EazyTax for accountants
Skip the data-gathering.
Get straight to the advice.
Your client sends you a pre-categorised tax pack with a secure, time-limited link. Review every transaction, approve the return, or request changes — no account or download required.
Free for accountants · No login required · Built for South African tax
Three steps. No software to install.
EazyTax does the bookkeeping work. You do the bit that needs your judgment.
Your client invites you
From their EazyTax dashboard, they generate a secure review link and email it to you. The link expires in 14 days.
You review the pack
Open the link in your browser — no login. See every transaction, every receipt, every SARS line item, with the AI's category suggestions clearly marked.
Approve or send back
Click Approve to lock the return, or Request Changes with notes. Your client sees your feedback in their dashboard immediately.
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 field codes. See the source transaction behind every number — no spreadsheet guessing.
Receipts and bank evidence
Click any line to see the underlying transaction or receipt scan. Full audit trail without asking the client for backup.
AI categorisation, transparently flagged
Every AI-suggested category is marked with a confidence score so you know exactly where to focus your review.
Notes the client can act on
Leave per-line comments, mark a return as needing changes, or approve in one click. Your feedback syncs back to their dashboard.
Time-limited and revocable
Links auto-expire after 14 days. 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, no MFA, no software install — just the work.
The work that gets to you is already 80% done.
When a client uses EazyTax all year, by tax season their bank statements are imported, every receipt is logged, and each line is already mapped to a SARS category. You inherit a clean, audit-ready ledger — not a shoebox.
That means you spend your billable hours on the work clients actually pay for: judgment, planning, and getting the deductions right.
Hours, not days
Average review time per client return
Every transaction
Pre-categorised against SARS codes
ITR12 + ITR14
Both individual and company returns supported
POPIA-aligned
Time-limited links, revocable any time
Ready when your client is.
The review tool is built into every EazyTax account — your clients can start sharing tax packs with you today. If you'd like a walkthrough before they invite you, get in touch and we'll set up a demo.