Course Overview:

Discover how Konsise, South Africa’s purpose-built tax management platform, can streamline your entire tax process. This FREE session will walk you through the Konsise system, showing you how to manage returns, monitor compliance, store documents securely, and collaborate more efficiently. Whether you're part of a corporate tax team, an accounting firm, or a solo tax practitioner, Konsise helps reduce admin, eliminate errors, and take control of your tax obligations.

Course Objectives:

By the end of this session, you will:

• Understand how Konsise integrates directly with SARS eFiling to simplify submissions and correspondence retrieval.
• Learn how to automate workflows, set reminders, and monitor deadlines for multiple entities.
• Gain insight into using built-in tools for compliance tracking and document management.
• See how to assign tasks, set user permissions, and collaborate within your team securely and efficiently.
• Get a live demonstration of how these features fit into your day-to-day tax operations.

Course Content:

This course will cover the following key features and workflows:

• SARS Integration. Direct submission of filings, access to Statements of Account, and retrieval of SARS correspondence
• Automated Workflows. Set up task tracking, submission reminders, and approval workflows to keep teams aligned
• Compliance Monitoring. View filing status across entities, spot pending submissions, and stay on top of compliance deadlines
• Centralised Document Storage. Organise files by tax type and entity with secure, cloud-based access for your team
• Review and Sign-off Process. Define roles and responsibilities, manage user access, and maintain enterprise-grade security.

This course is ideal for:

• Corporate Tax Teams managing compliance across multiple entities and looking to streamline tax operations.
• Accounting Firms that require an efficient way to oversee client tax obligations and collaborate internally
• Tax Practitioners who need a reliable tool to manage client filings and track compliance

Whether you’re new to Konsise or exploring smarter tax management solutions, this session is designed to help you work faster, smarter, and with fewer errors.