Capture and email inIn OptiTax

Capture and email in20

• Send slips by WhatsApp

  Photograph a slip and send it. It is read, sorted and on your dashboard in seconds.
  Open the tool
• Upload photos and PDFs on the web

  Drop slips, invoices and statements into your dashboard from a computer.
  Try it
• Your own email address for slips

  Ask for "my email address" and get one to send or forward receipts to.

  Say my email address
  Try it
• Forward receipts by email

  An emailed receipt is filed exactly like a slip sent on WhatsApp.
  Try it
• Gmail auto-forward in two steps

  Set Gmail to forward receipts by itself. The confirmation code comes to you on WhatsApp.
  Try it
• Outlook and Microsoft 365 forwarding rule

  A step by step rule guide, with a note you can hand to your IT person.
  Try it
• Connect your Outlook mailbox (read only)

  Invoices in your mailbox are found and filed automatically.
  Try it
• Invoice and receipt in one email, counted once

  When a supplier sends both, you are not charged twice in your books.
  Try it
• No double counting across email and WhatsApp

  The same purchase sent both ways is flagged and only counted once.
  Try it
• Same slip photographed twice, counted once

  Send a better photo of the same slip and it replaces the first.
  Try it
• Email privacy log

  Only receipts are kept from your mailbox, with a "what we have read" log you can delete.
  Try it
• Staff send slips to the business

  Your team send their slips from their own phones and they land on the business file.
  Try it
• Long slips in two photos, joined into one

  A slip too long for one photo is sent in two and joined automatically.
  Try it
• Say what a slip was for in the caption

  Write "client meeting" or "personal" on the photo and it is filed that way.
  Try it
• Odometer photo or typed km reading

  Send a photo of the odometer or just type the reading for your logbook.
  Open the tool
• FICA documents kept and sent back on request

  ID, proof of address and similar documents stored, and sent back when you ask.
  Try it
• Store payslips and IRP5s

  Keep every payslip and IRP5 in one place, with the figures read for your return.
  Try it
• Help with a blurry photo

  Tells you how to retake a slip that did not come out clearly.

  Say my photo came out blurry
  Try it
• Notes sent while a slip is reading still apply

  Send "this was for work" straight after the photo and it is applied once the read finishes.
  Try it
• Share your last slip by WhatsApp

  Forward the slip you just sent to someone else in one step.
  Try it