.
DOCUMENT EXPIRY
Replace the file
Keep the document’s expiry date with its record and see when an updated copy is needed.
RECURRING OBLIGATION
Repeat the task
Track a recurring requirement separately, with an owner and its next due date.
A PRACTICAL FIT FOR GROWING PRACTICES
Less chasing.
More clarity.
When a practice handles more clients, the document trail can become difficult to manage across inboxes, folders and spreadsheets. LulaDocs brings the request, file, review status and next action into a shared workflow.
It is one part of the Infinite Intelligence portfolio, alongside tools for financial reconciliation, audit evidence and month-end close.
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