HotKup for Accounting Firms
A structured, scalable platform for modern accounting firms. HotKup streamlines client work,
communication, and accountability — no more spreadsheets or generic tools.
Configured recurring tasks
Kaytan Technologies
#title
created on
#4
Annual Report Filling
25/06/2025 09:38
#4
VAT filling for Kaytan
18/06/2025 08:00
#4
Annual Report Filling
12/06/2025 11:38
#4
VAT filling for Kaytan
10/06/2025 08:20
Recurring Tasks
North America
Kanban Board
Stages
Upload Reference (2)
#69
VAT for goldenleaf enterprises
VAT Work
JM
James Mario
#69
Bill Client from Task #69
Sales
VL
Viron Jessy
#46
Annual Billing
Sales
CK
Ciana Koln
Capture Documents (3)
#47
Tax filling lobtech tiles
Tax Work
AC
Alex Carter + 1
#48
Annual filling
Tax Work
AC
Alex Carter + 1
#46
Annual Billing
Sales
CK
Ciana Koln
Client Approval (2)
#166
VAT for carrier transport
Tax Work
DS
Danniel Scott
#132
VAT filling
Tax Work
AS
Alex Soken
#48
Annual filling
Tax Work
AC
Alex Carter + 1
Capture Documents (3)
#47
Tax filling lobtech tiles
Tax Work
AC
Alex Carter + 1
#46
Annual Billing
Sales
CK
Ciana Koln
hotkup.com
New client onboarding
Deadline tracking and compliance milest...
Centralized client histories
Features
What you can manage with HotKup
HotKup streamlines bookkeeping, tax, audits, onboarding, and approvals — with all tasks, files, and notes securely linked to each client in one place.
New client onboarding
New client onboarding
Deadline tracking and compliance milest...
Audit preparation and document collection
Central client histories
Configured recurring tasks
Kaytan Technologies
#title
created on
#4
Annual Report Filling
25/06/2025 09:38
#4
VAT filling for Kaytan
18/06/2025 08:00
#4
Annual Report Filling
12/06/2025 11:38
#4
VAT filling for Kaytan
10/06/2025 08:20
Recurring Tasks
North America
Everything’s now in one place.
HotKup brought clarity and consistency to our recurring work — without disrupting our process.
No IT setup or technical skills required
Simple interface with minimal learning curve
Onboarding support included
Scales with your firm as it grows
Keeps your team aligned and your clients happy
Features
Designed for boutique firms
Features
Standardization. Governance. Traceability.
Standardized workflows across the team
everyone follows the same steps, reducing errors
Role-based task assignments and approvals
HotKup helps you ensure your internal processes meet professional and regulatory expectations
Traceable client work
every task and document tied to its context
Process visibility
see where things stand, and who’s accountable Automatic audit trails on task updates, comments, and document uploads
Open Tasks
#58
2 days ago
Post journal entries in accounting
BS
Brooklyn Simmons
Clint
#49
2 days ago
Bill Client from Task #102
EH
Esther Howard
Clint
#56
2 days ago
Bill Client from Task #102
DS
Darrell Steward
Clint
#56
2 days ago
Bill Client from Task #102
WW
Wade Warren
Clint
Files
Invoice 2222.docx
Procurement process.pdf
Purchase order.pdf
Invoice 333.docx
Features
Not just project management —
real practice operations
Most PM tools help you manage the present.
HotKup helps you manage your practice — past, present, and future
Capability
Process Workflows
Client Management
Document Management
Metrics and Trends
Client-Facing Forms
Recurring Emails to Clients
Operational History
Designed for Operations
Project Management
Project Management Tools
Basic support, often manual
Not included
Basic attachment support
Limited dashboards
Limited or third-party reliant
Not available or requires integrations
Lacks historical traceability
No - focused on projects and tasks
Core feature
HotKup
Purpose-built for automating complex, repeatable workflows
Fully integrated client management with all work linked to clients
Centralized document storage linked to each client and process
Robust reporting with trend analysis and operational insights
Built-in, configurable forms with direct client submissions
Automated reminders and email workflows directly to clients
Full audit trail of all tasks, documents, and communications
Yes - built for daily operational processes in accounting practices
Available for internal execution tracking, but not the primary focus
Book A Demo
Want to see how HotKup fits
your practice?
We’ll guide you through the first setup. It’s free, fast, and focused on getting you live — not locked into consulting hours
Simplify work with HotKup- move beyond spreadsheets and emails to stay organized, ensure compliance, improve accountability, and standardize your processes.
Quick Links
Contact
hello@myhotkup.com
Suite 201, 12-255 Dundas St. East, Waterdown ON L8B 0E5
61 Waterfront Drive, Knysna, 6571
Copyright Hotkup 2025. Hotkup is a registered trademark for Hotkup. All rights reserved
HotKup for
Accounting Firms
A structured, scalable platform for modern accounting firms. HotKup streamlines client work,
communication, and accountability — no more spreadsheets or generic tools.
