Are you looking for a Caseware Africa Taxware Product Replacement?

Make the switch replace Casewase Taxware with Konsise. Keep your tax work on track.

There are other tax software platforms on the market created to help tax teams organise their work, but we (unsurprisingly) believe Konsise is the top option to replace the Caseware Taxware software platform in the South African tax practitioner market.

Person replacing Taxware with Konsise software on computer

Built-in enterprise-grade security

World-leading security and compliance are built in, ensuring your company’s sensitive tax data remains protected.

The unique strengths of Konsise vs other South African tax solutions.

Real-time SARS notifications via email

Each instance of SARS correspondence triggers real-time email notifications through Konsise, enabling swift access via a direct link to the document on our platform. This streamlined process enhances accessibility, facilitating improved team collaboration by extending notifications to all preparers and reviewers associated with a specific tax filing.

Konsise screenshot: Experience seamless SARS tax submission and payment monitoring with automation
Cartoon man searching for documents in a dark room

Team access to SARS correspondence

All correspondence related to SARS is automatically associated with the pertinent tax filing, granting your team full access to it. The dates of correspondence, alongside the option to download it, are also visible. The Konsise tax software, in particular, empowers entire tax teams by providing them with access to all SARS correspondence related to integrated tax types. With SARS issuing correspondences and statements of accounts through eFiling, our software seamlessly retrieves this information, ensuring that it reaches your team promptly via email.

Automated storage of SARS correspondence

All SARS-related correspondence is appended to the corresponding tax return and is then dispatched with a notification to ensure that it is brought to your attention. In addition, we deposit it into your Konsise inbox, which is easily filterable by date or time period.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Cartoon man searching for documents in a dark room

Easy access to SARS correspondence

Our comprehensive system guarantees that all types of correspondence, such as statements of account, VAT verifications, assessments, general letters, and corporate tax verifications, are meticulously recorded and filed together with tax returns. Besides, we alert our clients with notifications to prevent any oversight, ensuring that all crucial documents are accounted for and readily accessible within our Konsise platform. Our system provides an efficient and reliable way for businesses to manage their tax-related paperwork, reducing the risk of errors and increasing compliance with regulatory requirements

Effortlessly monitor and automatically download Statement of Account

Integrating the Statement of Account (SOA) with SARS provides a convenient way to access all the relevant information on the SoA, including the value of submissions and payments. This eliminates the need for manual login into the eFiling system to check for the accuracy of submissions. The tool enables easy management of the current statement value, saving valuable time for individuals and teams in the tax workflow.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Konsise screenshot: Experience seamless SARS tax submission and payment monitoring with automation

Automated SARS payment & submission tracking

Trackers are populated automatically with data directly from SARS, allowing users to quickly filter information by country, entity type (individual, company or trust), tax category, and date range. Users can easily access a complete summary of each tax filing, including the preparer, reviewer, uploaded documents, and any related SARS correspondence with just one click. This information can be easily exported to Excel for a streamlined view of all returns.

VAT Submission determination tab

Konsise offers an efficient solution for filing tax returns through its VAT submission determination tab. With this feature, users can easily determine output VAT and input VAT and generate a summary report to be submitted directly from the software.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Konsise screenshot: Experience seamless SARS tax submission and payment monitoring with automation

Summarised oversight of all clients

Konsise can proficiently manage tax obligations for companies, individuals and trusts with diverse tax types.

Immediate oversight of all tax filings

Once the software has identified all the entities required, such as companies, individuals and trusts, it can automatically create a “tax card” in Konsise, outlining the tax filing obligations. A tax card in Konsise is created for every tax filing obligation, whether the entity is a company, trust or individual, giving users an easy-to-consume overview of current and upcoming deadlines.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Konsise screenshot: Experience seamless SARS tax submission and payment monitoring with automation

Customisable review & sign off workflow

The review and sign-off feature can be customised to enable designated users to oversee the progression of the review process and ensure compliance with established procedures. This feature represents a valuable tool for tax teams seeking to optimise their tax preparation and review process while preserving the accuracy and compliance of their tax returns.

Encrypted documentation storage

Konsise Drive is a cloud-based location with full encryption, allowing users to store and manage relevant documentation, computations, reconciliations, and client communications in a secure environment. This platform lets users conveniently drag and drop any necessary files into the drive, ensuring a streamlined and efficient experience. With Konsise Drive, you can confidently store and manage crucial data while maintaining the highest level of security and privacy.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Konsise's software interface

Transparent insights with no manual entry

Comprehensive compliance reports are available for companies, individuals, and trusts, presenting cumulative balances categorised by tax types, including VAT201, ITR14 Income Tax return, EMP 201 Employer declaration, and IRO6 provisional tax returns. This provides a detailed and organised overview of financial obligations, enhancing transparency and facilitating efficient compliance.

Access historical tax returns

Access a comprehensive overview of historical tax information at a glance, including submission dates, submitted amounts, payment details, and dates, eliminating the need to check historical files manually and enhancing the ease and convenience of managing historical tax periods.

Konsise screenshot: Dive into the details with the SARS Statement of Account feature for comprehensive tax insights.
Konsise screenshot: Experience seamless SARS tax submission and payment monitoring with automation

Accurate tax compliance data

The accuracy and reliability of reporting are maintained through seamless integration with SARS. Eliminating the need for manual data entry assures a meticulous and reliable reporting experience.

Get a FREE 45-day trial* today. No credit card is required.

Use Konsise to streamline your regulatory teams, processes and data together in one place.

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Frequently asked questions when considering moving from Caseware Taxware to Konsise

What is Konsise Tax Software?

Konsise tax software integrates Excel, SharePoint, Outlook, and SARS eFiling functionalities into a single platform for seamless, comprehensive tax management. Purpose-built in South Africa for responsible tax professionals, it ensures comprehensive compliance with SARS regulations while saving valuable time. With enterprise-grade security and real-time reporting, Konsise streamlines tax workflows, empowering practitioners to focus on core expertise and business growth.

Does Konsise have a free version?

We understand that investing in new tax software can be a big decision, so we offer our potential clients a 45-day free trial. Before you commit, we’ll need to give you a personalised demonstration and better understand what you are looking to achieve with Konsise and make sure that our platform can meet your expectations. The best part? No credit card is required!

Does Konsise offer on-premise software?

Konsise is exclusively available as a cloud-based solution, providing the ultimate convenience of steering clear of the hassle of loading software on your computer, backing up your data, and saving information and documents to your hard drive. Everything is stored securely in the cloud, which means you can access it anytime. Not only does it save you time and effort, but it also ensures that you have the latest updates and features at your fingertips. Moreover, you don’t have to worry about losing your data or critical private information due to hardware failure or theft. 

Can I pay for Konsise monthly?

There are monthly payment options available. Get in touch to explore this option

What type of security does Konsise offer?

Konsise’s security policies confidently guard customer data security, availability, confidentiality, and privacy, meeting the highest standards of both Konsise and the customer. We diligently implement and maintain robust security safeguards for the application infrastructure outlined in our security document. Customers can trust us to handle their application system’s security, while Microsoft Azure takes responsibility for securing the cloud.