Client 360
See client information, KYC, documents, tasks, compliance and activity in one connected view.
Product tour
See TaxOS in Action
See how TaxOS connects the work behind every client.
In this tour: a client is onboarded with KYC, documents are requested and reviewed in the client portal, a workflow moves the engagement through preparation and approval, compliance deadlines stay visible, invoices and payments follow the services delivered, and the whole team works from the same context. Prefer to read? Every step is described in the sections below.
Clients
Manage every client from one workspace.
Documents
Request, collect, review and organise documents securely.
Compliance
Track obligations, deadlines and risk.
Workflows
Standardise repeatable tax processes.
Billing
Manage services, invoices and payments.
Team
Coordinate your tax team in one workspace.
How TaxOS works
From Client Request to Completed Work
- Clients
- Documents
- Compliance
- Tasks
- Workflows
- Billing
- Team
- Client portal
TaxOS
The Operating System for Tax Professionals
- ClientsClient 360
- DocumentsRequest → Review → Approve
- ComplianceDeadlines → Risk → Action
- TasksAssign → Track → Complete
- WorkflowsStandardize → Automate → Repeat
- BillingService → Invoice → Payment
- TeamChat → Share → Collaborate
- Client portalRequest → Upload → Complete
Without TaxOS
WhatsAppEmailExcelFoldersManual remindersSeparate billing
One connected workspace
With TaxOS
ClientsDocumentsComplianceTasksWorkflowsBillingTeam chatClient portal
Capabilities
Everything Your Tax Practice Needs
Document management
Request, collect, review, approve and organize documents by client and financial year.
Task management
Assign work, set priorities and keep every deadline visible to your team.
Workflows
Turn recurring tax services into standardized, repeatable processes.
Compliance
Know what is due, what is at risk and what needs attention.
Billing
Connect tax services with invoices, payments and receipts.
Team collaboration
Give every team member clear ownership of client work.
Client portal
Give clients a secure place to upload documents and complete requested actions.
Client lifecycle
Onboard Clients Without the Chaos
Turn client onboarding into a structured, repeatable process.
- New client
- KYC
- Services
- Documents
- Review
- Active
Client 360
Every Client. One Complete View.
Compliance
Know What Needs Attention
Client portal
A Better Client Experience
Give clients one secure place to complete requests, upload documents and stay informed.
Billing & payments
From Service to Payment
Connect the work you deliver with billing and payments.
- ServiceGST compliance
- Quotation₹10,000
- Invoice₹11,800
- Payment₹11,800
- ReceiptIssued
₹42K
Invoiced
₹28K
Collected
₹14K
Outstanding
Illustrative figures.
Learn more
Practice Management, Explained
Detailed pages on how TaxOS handles each part of a tax practice.
- CA practice management softwareThe complete picture for chartered accountancy firms.
- Tax practice management softwareHow the operational layer works for any tax practice.
- CA office management softwareAllocating, tracking and standardising daily office work.
- Tax consultant softwareBuilt for consultants running a wide client list alone.
Team
Keep Your Tax Team in Sync
Give your team clear ownership and visibility across client work.
TaxOS Assistant
Need help using TaxOS? The in-product assistant explains how TaxOS works, helps you fix a problem, walks you through a feature and passes your feedback to the team.
- How TaxOS Works
- Fix a Problem
- Learn This Feature
- Give Feedback
Help Us Build TaxOS
You're using an early version of TaxOS. Tell us what works, what is confusing and what you want next.