Agile Automate: bespoke software systems

Systems we build and run for

National Road CarriersFleet, HR & payroll platform
Falcon GasOperations platform
Retail SolutionsLabour-broking platform
High SchoolAccess Control System
Market TheatreGate & visitor access
ETG EnergyFalcon application
Praise Nation TVWebsite
Mari Ras-MaraisCounselling app
Oupa DaanAviary & farm manager
ROC ConsultantManagement system
WE Safari AfricaWebsite & booking
SyncPoint HRWebsite
ProfitpathWebsite
Agile Automate productBuilt and supported in South Africa

Tax Assistant: what it does

Chasing clients for documents by WhatsApp and email is slow and unsafe. Tax Assistant gives each client a private workspace where their documents are captured and kept together.

  • A private sign-in for every client, with their documents kept together.
  • Document capture straight from the phone camera.
  • Installable on phones and desktops, with no app store.
  • Online payments through PayFast.
  • Built on a secure cloud database, with each client's information kept separate.
Tax Assistant
Tax Assistant sign-in screen

ScreenThe client sign-in screen.

Who it is for

Made for the way these organisations work

Every product starts as a real operational problem for a real organisation. Adapting it to yours is weeks of work, not a from-scratch build.

Tax practitionersAccounting practicesBookkeepersFinancial advisers

Questions

Tax Assistant: your questions answered

What is Tax Assistant?

A secure web app where clients sign in to capture their documents and prepare their tax, from a phone or a desktop.

Does it need an app store?

No. It installs from the browser like an app, on phones and desktops.

Can clients pay online?

Yes. Online payments are handled through PayFast.

Is each client's information separate?

Yes. Each client signs in to their own workspace and sees only their own documents.

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See it working

Want to see Tax Assistant with your own process in mind?

A short call is enough to tell you whether it fits, needs adapting, or something new should be built. No obligation, and we will say so if it is not a fit.

IntegrationAutomationPeoplePerformance