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An integrated tax management solution to automate the tax return process

Our tax management solution, CloudTax, takes care of all the administrative tasks associated with tax compliance for corporates, trusts and individuals. CloudTax provides tax practitioners with a central place to manage their entire practice. CloudTax integrates seamlessly with SARS eFiling, eliminates as many previous manual processes as possible and in doing so, saves time and allows practitioners to focus on giving their clients advice rather than just number crunching.

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 correspondence from SARS and clients from a single platform without logging into eFiling.

Improve client service
  • Position yourself as an advisor, not just a number cruncher.
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.
Manage Risk
  • 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.
  • The automatic and interactive dashboard provides a full overview of all provisional tax activities in the system.
    You can pinpoint what returns are due when and for whom at the click of a button.
  • All customer information is housed in a single location.
    Each taxpayer (individual, corporate and trust) has a profile in CloudTax, which is directly linked to CaseWare Cloud, where you can easily manage their personal, company and contact details – no recapture needed.
  • All data is securely stored in the CaseWare Cloud.
  • Only one sign-off needed once all data has been validated.
  • Leverage financial information in CaseWare with no capturing errors.

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.

Client portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File management

Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Centralised engagements

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.

Engagement Management

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.

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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.

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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.

Our comprehensive list of all the training solutions we offer to help you upskill fast.

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MDL Payroll and Accounting

"I have found the product to be awesome and the service has been outstanding."