For accountants, bookkeepers and tax practitioners
Skip the data gathering. Get to the advice.
Your client sends you a pre-categorised tax pack through a secure, time-limited link. Review every transaction, approve the return or request changes, with no account or download.
Prefer to talk first? Email us
Ad-hoc review: free, no account · Year-round: the Practitioner plan
Thandi M.
- categorised
- 412/412
- categorised
- receipts
- 38
- receipts
- notes
- 2
- notes
Three steps. No software to install.
EazyTax does the bookkeeping. You do the part that needs your judgment.
- 01
Your client invites you
From their EazyTax dashboard they create a secure review link and email it to you. The link expires in 14 days.
- 02
You review the pack
Open the link in your browser, no login. Every transaction, every receipt and every SARS line item, with the suggested categories clearly marked.
- 03
Approve or send back
Approve to lock the return, or request changes with notes. Your client sees your feedback in their dashboard straight away.
What you'll see when you open the link.
A focused review screen, built for the way accountants actually work.
- Every line of the ITR12 or ITR14
- Pre-mapped to SARS fields, with the source transaction behind every number. No spreadsheet guessing.
- Receipts and bank evidence
- Click any line to see the transaction or receipt scan behind it. A full audit trail without asking the client for backup.
- Suggested categories, clearly flagged
- Every AI-suggested category carries a confidence score, so you know exactly where to focus.
- Notes the client can act on
- Comment per line, mark the return as needing changes, or approve in one click. Your feedback lands in their dashboard.
- Time-limited and revocable
- Links expire after 14 days and your client can revoke access any time. POPIA-friendly out of the box.
- No account, no download
- Open the link, do the review, close the tab. No login and nothing to install.
The work that reaches you is already 80% done.
When a client uses EazyTax all year, by tax season their statements are imported, every receipt is logged and each line is mapped to a SARS category. You inherit a clean, audit-ready ledger, not a shoebox.
So your billable hours go on the work clients pay for: judgment, planning and getting the deductions right.
Hours, not days
Typical review time per client return
Every transaction
Pre-categorised against SARS codes
ITR12 and ITR14
Individual and company returns both supported
POPIA-aligned
Time-limited links, revocable any time
For tax practitioners and bookkeepers
EazyTax Practitioner
Manage up to 25 clients' books from one login. Invite them by email; they sign up free and you handle the rest. Every Pro and Enterprise feature is unlocked on every client.
Larger firm (50+ clients)? Email us and we'll quote a custom seat allowance.
or R 10 690 / year (save R 1 190) · R 891 / month equivalent when billed annually
- Manage up to 25 client workspaces from one login
- Invite clients by email — they sign up free, you keep full access
- Switch between client workspaces in one click
- Every Pro/Enterprise feature on each client (PDFs, AI categorise, multi-year)
- Past tax years on every client (retrospective filing)
- Centralised client portfolio with deadlines + status at a glance
- Priority support · response within 1 business day
- Free 30-minute onboarding call
Ready when your client is.
The review tool is built into every EazyTax account, so your clients can share tax packs with you today. Want a walkthrough before they invite you? We'll set up a demo.
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