Request tax return supporting information and documents, using built-in queries, directly from taxpayers within the app.
Seamless Data Integration
Automatically prepopulate tax returns with SARS data and taxpayer supplied query response information.
Never miss a deadline by easily tracking and monitoring all provisional and annual return progress and statuses.
Manage a single copy of taxpayer details, revisions, collateral and correspondence in a single centralised platform.
Firm Template Configuration
Configure a firm-specific template that is bespoke to the needs of the organization and drives consistency across engagements.
Aggregate many trial balances from various General Ledger Systems to simplify group reporting in a central platform.
Increase efficiency by leveraging extensive built-in logic to roll-forward selected information related to the client.
Mapping and Lead Sheets
Automate reports and lead sheet schedules with simplified account assignments to reporting categories.