Key benefits
One view of clients with services, pending documents and upcoming obligations.
Clients see their pending items in the portal, so reminders stop being a personal task.
Compliance items and task due dates make the calendar explicit.
Workflow templates mean you do not rebuild your method for each new client.
Invoices are raised from engaged services with GST computed and payments recorded.
When you hire, invite staff with roles and hand over engagements with their history intact.
For an independent consultant the actual tax work is often the smaller half of the day. The rest goes to asking for documents, remembering who has replied, re-explaining status, and reconstructing what was agreed months ago. TaxOS is designed to take that half back.
A new client is added with their identifiers and KYC, the services they need are selected, the required documents are requested, work moves through ordered steps, the client approves, and the invoice follows. Each stage leaves a record you can point at later.
Uploads are stored against the client, category and financial year, and can be approved or returned for re-upload with a reason. The current version is obvious, and superseded files remain traceable.
TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials. You keep using the government utilities you already use; TaxOS manages everything around them.
How it works
Use cases
Fifty to three hundred clients, mostly recurring, handled largely alone.
Delegates document collection while keeping review personally.
Tracks advisory engagements as workflows with milestones and approvals.
Moves off spreadsheets and WhatsApp without a long migration project.
FAQ
No. You can use the client record, documents and compliance tracking alone; workflows and team features stay out of the way until you need them.
The portal shows a short list of what they need to do — documents, action-required items, compliance status, tasks and profile.
TaxOS is practice-management software. It tracks, reminds and organises the work around compliance — it does not file returns with any government portal and never stores portal credentials.
The 7-day free trial converts to the beta launch offer of ₹2,999 per year.
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