Vizabiliti makes progress visible

Document and Estate management for Tax Practitioners

Designed for SARS compliance, Vizabiliti centralizes your critical document packs and puts you in control.
No more searching, no more missing documents and no more missed deadlines.

Book your online Info Session now

SARS won’t remind you to follow up…

Vizabiliti will.

Tax Management of Deceased Estates
Built-in SARS logic.
Eliminate the “Silent Stall” on deceased estates.
Remove single-person dependencies.
Never miss standard 2, 21, and 90-day follow-ups or your custom reminders.
No hardcoded core processes – the system is built for changing requirements.

The Vizabiliti Deceased Estates Management System

The Active Pulse

Fact: Estates stall when nothing happens for weeks.

Automated 2, 21 & 90-Day Triggers.

The system counts the days of “silence” so you don’t have to.
Whether it’s a 2-day or a 90-day waiting period, Vizabiliti prompts the next action automatically.

Eliminate the “Silent Stall”.

Embedded IP

Fact: Knowledge leaves when senior staff resign.

Codified SARS Checklists.

The decoded black box of SARS requirements. Document checklists and procedural logic are set up in the system – junior staff execute with senior-level accuracy.

Retains Institutional Memory.

Open-File Pricing

Fact: Per-user fees punish you for growing your team.

Unlimited Users, Pay-Per-Estate.

Don’t bottleneck your workflow to save on software license fees. Add your entire admin team, partners and auditors at no extra cost.
You only pay for active Estates.

Aligns Cost with Revenue.

Centralized Estate Command

Move from scattered documents to a unified workflow.

Stop jumping between Outlook, Excel and Word. The Focus Area brings every aspect of the estate into a single, searchable view.

SARS Specific Workflow: Configurable steps that mirror the actual current SARS lifecycle. Built for constant change without impacting history.
Unified Document Store: Link Wills, REV267s, and L&Ds directly to the case file.
Global Reminders: Set deadlines from anywhere in the app, they ripple through to the main dashboard immediately.

Distributed Ownership & Continuity

Eliminate the risk of the “Single Point of Failure”.

Structure your workforce to ensure no estate stalls due to employee leave or resignation.

Scalable Architecture: From 1-person practices to audit firms with 100+ members.
Seamless Handover: Switch “Estate Owners” instantly. The history, notes, and deadlines stay with the Case file, not the person.
Team Visibility: Managers can view workloads across the entire department to prevent bottlenecks.

Performance & Profitability Analytics

Data that helps you bill accurately and manage risk.

Turn administrative activity into measurable metrics. Know exactly where every case stands with SARS and your internal billing.

SARS Case Number Reports: Track case numbers against specific queries to identify stalled tickets.
Admin Performance: See which teams are hitting deadlines and who is overloaded.
Billing Reconciliation: Identify complex case files that are consuming more hours than quoted.

Migration-Free Onboarding

Don’t pause your business to change software. We designed Vizabiliti for organic adoption.

Start Fresh

Don’t import messy historical data. Simply load your new estates onto Vizabiliti as they come in.

Capture Triggers

For existing cases, only capture the ones hitting a deadline. Load the case file, set the reminder and move on.

Grow Naturally

Within months, your active workload naturally migrates to the system. No painful ‘Cut-Over’ event.

See how Vizabiliti solves your specific pain points.

Book a System Demo

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