What is TaxOS?
TaxOS is practice-management software for tax professionals. It holds your clients, documents, tasks, workflows, compliance items, billing and team collaboration in one workspace.
Who is TaxOS for?
Tax consultants, chartered accountants, accountants, tax firms and growing tax teams in India.
How long is the free trial?
7 days. You create your firm workspace and use the product with your own clients during that period.
What does the beta plan cost?
₹2,999 per year, as part of the beta launch offer.
What is included?
Client management, document management, tasks, workflows, compliance tracking, billing and payments, team collaboration with internal chat, the client portal and the in-product TaxOS Assistant.
Can my team use TaxOS?
Yes. Invite teammates by email and assign Owner, Manager or Staff roles that scope what each person can see and do.
Can clients upload documents?
Yes. Invited clients sign in to the client portal and upload documents and complete requested actions against their own record only.
Does TaxOS perform government filing?
No. TaxOS does not submit filings to the GST, income-tax, TDS or MCA portals, and it is not connected to live government APIs. It tracks obligations, documents and the work around them, and it never stores portal credentials.