How the portal sits between both sides
Client ↕ TaxOS ↕ Tax professional. The firm requests and reviews inside the workspace; the client responds inside the portal; both see the same status without anyone re-typing it.
Key benefits
What Changes for Your Practice
Client sees what is pending
An action-required list replaces repeated reminder messages.
Uploads land in the right place
Documents arrive against the request, category and financial year.
Status without a phone call
Clients check compliance and task status themselves.
Strict isolation
A client sees only their own records, enforced in the database.
Invitation controlled
Access is granted by the firm through an expiring invitation.
Professional impression
A branded workspace instead of files scattered across messaging apps.
What a client can do
The portal is deliberately narrow so it is obvious what is expected.
- Upload requested documents
- See action-required items
- Check compliance status
- See their tasks
- Update contact details in their profile
Security and access
Clients are invited by the firm through a time-limited invitation. Once accepted, access is scoped to that client's records only — tax identifiers such as PAN and GSTIN remain read-only, and no other client's data is reachable.
Why not WhatsApp
Chat is convenient for a message and poor for a record: files expire from devices, versions are indistinguishable and nobody can answer what is still pending. A portal keeps the convenience of self-service with a record you can rely on. TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
How it works
From Invitation to Collaboration
- 1Firm invites client
- 2Client accepts securely
- 3Pending items shown
- 4Client uploads
- 5Firm reviews
- 6Status visible to both
Use cases
Where the Portal Pays Off
Season document collection
Dozens of clients clear their own pending lists in parallel.
Corporate clients
Finance teams upload directly instead of routing files through one contact.
Status questions
Clients check progress themselves rather than calling for an update.
Clean handovers
Client communication is on the record when staff change.
FAQ
Questions Firms Ask Before Switching
Can a client see other clients' data?
No. Portal access is scoped to that client's own records and enforced by row-level security in the database.
Can clients edit their tax identifiers?
No. Contact details can be updated by the client; PAN, TAN, GSTIN and CIN remain read-only and are maintained by the firm.
Do clients pay for access?
No. Portal access is part of your firm's subscription.
Related
Continue Reading
- CA practice management softwareThe pillar page covering the complete practice.
- Document management for CA firmsThe review side of what clients upload.
- Compliance management for CA firmsThe status clients can see.
- Client management for CA firmsThe record behind the portal.
- FeaturesThe full capability list.