CloudTax: Manage your Tax Practice from one screen
Your tax management platform that supports the preparation and submission of
IRP6 (Provisional Tax Returns), and ITR14 (Corporate Tax Returns).
CloudTax solution combines the indispensable benefits of cloud functionality with an invaluable overview of your entire tax payer client base.
Gain complete control
- Track the status of every return for every client at the right time from one central dashboard.
- Never miss a deadline.
- View SARS correspondence and letters from a single platform without logging into eFiling.
- Automatically triggering workflows based on year-end notify you ahead of time so you won't miss deadlines.
- Track all client and SARS correspondence so you can respond timeously.
Improve productivity and profitability
- Eliminate as many manual processes as possible to save time and focus on advice rather than number crunching.
- Never recapture data by leveraging CaseWare and the Cloud.
- Gain access to client information in one centralised system so you don't have to spend time searching for information.
- Automatically triggered workflow displays your status with every client.
Improve client service
- Position yourself as an advisor, not just a number cruncher.
(Your tax practice management Solution)
- Single view dashboard for tax returns status
- SARS sync - correspondence on letters & assessments
- CaseWare cloud sync
- Workflow tracking
Provisional Tax Returns
(Your IRP6 Provisional Tax Return Solution)
- Auto creates returns 60 days before due date
- Calculation based on your last assessment
- Bulk submission
Corporate Tax Product
(Your ITR14 Corporate Tax Return Solution)
- Automated Integration & with SARS synching
- Automated integration with CWWP Annual Financial Statements.
- Flexible direct integration with Xero, QuickBooks & Excel.
- Cloud storage & backup of all tax schedules & supporting documents
- Supports Dormant, Micro, Small & Medium-Large entity types
- Bulk submission
We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.
Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.
Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.
Enjoy a full document management system with built-in archiving, retention and back-up capabilities.
Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.
Leverage built-in roles for easy rights management, or create your own.
Promotes mobility and flexibility
The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.
Track and monitor every aspect of your engagement for optimized efficiency and profitability.
Task management and timeline analysis
Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.
Individual Tax Product
(Your ITR12 Individual Tax Return Solution)
Trust Tax Product
(Your ITR12T Trust Tax Return Solution)
Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.
Accounting and auditing practices trust CaseWare financial statement software to ensure compliance and boost efficiencies and profits.
CloudSec admin software manages more than just forms – it takes care of all the processes around secretarial work by connecting you, the client and the CIPC.
Time and Billing
Time is an add-on CaseWare Cloud time management app. Log your time and manage your WIP, store docs and client contact info, and collaborate on CaseWare files.