Practice Management Hub
Annual Subscription
R 3 306.50 (Inclusive of Vat)
Payable via credit card or instant EFT
Immediate access to your product
Only South African clients
Annual Subscription
R 3 306.50 (Inclusive of Vat)
Request an invoice before making a payment
Access to the product may take up to 24 hours.
For South African and foreign clients
ISQM 1, ISQM 2 and ISA 220 Policies and Procedures Toolkit for Audit Firms
Included in this Hub
- ISQM 1 Policies and Procedures Manual
- Risk register
- Annual monitoring checklist
- Annexures
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Annual Subscription
R 2 875.00 (Inclusive of Vat)
Payable via credit card or instant EFT
Immediate access to your product
Only South African clients
Annual Subscription
R 2 875.00 (Inclusive of Vat)
Request an invoice before making a payment
Access to the product may take up to 24 hours.
For South African and foreign clients
Payroll Guide for Tax Practitioners and Employers
This Hub contains the most recent issue of this guide, which is currently the 2023/2024 issue and is an excellent, short, and to-the-point source of information.
This Hub is more than just a PDF copy of the PAYE Guide; it gives you easy access at your fingertips on any smart device, wherever you are!
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Income Tax Guide for Tax Practitioners
This Hub contains the most recent issue of this guide, which is currently the 2023/2024 issue and is an excellent, short, and to-the-point source of information.
This Hub is more than just a PDF copy of the Tax Guide; it gives you easy access at your fingertips on any smart device, wherever you are!
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Annual Subscription
R 34.50 Including Vat
Per Person
Request an invoice before making a payment
Access to the product may take up to 24 hours.
For South African and foreign clients
The Audit Toolbar
BUILT BY AUDITORS, FOR AUDITORS
The Audit Toolbar provides an effortless way to ensure consistency across your audit working papers and add structure to your audits.
The Audit Toolbar is a powerful add-on to Excel that’s packed with features aimed to make your audit work faster and more consistent.
Some of the features You'll love In The Audit Toolbar:
With one click you can turn selected data into a working paper that is built and controlled by the firm.
Tickmarks are built into the Excel ribbon for easy access. Want your own? Easily add your custom tickmarks for further use.
Easily create statistical or random samples from population data, use the working paper feature to turn this sample into a working paper with one click.
In the reviewer section, there are 12 built-in features to streamline your reviews improve quality and improve efficiency.
A list of Excel shortcuts that are frequently used by auditors is included in the ribbon for ease of access.
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Engagement Letter - Non-assurance services
When providing professional services, it is important to ensure that a written agreement is entered into that sets out the scope of the engagement and the responsibilities of the firm and the client.
In this way, you ensure that there is no doubt as to the services being delivered and the roles and responsibilities of the parties.
This template document can be used for any non-assurance service being provided to clients, including tax services.
This engagement letter includes a list of non-assurance services that can be used and supplemented.
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Annual Subscription
R 209.30 (Inclusive of Vat)
Payable via credit card or instant EFT
Immediate access to your product
Only South African clients
SAICA CA2025 Training Plans
Available Training Plans
ISQM 1 policies and procedures toolkit for non-audit firms
This hub is specifically for small firms that perform assurance and related services other than audits or voluntary audits on small entities that are not PIEs and do not require engagement quality reviews.
Included in this Hub
- ISQM 1 Policies and Procedures Manual
- Risk register
- Annual monitoring checklist
- Annexures
FICA: Risk Management and Compliance Toolkit for Accountants and Auditors
Amendments to the Financial Intelligence Centre Act (FICA) came into effect on 31 December 2022
It’s important to note that the enhanced compliance requirements occasioned by these amendments apply to a wider range of commercial activities. This is because amendments to Schedule 1 of the FICA mean more individuals and businesses have, by definition, become accountable institutions.
Accounting and Auditing firms that are regarded as accountable institutions are required to register with the Financial Intelligence Centre. Failure to register with the FIC can lead to administrative sanctions, including fines.
