Taxbox
Taxbox
- Company typePrivate
- Founded2015
- HeadquartersCape Town, South Africa
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Taxbox does
TaxBox Solutions Pty Ltd is a South African private software company, incorporated in 2015 (registration 2015/013760/07) and operating as a subsidiary within the Finsolve Group, that develops and sells tax and financial compliance software to accountants, company secretarial staff, and tax practitioners across South Africa. Its product suite centers on TaxPlanner (available in Desktop and Cloud editions) for individual tax preparation, CompanyTax (Company TaxPlanner) for corporate IT14 submissions, and SecForms for company secretarial and CIPC compliance management, with supporting tools including Salary Planner, MoneyMatters, TaxComp (free tax calculator), and the SBC Calculator. The underlying technology combines database-driven client management applications, automated tax calculation engines with built-in South African tax legislation rules, and direct integration with SARS eFiling and CIPC systems; products are versioned annually to reflect each new South African tax year, with the cloud platform supporting tax years 2020-2027.
The company monetizes primarily through annual software licenses and subscriptions, including bundled TaxBox Software Suites, and offers a separate paid TaxBox Support package; pricing is not publicly disclosed and is obtained via the online store or direct phone/email sales. The go-to-market is sales-led and digitally distributed, with a self-serve e-commerce storefront at taxbox.co.za, training video resources, and credibility supported by SAIT endorsement. Customer segments are predominantly SMB tax and accounting practices, with the firm operating from a single Cape Town head office with 1-10 employees, giving it the profile of a focused niche B2B SaaS vendor rather than a venture-backed growth company.
Taxbox firmographics
Firmographics- Name
- Taxbox
- Legal name
- TaxBox Solutions Pty Ltd
- Website
- https://taxbox.co.za
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Taxbox
- Ownership category
- akta.pro rank
Taxbox industry classification
Industry- Product category
- Tax Preparation and Compliance Software
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
- akta.pro secondary industry
- Payroll & Employment Tax Services (BPAHABAD)
Keywords
Where Taxbox is headquartered
LocationHeadquarters
- HQ city
- Cape Town
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
Taxbox business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- Software Licenses and Subscriptions: TaxBox generates revenue through sale of software licenses for its tax preparation and financial management products. Products include TaxPlanner (Desktop and Cloud versions), CompanyTax, SecForms, Salary Planner, MoneyMatters, and related tools. The company offers annual versions of software (e.g., TaxPlanner Cloud 2027, 2026, 2025, etc.) indicating subscription-based annual licensing model. Professional support packages are also available for purchase.
- Professional Support Services: TaxBox offers dedicated support packages (TaxBox Support) as a separate product line, providing ongoing assistance to customers using their software products.
- Software Suites Bundles: The company bundles multiple products together in 'TaxBox Software Suites' packages, offering combined solutions at attractive pricing, driving higher average transaction values.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free Tax Calculator |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels10 records
Taxbox product offering
Product offeringCore offering
TaxBox develops and sells desktop and cloud-based tax preparation, company secretarial, and financial calculation software designed for South African tax practitioners, accountants, and company secretarial staff. Core products include TaxPlanner (individual tax administration), CompanyTax (corporate tax submissions), SecForms (company secretarial and CIPC compliance), and supporting tools (MoneyMatters, Salary Planner, TaxComp), all featuring built-in SARS tax legislation rules and direct SARS eFiling integration.
Product overview
TaxBox is a South African tax and financial software company offering a comprehensive suite of products for accountants, tax professionals, and financial planners. The core offering centers on TaxPlanner (available as Desktop and Cloud versions) for individual tax calculations, SecForms for company secretarial and client information management, and CompanyTax for corporate tax submissions. Supporting products include MoneyMatters (loan/investment calculations), Salary Planner (income structuring), TaxComp (free tax calculator), SBC Calculator (small business tax estimator), hApp-e-tax, SMARTCALC, and L&D Pro. The products integrate with SARS e-filing and CIPC systems for South African tax compliance.
Differentiator
Problem solved
Functional benefit
Brands
- TaxPlanner: Automated solution to analyse, plan, administer and prepare client tax for individuals. Available as Desktop and Cloud versions.
- SecForms
- CompanyTax
- MoneyMatters
- Salary Planner
- hApp-e-tax
Products and services
- TaxPlanner Desktop
Quantifiable outcome
- 99.99% calculation accuracy reported by long-term users
- +3 more outcomes
Companies that use Taxbox
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles2 records
Taxbox technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature8 records
Taxbox partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Finsolve GroupcoreTaxBox is part of the Finsolve Group of companies. Finsolve provides financial and taxation services nationally and within sub-Saharan Africa. TaxBox leverages Finsolve's financial expertise and market presence, with shared leadership including Gavin Beretta (Financial Director) and Gary Garbutt (Head of Operations). Finsolve Group company profile is available for download from TaxBox's About page.
- BizfacilityminorBizfacility is listed as an association partner on TaxBox's website. Biz Facility is the training wing of the Finsolve Group, providing training services that complement TaxBox's software offerings.
- Finsolve Estate PlanningminorFinsolve Estate Planning is listed as an association partner, offering estate planning and administration services that complement TaxBox's tax and compliance software suite.
