Overview

This practical webinar explored how accounting and tax practices could automate and streamline SARS and CIPC compliance using digital workflows and AI. It covered the full compliance lifecycle—from client engagement and document intake to review and delivery—while showcasing leading South African software solutions. Participants gained actionable insights into reducing administrative burden, improving efficiency, and integrating AI into modern compliance practices.

Webinar Content

The webinar provided a comprehensive look at automating compliance for the South African Revenue Service (SARS) and the Companies and Intellectual Property Commission (CIPC). It broke down the digital transformation of an accounting practice into eight core focus areas:

• Engagement and Scheduling: The session demonstrated the move from basic letters to three-tier proposals using tech like Practice Ignition and ChatGPT to calculate billing.
• Intake and Workpaper Prep: It highlighted utilizing software to build and follow up on document lists so they did not reach the professional team until complete. It also explored using AI Agents for PDF annotations.
• Input and Review: The focus shifted from professional teams performing all data entry to AI Agents populating cloud software, followed by tiered reviews that included AI and administrative checks.
• Delivery: This section showed how to enhance the final product with actionable steps and video explainers rather than just delivering paperwork.
• Software Solutions: The webinar reviewed specific tools for the South African market, including:
  • Accfin AI Taxman & Cosec
  • DataGrows for workflow management
  • Fintura, an all-in-one AI platform
  • Konsise for SARS payment initiation and beneficial ownership calculations
  • GreatSoft for secretarial and tax management

Competencies Developed

Participants in this session developed the following professional competencies:

• Digital Workflow Design: Understanding how to structure compliance processes to reduce administrative burden.
• Technological Literacy: Gaining knowledge of modern tax and company secretarial software solutions specific to the South African regulatory environment.
• AI Integration: Learning how to use ChatGPT Agents and custom GPTs to draft segments, prep lists, and review workpapers.
• Practice Management: Developing strategies to "deskill" certain tasks, allowing administrative staff to drive schedules and software once established by the professional team.
• Resource Utilization: Identifying official channels and video resources provided directly by SARS and the CIPC for ongoing compliance education.

Presenter

Nestene Botha

Nestene Botha is a registered Chartered Accountant and the Academic Programme Leader for the BCom Accounting Programme at Mancosa. With a Masters Degree in Auditing Education, she has worked with approximately 10 higher education institutions globally and is deeply passionate about education. Nestene has a keen interest in Artificial Intelligence and its applications in the accounting profession, integrating AI and technology into her lectures and research. She is recognized as one of the top 35 under 35 Chartered Accountants in South Africa by SAICA and one of the top 50 women in accounting worldwide by Practice Ignition. Additionally, she is a co-founder of Explore ProTech, an entrepreneurial haven with the vision of saving the global economy - one small business at a time.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of CPD.

Event Investment

Free for Tax Technician, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price:  R460.00
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested at registration if payment does not reflect in The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event, a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.