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Customers ​

Summary: Draftworx serves accountants and auditors in practice — primarily accounting and audit firms — who need to prepare financial statements and assurance working papers efficiently and in compliance with reporting standards.

Who They Are ​

Draftworx's customers are professional accountants and auditors working in practice. The site states the platform is trusted by over 20,000 clients. The primary users are:

  • Accounting and audit firms of varying sizes that prepare financial statements and engagement working papers on behalf of clients
  • Sole-practitioner accountants and small practices using the Desktop product on a per-user license
  • Larger or multi-user practices using the Cloud product, which supports unlimited users per account

Customers span 16+ countries, with strong presence in South Africa, the United Kingdom, Ireland, and across sub-Saharan Africa and the Middle East.

The Work They Do ​

Customers use Draftworx to:

  • Draft financial statements compliant with IFRS, IFRS SME, FRS 102/102(1A)/105, and country-specific Companies Act requirements — covering entity types including companies, close corporations, trusts, partnerships, sole proprietorships, non-profits, schools, and body corporates
  • Prepare assurance engagement working papers for audit (ISA), independent review (ISRE2400), compilation (ISRS4410), agreed-upon procedures (ISRS4400), and accounting officer / legal practitioner engagements
  • Import trial balances from accounting systems (Sage, Xero, QuickBooks, Pastel, CaseWare, Excel) and categorize accounts via Draftworx's "links" system to generate compliant statements in approximately 5 minutes

Why They Buy It ​

  • Speed: automated statement generation from trial balance to final PDF in ~5 minutes
  • Compliance confidence: templates are automatically updated when reporting standards change, reducing the risk of non-compliant output
  • Breadth of coverage: a single platform handles multiple engagement types ("Compilation to Audit and everything in between") and multiple entity types and jurisdictions
  • Flexibility: choice between pay-as-you-use Cloud and unlimited-use Desktop license to match practice size and volume
  • Support from practitioners: the Draftworx support team are described as former accountants and auditors, providing domain-relevant assistance

Connections ​