In addition to registering with the FIC, accountable institutions are required to fulfil certain regulatory obligations, such as:
- Implementing customer identification and verification processes;
- Conducting customer due diligence;
- Appointing a compliance officer;
- Training employees on FICA compliance;
- Undertaking business risk assessments; and
- Maintaining and implementing a risk management and compliance program.
This HUB includes all the necessary policies and procedures that accounting and auditing firms may need in order to comply, as well as the necessary annexures to assist with the successful implementation of the Risk Management and Compliance Programme.
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Audit Working Paper Templates
Overview:
Introducing ProBeta’s Audit Working Paper Template Hub: An audit firm’s guide to compliance with International Standards on Auditing and Documentation within the audit file.
In auditing, a lot of time is spent on creating working papers to document audit evidence obtained, and aligning working papers from different individuals with firm standards may be time consuming. We have a solution!
This comprehensive Audit Working Paper Template Hub provides a complete package of Word and Excel templates for documenting your audit evidence. These templates can be implemented as firm templates to create consistency in the audit evidence produced by team members. It also provides guidance on the requirements of the standards that impacts the working papers and the documentation requirements.
Firms can also use this as a training and communication tool to ensure that team members are aware of the requirements of the auditing standards and how these requirements translate to documentation.
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FICA: Risk Management and Compliance Toolkit for Legal Practitioners
Amendments to the Financial Intelligence Centre Act (FICA) came into effect on 31 December 2022
It’s important to note that the enhanced compliance requirements occasioned by these amendments apply to a wider range of commercial activities. This is because amendments to Schedule 1 of the FICA mean more individuals and businesses have, by definition, become accountable institutions.
In addition to registering with the FIC, accountable institutions are required to fulfil certain regulatory obligations, such as:
- Implementing customer identification and verification processes;
- Conducting customer due diligence;
- Appointing a compliance officer;
- Training employees on FICA compliance;
- Undertaking business risk assessments; and
- Maintaining and implementing a risk management and compliance program.
This HUB includes all the necessary policies and procedures that Legal Practitioners may need in order to comply, as well as the necessary annexures to assist with the successful implementation of the Risk Management and Compliance Programme.
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FICA: Risk Compliance Toolkit for High Value Goods Dealers
Amendments to the Financial Intelligence Centre Act (FICA) came into effect on 31 December 2022
It’s important to note that the enhanced compliance requirements occasioned by these amendments apply to a wider range of commercial activities. This is because amendments to Schedule 1 of the FICA mean more individuals and businesses have, by definition, become accountable institutions.
In addition to registering with the FIC, accountable institutions are required to fulfil certain regulatory obligations, such as:
- Implementing customer identification and verification processes;
- Conducting customer due diligence;
- Appointing a compliance officer;
- Training employees on FICA compliance;
- Undertaking business risk assessments; and
- Maintaining and implementing a risk management and compliance program.
This HUB includes all the necessary policies and procedures that High Value Goods Dealers Practitioners may need in order to comply, as well as the necessary annexures to assist with the successful implementation of the Risk Management and Compliance Programme.
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FICA: Risk Compliance Toolkit for Property Practitioners
Amendments to the Financial Intelligence Centre Act (FICA) came into effect on 31 December 2022
It’s important to note that the enhanced compliance requirements occasioned by these amendments apply to a wider range of commercial activities. This is because amendments to Schedule 1 of the FICA mean more individuals and businesses have, by definition, become accountable institutions.
In addition to registering with the FIC, accountable institutions are required to fulfil certain regulatory obligations, such as:
- Implementing customer identification and verification processes;
- Conducting customer due diligence;
- Appointing a compliance officer;
- Training employees on FICA compliance;
- Undertaking business risk assessments; and
- Maintaining and implementing a risk management and compliance program.
This HUB includes all the necessary policies and procedures that Property Practitioners may need in order to comply, as well as the necessary annexures to assist with the successful implementation of the Risk Management and Compliance Programme.
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