The shared problem
Tax professionals rarely lose work because of technical difficulty. They lose it to coordination: a document that never arrived, a review that never happened, a deadline that nobody owned, an invoice that was never raised.
Key benefits
What Changes for Your Practice
One connected system
Clients, documents, tasks, workflows, compliance, billing and portal in one place.
Indian practice context
PAN, TAN, GSTIN and CIN, financial-year filing, recurring client obligations.
Practice-size agnostic
Usable solo, and ready for a team when you add one.
Client collaboration
A secure portal instead of chat threads and forwarded attachments.
Assistant guidance
The in-app TaxOS Assistant explains how each module is meant to be used.
Data isolation
Every practice's data is separated at the database level.
What the operating system covers
TaxOS deliberately covers the operational layer around tax work rather than the filing itself.
- Clients and KYC
- Documents with review states
- Tasks with owners and deadlines
- Service-driven workflows
- Compliance registers
- Billing, team chat and client portal
Example: a client who goes quiet
The compliance item sits in waiting for client with the required documents listed. The client's portal shows the same pending items. When they upload, review moves the item forward — and if the deadline approaches, the register shows it as at risk before it becomes overdue.
An honest boundary
TaxOS manages the operational workflow around a tax practice. TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. That boundary keeps expectations, and your client communication, accurate.
How it works
The Practice Flow
- 1Client
- 2Documents
- 3Tasks
- 4Workflow
- 5Compliance
- 6Billing
Use cases
Professionals Who Use TaxOS
Chartered accountants
Multi-service engagements with review and approval steps.
Tax consultants
Wide recurring client bases run with minimal admin.
Accountants
Monthly input collection and month-end task control.
Growing practices
Standard processes before headcount, so scaling does not multiply chaos.
FAQ
Questions Firms Ask Before Switching
Is TaxOS specific to India?
Yes, it is designed around Indian practice conventions including PAN, TAN, GSTIN, CIN and financial-year organisation.
Does it replace filing utilities?
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal.
Can I try it before paying?
Yes, there is a 7-day free trial; the beta launch offer afterwards is ₹2,999 per year.