Key benefits
Check firm status, overdue items and engagement progress without collecting updates.
Review is a step in the workflow, not an informal habit.
Juniors follow ordered workflow steps rather than asking what comes next.
Direct tax, GST advisory, ROC and audit support run as separate services with their own steps.
Activity trails show who did what and when on each engagement.
Roles decide who reaches clients, documents, billing and settings.
The recurring complaints in CA firms are consistent: nobody can say what is pending for a client without asking three people, document collection swallows junior time, review gets compressed near deadlines, and staff turnover takes context with it.
Client 360 records with tax identifiers and KYC, service-driven document requirements, task assignment, workflow templates with review and client approval, a compliance register with risk, internal chat with secure file sharing, and billing tied to engaged services.
The client is created with PAN, TAN, GSTIN and CIN and assigned to a manager. KYC is captured during onboarding. The engaged services generate document requests, which the client clears in the portal. Preparation is assigned to an article, review to the manager, and client approval is recorded before completion. The invoice is then raised from the same services.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. Firms continue filing through the official utilities they already use, while TaxOS manages the work around them.
How it works
Use cases
Oversight of risk, overdue work and client relationships.
Allocation, review and client escalation.
Clear ordered work with the documents attached.
Document collection, portal invitations and billing records.
FAQ
Yes. Roles limit access to clients, billing and settings, and every record stays inside your firm's workspace.
No. TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
Create the workspace on a 7-day free trial, invite staff and add clients; beta pricing afterwards is ₹2,999 per year.
