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Your tax life,
organized all year.

Snap receipts, log business kilometres, and watch your tax-season readiness build in real time — then hand it all to your accountant with one tap. No more shoebox in February.

Sign in See how it works
Web appWorks on any device Practitioner portalIncluded
Built for SARS categories
Your data, your control
Backed by Holdings
Medical aid Retirement annuity Section 18A donations Travel logbook Home office Rental income
What TaxFin does

Everything your accountant asks for, already sorted.

Built for the person who means to keep good records — and needs the app to do the remembering.

Snap & auto-sort receipts

Photograph any receipt or invoice. TaxFin reads it and drops it into the right SARS category — medical, RA, donations, home office, and more.

Compliant mileage logbook

Log trips manually or let GPS track drive time automatically. Business vs. private is one tap, and the SARS rate is applied for you.

A readiness score, year-round

See exactly where you stand — deductible spend by category, outstanding documents, and a clear score for how ready you are for tax season.

Chat to a financial advisor

Unsure if you're structured optimally? Message a FinSmart advisor right from the app, with your numbers already in front of them.

Overview
Receipts
Mileage
Advisor chat
Receipts this quarter
Medical
RA
Donation
Travel
Add
Add
Advisor chat
Hi Mason — I can see your RA contributions are under your deduction limit. Want to chat about topping up before Feb?
Yes please, when are you free?
Your full picture, in one place

Graphs and numbers that actually mean something.

Not just a folder of photos — a live view of your financial year. See deductible spend trend over time, compare this year to last, and know at a glance what's still missing before you file.

  • Spend-by-category breakdownUpdates the moment you capture a receipt
  • One-tap export to your accountantPDF pack or secure share link, sorted by category
  • A human to ask when the numbers raise questionsDirect chat to a FinSmart wealth advisor
How it works

From shoebox to submitted, in four steps.

1

Capture year-round

Photograph receipts as they happen. No pile-up, no end-of-year scramble.

2

Auto-sorted for you

Every item lands in the right SARS category automatically — medical, RA, donations, travel, and more.

3

Track your readiness

A live score shows what's covered and what's still outstanding, long before tax season starts.

4

Share with your accountant

One tap sends a clean, categorized pack straight to your tax practitioner. No more chasing emails.

For tax practitioners

Stop chasing clients for documents.

TaxFin partners with independent tax practitioners and accountants. Your clients capture and categorize their own records all year — you receive a clean, organized submission instead of a WhatsApp thread of blurry photos in February.

  • A client roster viewSee who's submission-ready and who still owes documents
  • Request specific documentsAsk a client for exactly what's missing, in-app
  • Co-branded for your practiceYour clients see your name alongside TaxFin
Partner with us
Client roster

Ready for submission

ML
Mason Lauton
34 receipts · 128km logged
Ready
MK
Michael K.
21 receipts · 2 missing
2 missing
SP
Sipho P.
Logbook incomplete
Action needed
AV
Aisha V.
40 receipts · 96km logged
Ready
Not sure what you actually have in place?

Meet with a FinSmart wealth advisor.

If you're not confident about your retirement annuity, tax-free savings, or whether you're structured correctly at all — that's exactly what we're here for. Book a free session and we'll put a plan together, using what's already in your TaxFin profile.

Book a free consult

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Questions

Good to know

Is TaxFin a replacement for my accountant?
No — TaxFin makes you a better client. It organizes what you hand over so your accountant or tax practitioner spends less time chasing paperwork and more time on the advice that actually saves you money.
Who can see my data?
Only you, by default. Nothing is shared with a tax practitioner or advisor until you explicitly connect with them and choose to share a submission.
Do I need a tax practitioner already to use TaxFin?
Not at all. You can use TaxFin on your own to stay organized, and connect with a partner practitioner — or a FinSmart wealth advisor — whenever you're ready.
How is this connected to FinSmart?
TaxFin is a sibling product under FinSmart Holdings, alongside FinSmart SA. The two share the same standard for security and advice — TaxFin is where your records live, FinSmart is where your financial plan comes together.