# DOCS — Full product summary for AI systems

**Site:** https://docs.co.za/

DOCS is marketing and lead-generation software positioning for a product that helps **South African accounting firms** manage **SARS (South African Revenue Service) correspondence**: letters, notices, statements, and PDF attachments. The product narrative is: daily collection, automatic sorting, linking documents to the correct client/entity, and turning correspondence into an **action list** so teams miss fewer deadlines and spend less time searching inboxes.

**Structured machine-readable list of supported SARS document type names:** https://docs.co.za/documents.json

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## What the software does (features)

1. **Automatic collection** — New SARS correspondence is pulled in daily so staff do not have to search manually.
2. **PDF downloads** — Important letters, statements, and notices are saved and stored as attachments.
3. **Smart client linking** — Documents are associated with the correct entity/client.
4. **Action-driven workflow** — Correspondence becomes a clear to-do list for the team.
5. **Sort & filter** — View items by tax type, description, entity, status, or volume.

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## How it works (high level)

1. **Connect your portal** — Integrate with existing client/practice systems; copy mentions secure, API-first architecture, SSO, REST API.
2. **Download & sync** — Documents flow into a dashboard with auto-categorisation and reconciliation-oriented workflow.

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## Benefits (as stated on the site)

- Less manual admin checking, downloading, and filing SARS documents.
- Better visibility of outstanding work across clients in one place.
- Fewer missed deadlines by surfacing correspondence as tasks.
- Stronger client service through faster responses.
- Better team accountability on what was received and what needs follow-up.

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## Supported SARS document types (official names)

Alphabetical list (same strings as on the website and in `documents.json`):

- 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
- FINALISED WITHOUT CHANGES
- FINALISATION LETTER
- FINALISATION OF REVIEW OF VAT201 DECLARATION
- 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

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## Conversion / demo

Primary call-to-action: **Book a Demo** / **Schedule a Demo**, implemented with an embedded Google Calendar booking page (`calendar.app.google`).

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## Page structure (anchors)

- `#features` — Feature grid
- `#how-it-works` — Two-step workflow narrative
- `#benefits` — Benefits for accounting firms