Configured recurring tasks
Kaytan Technologies
#title
created on
#4
Annual Report Filling
25/06/2025 09:38
#4
VAT filling for Kaytan
18/06/2025 08:00
#4
Annual Report Filling
12/06/2025 11:38
#4
VAT filling for Kaytan
10/06/2025 08:20
Recurring Tasks
North America
Kanban Board
Stages
Upload Reference (2)
#69
VAT for goldenleaf enterprises
VAT Work
JM
James Mario
#69
Bill Client from Task #69
Sales
VL
Viron Jessy
#46
Annual Billing
Sales
CK
Ciana Koln
Capture Documents (3)
#47
Tax filling lobtech tiles
Tax Work
AC
Alex Carter + 1
#48
Annual filling
Tax Work
AC
Alex Carter + 1
#46
Annual Billing
Sales
CK
Ciana Koln
Client Approval (2)
#166
VAT for carrier transport
Tax Work
DS
Danniel Scott
#132
VAT filling
Tax Work
AS
Alex Soken
#48
Annual filling
Tax Work
AC
Alex Carter + 1
Capture Documents (3)
hotkup.com
New client onboarding
Deadline tracking and compliance milest...
Centralized client histories
Client
Everything linked to each client record
Templates for recurring work
Standardize monthly bookkeeping, VAT filings, and payroll runs
Ad hoc task tracking
Log and monitor one-off queries — from client emails to SARS letters
Progress dashboards
Quickly see what's done and what's overdue across all clients
Linked client records
Every task, note, and document connected to the right client
Deadline alerts
Never miss an annual submission or return due date again
Audit-ready records
Trace every action — who did what, when, and for which client
Features
Built for the realities
of accounting
workflows
From monthly books to ad hoc queries, stay structured — not scattered.
HotKup lets you build repeatable workflows, track progress, and link everything to the right client.
Features
What you can manage with HotKup
HotKup streamlines bookkeeping, tax, audits, onboarding, and approvals — with all tasks, files, and notes securely linked to each client in one place.
New client onboarding
New client onboarding
Deadline tracking and compliance milest...
Audit preparation and document collection
Central client histories
Features
Designed for boutique firms
Configured recurring tasks
Kaytan Technologies
#title
created on
#4
Annual Report Filling
25/06/2025 09:38
#4
VAT filling for Kaytan
18/06/2025 08:00
#4
Annual Report Filling
12/06/2025 11:38
#4
VAT filling for Kaytan
10/06/2025 08:20
Recurring Tasks
North America
Everything’s now in one place.
HotKup streamlines bookkeeping, tax, audits, onboarding, and approvals — with all tasks, files, and notes securely linked to each client in one place.
No IT setup or technical skills required
Simple interface with minimal learning curve
Onboarding support included
Scales with your firm as it grows
Keeps your team aligned and your clients happy
Features
Standardization. Governance.
Traceability.
Standardized workflows across the team
everyone follows the same steps, reducing errors
Role-based task assignments and approvals
HotKup helps you ensure your internal processes meet professional and regulatory expectations
Traceable client work
every task and document tied to its context
Process visibility
see where things stand, and who’s accountable Automatic audit trails on task updates, comments, and document uploads
Open Tasks
#58
2 days ago
Post journal entries in accounting
BS
Brooklyn Simmons
Clint
#49
2 days ago
Bill Client from Task #102
EH
Esther Howard
Clint
#56
2 days ago
Bill Client from Task #102
DS
Darrell Steward
Clint
#56
2 days ago
Bill Client from Task #102
WW
Wade Warren
Clint
Files
Invoice 2222.docx
Procurement process.pdf
Purchase order.pdf
Invoice 333.docx
Want to see how HotKup fits
your practice?
We’ll guide you through the first setup. It’s free, fast, and focused on getting you live — not locked into consulting hours
Simplify work with HotKup- move beyond
spreadsheets and emails to stay organized, ensure compliance, improve accountability, and standardize your processes.
Quick Links
Contact
hello@myhotkup.com
Suite 201, 12-255 Dundas St. East, Waterdown ON L8B 0E5
61 Waterfront Drive, Knysna, 6571
Copyright Hotkup 2025. Hotkup is a registered trademark for Hotkup. All rights reserved
Simplify work with HotKup- move beyond
spreadsheets and emails to stay organized, ensure compliance, improve accountability, and standardize your processes.
Quick Links
Contact
hello@myhotkup.com
Suite 201, 12-255 Dundas St. East, Waterdown ON L8B 0E5
61 Waterfront Drive, Knysna, 6571
Copyright Hotkup 2025. Hotkup is a registered trademark for Hotkup. All rights reserved
Features
Not just project management —
real practice operations
Most PM tools help you manage the present.
HotKup helps you manage your practice — past, present, and future
Capability
Process Workflows
Client Management
Document Management
Metrics and Trends
Client-Facing Forms
Recurring Emails to Clients
Operational History
Operational History
Designed for Operations
Project Management
Project Management Tools
Basic support, often manual
Not included
Basic attachment support
Limited dashboards
Limited or third-party reliant
Limited or third-party reliant
Lacks historical traceability
Lacks historical traceability
No - focused on projects and tasks
Core feature
HotKup
Purpose-built for automating complex, repeatable workflows
Fully integrated client management with all work linked to clients
Centralized document storage linked to each client and process
Robust reporting with trend analysis and operational insights
Built-in, configurable forms with direct client submissions
Automated reminders and email workflows directly to clients
Full audit trail of all tasks, documents, and communications
Full audit trail of all tasks, documents, and communications
Yes - built for daily operational processes in accounting practices
Available for internal execution tracking, but not the primary focus
Book A Demo