Key benefits
PAN, TAN, GSTIN and CIN live on the client record where the team expects to find them.
Primary and secondary contacts, phone, email and addresses in structured fields.
Entity type, constitution, financial-year details and engagement context in one place.
Assigned staff on each client so queries and work reach the right person.
Segment the client base and keep context that would otherwise sit in a chat thread.
A trail of what changed, what was uploaded and what was completed on the client.
The client record is the anchor for everything else in TaxOS. Documents, tasks, workflow instances, compliance items and invoices all attach to it, which means you never have to reconcile two lists of clients.
New clients are added with a guided onboarding checklist, KYC documents by category, and the services they engage. Because onboarding is structured, the record is complete before work starts rather than being filled in later under deadline pressure.
Each client can be assigned to the staff responsible for them. Role-based access decides who inside the firm can view or change the record, and clients themselves only ever see their own information through the portal.
A spreadsheet can hold names and PANs, but it cannot show what is pending, who owns it or what happened last month. The value of a client record is the work attached to it — that is the difference this page is about.
How it works
Use cases
Open one page and see status, pending items and recent activity before dialling.
The record carries the context, so the handover is not a conversation.
Tags separate retainer clients, one-time engagements and priority accounts.
Check which clients have incomplete profiles or missing KYC before the season starts.
FAQ
Clients can be created in the workspace during onboarding; identifiers and profile fields are structured so the record is consistent from the start.
Only members of your firm workspace, according to their role. Clients see only their own information in the portal.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. It records the work your firm performs around them.
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