For accountants, bookkeepers and service providers
Never search for
a document again.
Every document a client shares with you is saved in the folders you set up for them. Keep documents organised, keep business conversations in one place, and stop searching through WhatsApp, email and staff phones for client information.
You set up your folders once. Your clients always know where to send their documents — and your team always knows where to find them.
Free for 30 days. R450 a month after that. No card needed to start.
Client documents in the right folders. Business conversations in one portal. Everything exactly where your team expects it to be.
The conversation
Move client conversations out of personal messaging apps
Every client has one business conversation alongside their documents. Ask for information, answer questions and receive files without switching between WhatsApp, email and personal staff messages.
The conversation belongs to the business — not to an employee's phone.
When staff change, the client's history stays exactly where it belongs. Your team can continue the conversation without losing context or searching through old messages.
Private when it needs to be. Mark a message private and only the people handling that client can read it.
The folders
Set up your folders once. Keep every client's documents organised.
- 1Create the folders your business already uses.Bank statements, invoices, receipts, contracts, tax documents or anything else you regularly collect. Create them for one client or across multiple clients.
- 2Your clients share documents into those folders.Clients can upload from their phone or computer, or share a file through the message thread.
- 3Your team knows exactly where to find everything.No more searching through WhatsApp conversations, email attachments or old staff messages to find a document again.
Who sees what
Give staff access only to the clients and folders they need
Assign staff to the clients they work with and control which folders each role can open. Your team gets access to the information they need without giving everyone access to everything.
Organised for your clients. Controlled for your business.
Your clients trust you with important records. AdminSort helps you keep those records organised and controlled.
Your data stays in South Africa
Documents and messages are stored in Google's Johannesburg region, not shipped offshore.
Clients see only their own information
Each client has their own private workspace and communicates with the staff assigned to them.
Documents stay where they belong
Documents are kept inside the client's organised folders, with a record of when they arrived and who shared them. Months later, everyone still knows where to look.
Simple pricing
R450 a month
One price for your whole firm — not per person.
- Unlimited clients
- Unlimited staff
- Messages included
- Email and phone notifications included
- Document storage included subject to fair use
No card needed to start. R450 a month after your free 30 days.