Accountive Comply
For accounting, audit, tax and KPO firms
Getting started
Sign up and set up your workspace
Create your firm's workspace, confirm your email and get ready to add clients.
ComplyThe tour and help inside the desk
Replay the first-run tour and ask for help without leaving Comply.
ComplyUse Comply in Arabic or English
Switch the desk and the client portal between English and Arabic.
Clients and import
Add a client by hand
Create a client record so its registrations, tasks and deadlines are worked out for you.
ComplyImport your client list from Excel
Upload the spreadsheet you already keep and check every row before anything is saved.
ComplyEdit, group, close or archive a client
Change a client's details, put related companies in a group, or take a client off your active list.
Deadlines and filings
How deadlines are worked out
Every corporate tax and VAT date comes from facts on the client record, never from a typed due date.
ComplyUse the filing calendar, mark returns filed and add notes
See every return due across your clients, record when it was filed and keep notes against it.
ComplyTrack e-invoicing readiness
Record each client's revenue band, service provider and go-live date so the e-invoicing deadlines are chased.
ComplyTrack the monthly books close and lock closed months
Follow each accounting client's month-end close and stop changes to months already closed.
ComplyTasks, the board and recurring jobs
Manage work as a list or a board, time it, and set up jobs that repeat on their own.
Requests and client portal
Request documents through the client portal
Send a client a secure link to upload files and answer questions, without them needing an account.
ComplyAutomatic reminders by email
Let Comply chase clients by email for outstanding requests.
ComplyKeep client documents in the library
Store, rename, move and delete each client's files in fixed folders.
ComplyEmail clients from the desk and use templates
Send personalised emails to one client or many, and keep the replies on the client record.
AML and engagement letters
Team, roles and access
Invite, reassign and remove colleagues
Add people to your workspace, and move their clients before they leave.
ComplyAccess levels and changing someone's level
What each of the five levels can do, and which to give a new joiner.
ComplySet up offices
Split a multi-office firm so each member sees only their own office's clients.
ComplyWorkload, hours and profitability
See who is carrying what, and compare fees with the hours actually spent.
ComplyComments, mentions and the firm wiki
Discuss a client in one place, tag colleagues and keep your firm's procedures written down.
Dashboards and reports
Plans, billing and account
Security and data
Store client portal logins and use the vault PIN
Keep EmaraTax, bank and other portal logins in the vault, and choose whether a PIN is needed to see them.
ComplyTurn on two-step sign-in
Add a code from an authenticator app to your sign-in, and require it for the whole firm.
ComplyExport your data and how it is protected
Take a full copy of your workspace at any time, and see how your clients' data is kept safe.
Still need help?
Write to us and a person replies within one working day, Monday to Friday, 09:00 to 18:00 UAE time.