Overview
The session addresses the modern shift in the accounting and tax profession toward operational efficiency. It focuses on helping South African firms transition from fragmented, manual systems (which risk time leakage and missed deadlines) to a connected, digital practice. Using real-world scenarios, it covers platform selection, workflow integration, and practical digital transitions without disrupting client relationships.
Webinar Content
The course content is structured into the following key sections:
- The state of the SA accounting practice today: Discusses the hidden costs of manual processes (time leakage, human error, compliance risks) and common pain points like missed CIPC deadlines and double-capturing.
- What digital integration means: Dispels myths about overhauling everything or replacing teams, explaining the difference between digitizing a process and integrating a workflow across onboarding, compliance, billing, and reporting.
- Building a connected practice: Explores how leading accounting platforms connect to a central hub, touching on CIPC compliance automation (annual returns, beneficial ownership) and tax administration workflows.
- Making the switch (Migration Roadmap): Provides a practical phased transition guide, covering staff and client buy-in, avoiding common failure points, and maintaining current client operations.
- Q&A and practical takeaways: Includes a live Q&A session, a practice-readiness quick-reference checklist, and next-step resources.
Competencies Development
Attendees who complete this session will develop competencies across three primary domains:
1. Technical Competencies
- Understanding digital integration principles tailored to accounting and tax practices.
- Knowledge of CIPC compliance obligations and utilizing technology for ongoing adherence.
- Awareness of integration capabilities in leading accounting platforms.
- Ability to spot workflow inefficiencies and map out technology-driven solutions.
2. Professional and Practice Management Competencies
- Strategic planning for practice modernization and digital transformation.
- Risk management regarding operational vulnerabilities born from manual, disconnected setups.
- Change management strategies to successfully transition staff and clients to new systems.
- Enhancing client service delivery, turnaround times, and communication through integrated platforms.
3. Ethical and Regulatory Competencies
- Understanding POPIA and data privacy obligations within cloud-based practice management.
- Awareness of regulatory compliance requirements (CIPC, SARS) and how tech supports compliance.
Presenter
Bernice Houy - Founder & CEO, Fintura
Bernice is a South African accountant, tech entrepreneur, and the founder of Fintura, a fintech platform modernizing daily accounting workflows. With over 12 years of hands-on professional experience , Bernice transitioned from running a Top Women-certified accounting practice to scaling fintech solutions on the global stage. She is the 2025 South African Champion of the Startup World Cup and a global startup mentor , recognized for her deep industry expertise and vocal advocacy for women in finance.
CPD
Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1 hours of Tax CPD.
Event Investment
Free for Tax Technican, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.
- Regular price: R230.00
- Group booking discounts available when you register for a group.
Payments & Cancellations
- All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
- Kindly note that should payment not be received 2 days after the event, legal action will be taken
- Proof of payment will be requested at registration, if payment does not reflect on Tax Faculty's bank account.
- Cancellations:
- Only written notice of cancellation will be recognized.
- If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
- If the cancellation occurs less than 4 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.
- 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.