Never miss important SARS correspondence again

Your firm’s SARS letters, notices, statements, and PDF attachments are collected daily, sorted automatically, linked to the correct client, and turned into a clear action list.

Auto-Categorized

VAT201, ITA34, Statement

What the software does

Accounting practices deal with a constant stream of SARS correspondence. Our software helps keep everything in one place.

Automatic Collection

New SARS correspondence is pulled in daily so your team does not have to search manually.

PDF Downloads

Important letters, statements, and notices are saved and stored neatly as attachments.

Smart Client Linking

Every document is automatically associated with the right entity, making management easier.

Action-Driven Workflow

Correspondence is turned into a clear to-do list for your team to stay organized.

Sort & Filter

Quickly view items by tax type, description, entity, status, or volume.

The Process

The 2-Step Workflow to
Audit-Ready Data

Streamline your tax preparation by bridging the gap between client portals and your internal dashboard. No manual entry, just absolute precision.

Connect with SARS

Our secure architecture automatically links your existing entities — companies and individuals — so you can focus on the work that matters.

Download & Sync

Watch your documents flow into the dashboard, automatically categorized and ready for import. Our engine handles the heavy lifting, ensuring every line item is mapped with surgical precision.

Auto-Categorization
Real-time Synchronization

SARS Documents processed so far

Supported Documents

Official SARS document types supported within the system.

BANK DOCUMENTS OUTCOME

CHALLENGE STATUS - REQUEST

COMPLETION LETTER

EMP STATEMENT OF ACCOUNT

FINAL DEMAND

FINAL DEMAND REMINDER

FINAL REQUEST TO REVISE RETURN OR SUBMIT SUPPORTING DOCUMENTS

FINALISATION LETTER

FINALISATION OF REVIEW OF VAT201 DECLARATION

FINALISED WITHOUT CHANGES

INCOME TAX - PENALTY ASSESSMENT NOTICE

INCOME TAX - PENALTY STATEMENT OF ACCOUNT

IT STATEMENT OF ACCOUNT

IT34 - ORIGINAL ASSESSMENT

IT34T

ITA34C

NOTICE OF REGISTRATION

NOTICE OF THIRD PARTY APPOINTMENT EMPLOYEE

OUTSTANDING DEBT

PTAX STATEMENT OF ACCOUNT

REFUND STATUS

RELEVANT MATERIALS RECEIVED

REVISE INCOME TAX RETURN OR SUBMIT RELEVANT MATERIAL

RFRE OUTCOME

SOP APPROVED

TAX COMPLIANCE REQUEST PROCESSED

VAT DOCUMENT REVIEW

VAT STATEMENT OF ACCOUNT

VAT VERIFICATION CASE FINALISED (WITHOUT FINDINGS)

VERIFICATION CASE ALLOCATED TO a SARS OFFICIAL

VERIFICATION OF INCOME TAX RETURN

VERIFICATION OF INCOME TAX RETURN FINAL REQUEST

WITHHOLDING TAX REMITTANCE NOTICE

WITHHOLDING TAX STATEMENT OF ACCOUNT

Benefits for accounting firms

Focus on the work that matters, not manual admin.

Less manual admin

Reduce the time spent checking, downloading, and filing SARS documents.

Better visibility

See outstanding work across all clients in one place.

Fewer missed deadlines

Important correspondence becomes visible as tasks, not hidden in inboxes.

Stronger client service

Respond faster and keep clients informed.

Better team accountability

Everyone knows what has been received and what needs follow-up.

Ready to reclaim your billable hours?

Join accounting practices automating their SARS document workflows.