OVERVIEW

Good morning.

Your financial and compliance position at a glance.

COMPLIANCE STATUSAcross tracked obligations

92% 2 items require attention

CASH AT BANKIllustrative balance

R1.84m ↑ 8.4% vs prior month

MONTH REVENUESeptember 2026

R684k ↑ 5.7% vs prior month

YOUR ACTIONSAwaiting client response

4 Next due 03 Oct

ACTION REQUIRED

What Prudent needs from you

01

Approve VAT201 calculationVAT · Sep 2026

Due 03 Oct

02

Upload September bank statementAccounting · Sep 2026

Due 05 Oct

03

Confirm payroll changesPayroll · Oct 2026

Due 08 Oct

04

Sign annual financial statementsFinancial reporting · FY2026

Due 14 Oct

COMPLIANCE

Current position

92%

Good standing

8 of 10 tracked obligations are current.

2 items require attention

Beneficial OwnershipCurrent

PAYE / UIFCurrent

VAT201Action

CIPC Annual ReturnCurrent

FINANCIAL PERFORMANCE

Revenue and operating position

Last 6 months

RevenueR3.84m

Operating expensesR2.61m

Operating surplusR1.23m

800k600k400k200k0

AprMayJunJulAugSep

Illustrative figures for demonstration purposes.

NEXT DEADLINES

Compliance calendar

03OCT

VAT201 approvalClient approval required

07OCT

EMP201 paymentPAYE / UIF / SDL

14OCT

AFS signatureFY2026 financial statements

12NOV

CIPC annual returnCompany statutory filing

Document vault

PDF

Management Accounts — August 2026Financial reporting · 18 Sep 2026

PDF

VAT201 — August 2026Tax · 25 Sep 2026

DOC

Director Resolution — FY2026Company secretarial · 27 Sep 2026

YOUR PRUDENT CONTACT

Hugo le Grange

Director

Your Prudent relationship remains human. The workspace is designed to make the recurring administration around that relationship simpler.

Send message Call Hugo

COMPLIANCE CENTRE

Know what is current, due and outstanding.

One consolidated view across key tax and company obligations.

92%

OVERALL STATUS

Good standing

8 of 10 tracked obligations are current. The two open items are shown below.

OPEN ITEMS

Requires attention

VAT201 — September 2026Client approval required · Due 03 OctAction

AFS signature — FY2026Director signature required · Due 14 OctAction

REGISTER

Tracked obligations

All obligations

Obligation	Authority	Status	Next date	Owner
VAT201	SARS	Action required	03 Oct 2026	Client / Prudent
PAYE / UIF / SDL	SARS	Current	07 Oct 2026	Prudent
Beneficial Ownership	CIPC	Current	Annual review	Prudent
Annual Return	CIPC	Current	12 Nov 2026	Prudent
Provisional Tax	SARS	Current	28 Feb 2027	Prudent

TAX CENTRE

Tax obligations without the email trail.

Returns, approvals, payment references and supporting documents in one place.

VATVAT201

September 2026 calculation prepared.

Approval required

PAYROLL TAXEMP201

September 2026 return prepared.

Ready for payment

INCOME TAXProvisional tax

Next period: February 2027.

No action required

DOCUMENT VAULT

Your financial records, organised.

Submit documents against specific requests and retain completed outputs in one controlled workspace.

＋

Drop files here to upload

Prototype interaction — production storage is not connected.

DOCUMENT LIBRARY

Recent files

All categories

Document	Category	Period	Updated	Status
Management Accounts — August 2026.pdf	Reporting	Aug 2026	18 Sep	Final
VAT201 — August 2026.pdf	Tax	Aug 2026	25 Sep	Submitted
Bank Statement — August 2026.pdf	Accounting	Aug 2026	04 Sep	Received
Annual Financial Statements — FY2026.pdf	Financial statements	FY2026	27 Sep	Signature required

FINANCIAL REPORTS

Understand how the business is performing.

Management reporting and financial outputs presented for decision-making, not just record-keeping.

MANAGEMENT ACCOUNTSAugust 2026

P&L, balance sheet, cash flow and commentary.

FINANCIAL STATEMENTSFY2026

Draft statements awaiting director signature.

CASH FLOW13-week view

Illustrative cash-flow forecast and variance view.

PAYROLL

Payroll administration with clear cut-offs and approvals.

Track payroll changes, statutory submissions and completed payroll outputs.

OCTOBER 2026 PAYROLL

Next payroll cycle

Changes to confirm

Employees18

Changes submitted3

Cut-off08 Oct

StatusClient review

REQUESTS & ACTIONS

One list. Clear ownership. Fewer follow-ups.

Every request records what is needed, who owns it and when it is due.

Action	Area	Owner	Due	Status
Approve VAT201 calculation	Tax	Client	03 Oct	Open
Upload September bank statement	Accounting	Client	05 Oct	Open
Confirm payroll changes	Payroll	Client	08 Oct	Open
Sign annual financial statements	Reporting	Client	14 Oct	Open
Prepare EMP201	Tax	Prudent	07 Oct	In progress

MESSAGES

Keep client–accountant communication with the work.

A secure message stream for requests, questions and supporting context.

HL

Hugo le GrangeDirector · Prudent Accountants

VAT201 calculation ready for review. Please check the summary and approve before 03 October.09:22

Received. I’ll review it this afternoon.09:31

MY ACCOUNT

Profile and authorised access.

Manage contact information, authorised users and security settings.

PROFILEDemo Client

demo@company.co.za
+27 00 000 0000

AUTHORISED USERS2 users

Manage role-based access to the entity workspace.

SECURITYMFA enabled

Illustrative production security state.