Client Tax Deadline Calendar Agent
The Client Tax Deadline Calendar Agent builds a compliance calendar for every client from their registrations and year-ends: VAT, EMP201, EMP501, provisional tax, income tax returns, dividends tax, CIPC annual returns and beneficial ownership filings. It sends reminders to clients and staff, tracks what has been received and submitted, and gives partners a live status dashboard across the practice.
Ideal forPractice managers
The difference
From 1-2 days per month to 2-3 hours
Your practice manager stops maintaining spreadsheets and chasing staff, and partners act on risks while there is still time.
Done by hand
1-2 days per month
With the Vanine agent
2-3 hours
Time returned to your team
80%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
Deadlines that differ for every client
VAT periods, financial year-ends and provisional tax dates vary client by client, and a single missed date can mean penalties and interest. The agent works out each client's obligations and keeps them current.
Clients who send information on time
Most late returns start with late client information. Timely, specific reminders by email or WhatsApp tell clients exactly what is needed and by when.
Partners who can see the whole practice
Partners need to know where work is stuck before it becomes a penalty. A single dashboard shows every client's filing status, owner and risk.
Capabilities
Every client deadline visible, every reminder sent, every partner in the picture.
Built for practice managers, partners, tax practitioners and bookkeepers at South African accounting and tax practices managing compliance for many companies, trusts and individuals.
Client obligations profile
Works out each client's obligations from their tax registrations, VAT category, financial year-end and company or trust status.
Statutory calendar
Schedules VAT returns, EMP201 by the 7th, EMP501 interim and annual reconciliations, IRP6 provisional tax, ITR12, ITR12T and ITR14 returns, and dividends tax returns.
CIPC filing dates
Tracks CIPC annual returns from each company's anniversary date and flags when beneficial ownership filings need to be updated.
Client reminders
Sends tailored reminders to clients listing the documents needed, with escalating follow-ups as the deadline approaches.
Staff workload view
Assigns each deadline to a staff member and shows upcoming work by person, so managers can rebalance before crunch periods.
Partner status dashboard
Gives partners a practice-wide view of submitted, in progress, waiting on client and overdue items, with penalty risk highlighted.
How it works
From your systems to a result you sign off
Partners decide on client engagement and priorities, and registered tax practitioners remain responsible for every submission on eFiling.
Connect the places your client records already live.
Client records from your practice management system or Excel, tax registrations and year-ends, and submission status updates from your team. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Karbon and Ignition
- SARS eFiling registration and status information
- Xero, Sage and practice client databases
- Outlook, WhatsApp and Teams reminders
Runs daily on a schedule, with reminders sent through Outlook, WhatsApp or Teams and the dashboard available in Teams or OpenAI Frontier.
A live compliance calendar, client and staff reminders, and a partner status dashboard in SharePoint, Excel or Power BI.
Step by step
- 01
The agent loads each client's registrations, year-end and filing profile.
- 02
It builds the compliance calendar for the year ahead.
- 03
It sends reminders to clients and assigns tasks to staff as deadlines approach.
- 04
Staff update the status as information arrives and returns are submitted.
- 05
Partners review the dashboard and act on overdue or high-risk items.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Which tax types does each client have?"
- practice
- Accounting firm
- month
- February
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your client records never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your client records stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your client records. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR CLIENT RECORDS NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
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