Thabo & Partners Accountants
Tax Season Handled 3x Faster
Solutions Used
Results That Speak for Themselves
Measurable improvements across the business
3x
Faster tax season processing
0
Missed SARS deadlines
5 days
Average document collection (from 3 weeks)
50%
Reduction in overtime
100%
Client compliance visibility
The Problem They Faced
Tax season was chaos. Document collection from clients was a nightmare, deadlines were missed, and the team worked 80-hour weeks.
Document collection taking 3+ weeks per client
Missed SARS deadlines causing penalties
Team burnout during tax season
No visibility into client compliance status
Manual reminders and follow-ups
How BizAI Helped
Marketing Engine automated document requests and reminders, Smart CRM tracked compliance deadlines, and the client portal allowed secure document uploads.
Automated Document Collection
Clients receive automated reminders with secure upload links. 90% of documents collected without manual follow-up.
Compliance Dashboard
Visual overview of all clients showing exactly where each stands in the compliance process.
“Our first tax season with BizAI was a revelation. We processed 3x more returns with half the stress. No more midnight emails begging for documents.”
Thabo Molefe
Managing Partner, Thabo & Partners
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