Fintura
Tax

AI turns every SARS letter into a task and a drafted response.

Fintura pulls every SARS letter into one inbox. AI explains it in plain language, sets the deadline, and drafts the client email and, where relevant, the SARS response for review.

Official SARS ISV Partner

A walkthrough of managing SARS correspondence in Fintura Tax. The Correspondence dashboard shows every client's SARS correspondence in one place. From the Actions menu you can set a letterhead and signature and assign team members to particular types of correspondence, so the work is delegated across the team. Correspondence credits can be bought and assigned to individual documents to run the AI workflow without a subscription, and a subscribed client's documents are all unlocked at no credit cost. The dashboard shows workflows in progress and completed and the AI reviews already run, and historical correspondence can be uploaded to run the workflow on it retroactively. Filters by return type can be saved as the default for the session. Opening a correspondence line shows the document and starts the workflow. Finnie, Fintura's AI, reads the full document, extracts the key data and produces a summary, a deadline, client and team member assignments, a draft response letter to SARS and a client-facing email in one click. The deadline can be overridden by hand, the SARS response letter can be edited and downloaded, and the client email is editable and is sent from the user's connected email account. A bulk analysis function runs the workflow on several SARS documents at once.

The problem

Stop losing SARS letters in scattered inboxes.

SARS correspondence lands across different inboxes and gets missed, with no clear owner or status, and important deadlines hide inside unread notices.

The solution

Every SARS letter, analysed and actioned.

Pulled into one inbox, read by AI, and turned into tracked work with the drafts ready for review.

Every client's SARS letters in one inbox

Fintura pulls your clients' SARS correspondence into one organisation-wide inbox and keeps it current, syncing roughly every ten minutes, so nothing sits unseen in a separate portal.

  • One organisation-wide SARS inbox
  • Syncs about every ten minutes

Filter and triage what matters

Filter by portfolio, return type, period and status, mark letters read or unread, and use the unmapped view to catch correspondence for taxpayers you have not linked yet.

  • Filter by portfolio, type, period and status
  • Unmapped view for unlinked taxpayers

Let Finnie read the letter and draft the response

Finnie, Fintura's AI, reads each letter and summarises what it says and what it means in plain language. Confirm to create a task with the deadline read from the letter, and review the drafted client email and, where relevant, the drafted response to SARS. Taxpayers on a Tax subscription have every letter unlocked. For the rest, a SARS Correspondence Credit unlocks a letter permanently, with no plan needed.

  • A plain-language summary with a confidence indicator
  • Response letters carry your letterhead and signature
  • Credits unlock letters for taxpayers not on a subscription

Turn letters into tracked workflows

Assign each letter to an owner with a status, so every request is actioned rather than forgotten, and jump straight to the client or return in one click.

  • An owner and a status for every letter
  • One click to the client or return
5.0

Rated 5.0 on Capterra across 5 reviews

“We have implemented Fintura in our accounting practice and it has quickly become an essential part of our workflow. The platform is intuitive, easy to navigate, and has significantly improved our efficiency across clients, engagements, tasks and compliance.”
Esmari V.
Managing Director, Accounting
“All in one place, simple and so user friendly. Local, with the best technology to streamline your work, and the customer service has been excellent.”
Ernst V.
Chartered Accountant, Accounting
FAQ

Frequently asked questions.

Everything you need to know before you start. Still curious? Book a demo and we will walk you through it.

Fintura pulls every client's SARS letters into one organisation-wide inbox, and Finnie, Fintura's AI, reads each letter and explains it in plain language. Confirming the analysis creates a task with the deadline read from the letter, and drafts both the client email and, where relevant, the response letter to SARS for your review.

Finnie is Fintura's AI. Inside the platform it reads SARS correspondence, extracts the key details, sets the deadline and drafts the client email and the response to SARS for review. On this website it is the assistant you can ask questions about Fintura, its pricing and how it works.

VAT201 and EMP201 today, with IRP6 provisional returns coming very soon. Income tax returns such as ITR12 and ITR14 are not submitted from Fintura, and neither are EMP501 reconciliations. Registering a taxpayer for VAT or PAYE is different again: that is a Compliance service, where the documents are generated for you and a person files them.

Fintura pulls SARS correspondence for every taxpayer linked to a client, whether or not that taxpayer is on a Tax subscription, so nothing arriving at SARS goes unnoticed. Seeing that a letter has arrived, with its type, subject and date, is always free. If the taxpayer is not on a Tax subscription, the letter stays closed until you reveal it, and revealing it uses one credit at R2. Letters for taxpayers on any Tax tier never use a credit.

Credits suit taxpayers you hear from occasionally, where a monthly subscription would sit mostly unused. If you work on a taxpayer regularly, a Tax subscription is usually the better fit, because it covers correspondence along with returns, submissions and the rest of the module. Credits need no paid plan, though you do need a Fintura login to use them. Your Fintura contact can help you compare the two across your portfolio.

Yes. Fintura's tax workflows are included in the 30-day free trial, so you can see how they fit your firm before you rely on them.

Tax is priced per taxpayer, per month. Track at R29 includes full correspondence management, workflows, the Tax Compliance Dashboard, and statements and payments. Submit at R79 adds either VAT or PAYE submissions. All In at R99 includes both VAT and PAYE submissions. You choose a tier for each taxpayer you onboard.

AI turns every SARS letter into a task and a drafted response.

Start for free in minutes, or book a demo to see it on your own portfolio.

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