Private beta · invite only

Your tax year,
in order.

Capture receipts, log your mileage and watch your checklist fill in all year. When it's time, send your accountant one clean pack — no more shoebox in February.

Built around SARS categories Works on any phone No accountant login needed
Medical expenses Retirement annuities Section 18A donations Travel & logbook Home office
How it works

Three habits. One tidy year.

TaxFin does the filing and the sums, so keeping good records takes seconds instead of a weekend.

1

Capture it as it happens

Snap the receipt, or just note the vendor and amount and add the photo later. It lands in the right SARS category on its own.

Dis-ChemR412.30
2

Log trips in seconds

Add a trip with a purpose and the distance. Your running odometer, business kilometres and claim update automatically.

Client meeting46 km
3

Send one file

Tap export and share a single zip with your accountant on WhatsApp or email. They need nothing from you but the file.

taxfin-tax-pack.zip2.1 MB
The logbook

A logbook that builds itself.

Enter your odometer once. Every trip after that is worked out for you, in order, with the running total SARS expects to see.

  • Business and private, split cleanly. One tap per trip.
  • Your claim, calculated. At the deemed rate, updated as you go.
  • Made a mistake? Delete a trip and everything after it recalculates.
Odometer now
48,531km
Started at 48,210 km · 1 Mar 2026
Client meeting, Sandton22 Oct · Business
46 km48,531
Weekend away, Hermanus20 Oct · Private
164 km48,485
Site visit, Stellenbosch17 Oct · Business
83 km48,321
The tax pack

One file. Nothing to chase.

Your accountant gets exactly what they ask for, organised the way they want it — without a TaxFin account, a login, or a single follow-up message.

  • Every receipt photo, named by date and vendor.
  • An expenses spreadsheet, totalled by category and ready for Excel.
  • Your logbook, trip by trip with the running odometer.
taxfin-export-2027.zipReady to share
receipts/47 photos
Folder
expenses.csvR24,860 across 5 categories
Excel
logbook.csv31 trips · 2,184 km
Excel
Year-round clarity

Know where you stand, all year.

A simple readiness score and a checklist built around what a return actually needs. Tap an open item and TaxFin takes you straight to adding it.

80%
Medical expenses added
RA certificate confirmed
Three business trips logged
Home office captured
Add your 18A donation receipts
Your records, your call

Private by design.

Nothing is shared automatically

No accountant portal, no linked accounts. Your records only leave TaxFin when you download or share your pack.

Built with POPIA in mind

We keep only what the product needs, and you can delete any receipt or photo whenever you like.

Sign in without a password

A one-time code to your email each time. Nothing to remember, nothing to leak.

Not sure what you have in place?

Talk to a real adviser.

If you're unsure about your retirement annuity, tax-free savings or whether you're structured correctly, book a free session with R&N Financial Planning. They'll start from what's already in your TaxFin profile.

R&N is a separate, independent practice — not part of TaxFin.

Book a free consult
Questions

Good to know.

Does TaxFin replace my accountant?
No. TaxFin makes you an easier client. It organises what you hand over, so your accountant spends their time on advice rather than chasing paperwork.
Does my accountant need to sign up?
No. You export one zip and send it however you like — WhatsApp, email, a shared drive. They open it like any other file.
Who can see my data?
Only you. There's no practitioner-facing side of TaxFin and nothing is shared automatically. What leaves the app is what you choose to download or share.
Do I have to take a photo of every receipt?
No. Log the vendor and amount now and attach the photo whenever you find it. Receipts missing a photo are flagged so you can come back to them.
Is the mileage claim accurate?
TaxFin applies the SARS deemed rate to your business kilometres as a guide. Rates change, so confirm the current figure with your accountant or adviser before you file.
Is TaxFin free?
TaxFin will be a paid app. While it's in private, invite-only testing, pricing goes out directly to people we invite.
How does this relate to FinSmart?
TaxFin is a sibling product under FinSmart Holdings. FinSmart is the planning suite advisers use; TaxFin is where individuals keep their tax records in order.
Early access

Get your year in order.

We're inviting people in small groups. Leave your email and we'll let you know when it's your turn.

You're on the list — we'll be in touch.

Already invited? Sign in