Voice and WhatsAppIn OptiTax
Everything works from a chat: type it or say it in a voice note.
All 21 features
21 features21 work today
Voice and WhatsApp21
- Voice notes understood as commandsSay it instead of typing it.
- Any request as a voice noteSlips, lists, km, statements and forms, all by voice.
- Answer questions by voiceReply to a question with a voice note.
- Tap buttons, never typed numbersEvery step is a button that opens a page.
- Typo help"Did you mean" when a word is off, and help on a simple hello.
- Ask "what can you do"Ask whether it does something and get a straight answer.
- Morning WhatsApp summaryOne message each morning. Stop or start it any time.
- Yesterday in one 07:00 messageSlips, what is waiting, your diary and bank, in one message.
- Ask for statements and financials in chatYour figures sent to you on request.
- Open any dashboard panel by voiceSay "banking", "ledger" or "creditors" and the panel opens.
- Correct the amount on the last slipJust send the right amount.Say 250
- Delete a slip by chatSay "delete" or "delete Spar".Say delete Spar
- Dashboard totals by chatAsk "totals" for the headline figures.Say totals
- Open your dashboard from WhatsAppSay "my dashboard" and tap the button.Say my dashboard
- Your documents listAsk "documents" to see what is on file.Say documents
- Support from a personSay "support" and a person picks it up.Say support
- Tell it "you got that wrong"Report a wrong answer and it is looked at and fixed.Say you got that wrong
- Understands South African English"Howzit" and everyday greetings understood.Say Howsit what happens next
- Friendly, human repliesWarm replies to banter, and a kind one to serious news.
- Web search by voiceAsk a question by voice note or text and get a web answer.
- Long answers as a headline and a pageOne line in chat, with the detail behind a Tap to view button.
Frequently asked questions
What does OptiTax do for voice and whatsapp?
Everything works from a chat: type it or say it in a voice note. It includes voice notes understood as commands, any request as a voice note, answer questions by voice, tap buttons, never typed numbers, typo help, and 16 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
7Search and slips
10Calendar, lists and email
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