- South African Institute of Tax Practitioners (SAIT)coreSAIT is a professional membership body that provides endorsement for TaxBox products. This endorsement provides credibility among the tax practitioner community and supports TaxBox's marketing efforts as a trusted solution endorsed by the professional body.
- South African Institute of Professional Accountants (SAIPA)minorSAIPA is a professional accountancy body. TaxBox's Financial Director Gavin Beretta is a licensed Independent Review Practitioner endorsed by SAIPA, creating a professional connection that supports credibility within the SAIPA member community.
- Chartered Secretaries Southern Africa (CSSA)minorCSSA is a professional body for company secretaries. TaxBox's Financial Director Gavin Beretta is a member of CSSA, supporting credibility for the SecForms company secretarial product.
- SARS (South African Revenue Service)coreTaxBox products feature deep integration with SARS eFiling systems. Products are coded for e-filing formats and support IT14 submissions, IRP6 provisional payments, and other SARS compliance processes. This integration is a core feature of TaxBox's value proposition.
- CIPC (Companies and Intellectual Property Commission)coreTaxBox's SecForms product is designed for compliance with CIPC requirements, including CIPC Annual Return reminders, beneficial ownership submissions, and company secretarial forms compliant with CIPC standards.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Taxbox competitors and assessment
Company assessmentDirect peers
- SimplePay: South African online payroll software with SARS EMP201/EMP501 and PAYE integration. Directly competes with TaxBox's Salary Planner in the SA payroll and employment tax segment.
- TaxTim: South African tax preparation platform for individuals and small businesses, offering SARS eFiling integration. Directly competes with TaxPlanner Cloud and TaxComp in the SA individual tax preparation market.
- CaseWare South Africa: Audit, accounting, and tax compliance software used by South African accounting firms. Competes with TaxBox at the practitioner level, particularly for company tax submissions and working paper management.
Broad incumbents
- QuickBooks South Africa: Intuit's cloud accounting and tax offering in South Africa, targeting small businesses and bookkeepers. Overlaps with TaxBox's accountant and tax-practitioner segments through integrated bookkeeping, invoicing, and tax preparation features.
- Xero South Africa: Global cloud accounting platform with a South African edition targeting SMEs and accountants. Competes with TaxBox's accountant-user base through integrated bookkeeping, payroll, and tax workflows delivered as cloud SaaS.
- Avalara: Global cloud-based tax compliance automation platform (sales tax, VAT, GST). Comparable to TaxBox at the architectural level — both build practitioner/enterprise-facing tax calculation engines tied to government filing systems.
- Sage Pastel Accounting: Established South African accounting and payroll software suite serving SMEs and practitioners. Overlaps with TaxBox's accountant and company secretarial segments but offers a much broader finance/HR/operations footprint.
Regional players
- ClearTax: India-focused tax filing and compliance platform for individuals and businesses. Comparable to TaxBox as a jurisdiction-specific tax preparation technology stack with e-filing integration.
- Drake Software: US-based professional tax preparation software for individual and business returns. Comparable as a tax-prep specialist serving practitioners, though operating in a different (US) tax jurisdiction than TaxBox.
Others
- e@syFile (SARS): South African Revenue Service's own free eFiling tool used by practitioners and taxpayers. Represents a commoditized free alternative that TaxBox competes against by offering richer calculation, planning, and secretarial workflow features.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Taxbox social profiles
Digital presenceTaxbox compliance and trust
Trust signalCompliance2 records
Taxbox financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taxbox leadership team
Management profileNumber of profiles
Profiles2 records
Taxbox funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taxbox M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taxbox
What does Taxbox do?
TaxBox develops and sells desktop and cloud-based tax preparation, company secretarial, and financial calculation software designed for South African tax practitioners, accountants, and company secretarial staff. Core products include TaxPlanner (individual tax administration), CompanyTax (corporate tax submissions), SecForms (company secretarial and CIPC compliance), and supporting tools (MoneyMatters, Salary Planner, TaxComp), all featuring built-in SARS tax legislation rules and direct SARS eFiling integration.
Is Taxbox a public or private company?
Taxbox is a private company. It is classified as corporate owned and is currently operating.
When was Taxbox founded?
Taxbox was founded in 2015. It employs 1 to 10 people.
Where is Taxbox based?
Taxbox is headquartered in Cape Town, South Africa, in the Africa region.
How does Taxbox make money?
Three revenue lines are on record. Software Licenses and Subscriptions are the primary driver. The others are professional Support Services and software Suites Bundles.
Who are Taxbox's main competitors?
Direct peers on record are SimplePay, TaxTim and CaseWare South Africa. Broad incumbents are QuickBooks South Africa, Xero South Africa, Avalara and Sage Pastel Accounting. Regional players are ClearTax and Drake Software. e@syFile (SARS) is listed as an others.
Does Taxbox have an API?
No public API is recorded for Taxbox.
What industry is Taxbox in?
Taxbox's product category is Tax Preparation and Compliance Software. Its primary akta.pro industry code is FSAGADAJ, Tax Planning & Personal Tax Optimization Tools, with a secondary code of BPAHABAD, Payroll & Employment Tax Services. Its NAICS code is 541213 and its SIC code is 7372.