Simple. Practical. Built for financial planners.
What is Taxspace?
Taxspace is a web-based planning tool that helps financial advisers and planners understand, explain, and improve their clients’ tax positions.
It started as a spreadsheet built in 2016 by Francois du Toit to solve a personal frustration: making sense of tax while trying to plan smarter for clients. Over time, it grew, shaped by real conversations with clients and fellow advisers, into a powerful tool designed to support financial planning, uncover opportunities, and drive better advice.
What Problem Are We Solving?
Clients often feel frustrated by tax. They do not understand how much they pay or why. They miss out on opportunities because they do not see the bigger picture.
At the same time, advisers are under pressure to add more value, simplify complexity, and explain tax in a clear and engaging way, all without taking on the role of a tax practitioner.
That is where Taxspace comes in.
What Taxspace Does
Taxspace helps you:
- Model real-life tax scenarios
- Compare different strategies with actual figures
- Show the true impact of RA contributions, income changes, and investment decisions
- Spot financial blind spots and missed opportunities
- Build clearer, more engaging planning conversations
You can use it to look back at a client’s current position (using their ITA34), or forward into future scenarios based on your advice.
It is not a CRM. It is not an accounting tool. It is a focused planning tool that helps you add more value, more easily.
Who It Is For
Taxspace is built for:
- Independent financial advisers and planners
- Wealth managers
- Paraplanners
- Financial coaches
- Small advice firms and growing teams
Whether you are running full financial plans, offering tax-focused reviews, or just trying to give better advice, Taxspace helps you do that with confidence and clarity.
Our Philosophy
We believe in practical tools that make a real difference.
We believe planning should be collaborative, not one-sided.
We believe technology should enable you to earn more, not cost you more.
We believe clarity builds trust. And trust builds great businesses.
What Makes Taxspace Different?
- Real-world outputs, not just theory
- Built by planners, for planners
- Designed for advice, not tax submissions
- Helps your clients understand, not just accept
- Secure, cloud-based, and constantly improving
See It For Yourself
Attend a live demo day. You can see the tool in action, get answers to any questions you may have, and decide if the tool will add value to your business and clients.
If you like it, it is just R390/month (or R351/month for PROpulsion members and Commspace users) for a solo license. No contracts. No catch.
If you need access for more than one user, you can choose one of our other packages with discounts built in for multiple users.
👉 Book to attend a live demo day
Built in South Africa.
Used across the profession.
Proudly helping planners plan better.
Have Questions?
Visit our comprehensive Frequently Asked Questions (FAQ) page where we answer all your questions.