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Guided online tax-filing service for South Africans that imports SARS eFiling data and submits returns directly.
German tax and accounting app for freelancers, handling taxes, invoicing, bookkeeping and a business account with AI help.
AI tax assistant for CPAs and EAs covering return review, research, client emails, projections and planning.
Human bookkeeper plus AI coach for solopreneurs at $39/mo, pitched against pricier bookkeeper+QuickBooks setups; 7-day trial.
Embedded tax and financial advisory service that SMB platforms white-label to offer their business-owner customers CFP guidance.
No public pricing
Free trial available
Free trial available
Free trial available
No public pricing
- ✦Direct import of tax data from SARS eFiling
- ✦Step-by-step guided filing questionnaire
- ✦Automated review checks to catch errors and missed deductions
- ✦One-click submission of completed returns to SARS
- ✦Free checker for reviewing SARS auto-assessments
- ✦Separate packages for individual, provisional, and company tax returns
- ✦Vehicle logbook and expense tracking tools
- ✦Automated tax returns with AI assistance
- ✦Legally compliant e-invoicing
- ✦Bookkeeping and expense tracking
- ✦Free business account with tax reserves
- ✦Access to human tax coaches
- ✦Tax return review engine
- ✦1040 and business return summaries
- ✦Client tax organizer generation
- ✦Client email drafting
- ✦Tax research with citations
- ✦Tax projections and scenario modeling
- ✦Entity selection wizard
- ✦IRS notice research
- ✦Human bookkeeper included
- ✦AI financial coach
- ✦Built for solo businesses
- ✦Bookkeeping at a flat $39/mo
- ✦7-day free trial
- ✦White-labeled embedded tax and advisory services
- ✦API-based integration for custom implementations
- ✦Access to Certified Financial Planners and tax professionals
- ✦Guidance spanning business registration, payroll, and funding decisions
- ✦AI-drafted first-pass advice reviewed by human advisors
- ✦Coverage of personal finance topics like family and retirement planning
- →Filing an individual income tax return without prior tax knowledge
- →Checking whether to accept or dispute a SARS auto-assessment
- →Submitting provisional tax returns as a freelancer or business owner
- →Filing company tax returns (ITR14)
- →Tracking deductible vehicle and business expenses through the year
- →Filing taxes as a freelancer in Germany
- →Sending compliant invoices
- →Managing self-employed bookkeeping
- →Setting aside tax reserves automatically
- →Reviewing returns before sign-off
- →Researching tax questions
- →Drafting client email replies
- →Running tax projections
- →Year-round advisory and planning
- →Outsource bookkeeping affordably
- →Avoid tax-time surprises
- →Get financial insights as a solopreneur
- →SMB software platforms adding financial advisory as a revenue stream
- →Freelancers and agency owners needing tax and business guidance
- →Healthcare practices and real estate agents seeking financial planning
- →Platforms wanting to cross-sell financial products to business customers