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taxtim.com
✓ verifiedPaid
Guided online tax-filing service for South Africans that imports SARS eFiling data and submits returns directly.
563K visits/mo
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Uprise Embedded
✓ verifiedPaid
Embedded tax and financial advisory service that SMB platforms white-label to offer their business-owner customers CFP guidance.
12K visits/mo
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CPA Pilot
✓ verifiedFree trial
AI tax assistant for CPAs and EAs covering return review, research, client emails, projections and planning.
4.9K visits/mo
Pricing
Individual Income Tax Return (ITR12): from R249
Provisional Tax Return (IRP6): from R550
Company Tax Return (ITR14): from R699
No public pricing
CPA Pilot 20: $29/mo (20 messages)
CPA Pilot 60: $49/mo (60 messages)
CPA Pilot 150: $119/mo (150 messages)
CPA Pilot Unlimited: $199/mo (unlimited messages)
Free trial available
Core features
- ✦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
- ✦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
- ✦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
Use cases
- →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
- →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
- →Reviewing returns before sign-off
- →Researching tax questions
- →Drafting client email replies
- →Running tax projections
- →Year-round advisory and planning
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