Calendar, lists and emailIn OptiTax
Reminders, to-dos, shopping lists and emails, by voice or text.
Start here
Calendar with WhatsApp reminders
Times like "3 p.m.", ranges and several days in one message.
my calendarSee the detailsTo-do and ideas lists
"Things to do tomorrow is A and B" adds both.
my to do listSee the detailsDictate an email by voice
Say who and what, check the draft, send.
dictate an emailSee the detailsAll 10 features
10 features10 work today
Calendar, lists and email10
- Calendar with WhatsApp remindersTimes like "3 p.m.", ranges and several days in one message.Say my calendar
- Add calendar entries by voice note"Monday morning, call the bank, 10 o'clock".
- Asks for a time if you forget oneAn appointment without a time gets a quick "what time?".
- Meeting agendas sent at meeting timeYour agenda arrives when the meeting starts, with a page to open.
- To-do and ideas lists"Things to do tomorrow is A and B" adds both.Say my to do list my ideas
- Shopping list grouped by shopWith an estimated total from what you last paid.
- Loyalty cards at the tillSave card photos and get them back in chat when you pay.
- Dictate an email by voiceSay who and what, check the draft, send.Say dictate an email
- Emails that send laterSchedule an email and cancel it from the draft page.
- Email contacts by voiceAdd contacts by voice or paste many at once.
Frequently asked questions
What does OptiTax do for calendar, lists and email?
Reminders, to-dos, shopping lists and emails, by voice or text. It includes calendar with whatsapp reminders, add calendar entries by voice note, asks for a time if you forget one, meeting agendas sent at meeting time, to-do and ideas lists, and 5 more listed on this page.
Do I need an app?
No. OptiTax works on WhatsApp, with a web dashboard for the detail.
Does OptiTax submit my return to SARS?
No. OptiTax prepares and organises your records and figures. You or your registered tax practitioner submit to SARS.
Other features
Capture and email in
12Reading slips and documents
24Categorising and tax rules
7VAT
17Bank and reconciliation
10Exports and accounting links
18Tax return preparation
17Business and SME
21Voice and WhatsApp
7Search and slips
18Bill split
14Lifestyle extras
13Account and security
14For accountants
3Pricing and plans
Try it on a slip in your wallet
Free to start. Nothing to download. OptiTax works in the WhatsApp you already have.
OptiTax prepares and organises; you or your registered tax practitioner submit to SARS. All features

