Stop chasing your clients for receipts.
For accountants and bookkeepers
Your clients capture their invoices, expenses and receipts through the year. At tax time the records are already organised, and you get on with the accounting.
The part of tax season nobody enjoys
- "I can’t find that receipt."
- "I’ll send everything this weekend."
- Twelve months of slips arriving in one envelope.
- Chasing the same client for the same missing paperwork.
How it works
Your client captures as they go
They photograph a slip on their phone and SizaBill reads the merchant, date, amount and VAT off it. Invoices and quotes are created in the same place, so income and spend live together instead of in two systems.
SizaBill keeps it organised
Every expense is categorised and linked to its supporting image. VAT is worked out the way a South African tax invoice needs it, and reports run against the SARS year that starts on 1 March.
You take the year in one go
Sign in to your client’s SizaBill, pick the period, and download the figures and the documents behind them. Nothing to compile, nothing to chase, and nothing you have to ask them for.
What you receive
- Income and expense figures as CSV, with output and input VAT separated
- Every issued invoice and credit note as a PDF, in one download
- The supporting receipt images, in one download
- Receipt filenames that match the CSV line by line, so nothing needs opening to identify it
- Your own read-only login to your client’s records, so you can pull the pack yourself without changing anything
- Diagnosis, procedure and identity detail stripped from everything you receive, so you hold only what the books need
You do not change how you work
SizaBill is not accounting software and does not try to be. There is no general ledger and no double entry. It is where your client keeps their records through the year, so that what reaches you is complete.
Make next tax season easier
Tell us about your practice and how many clients you look after, and we will show you what the year-end pack looks like.