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Built for Tax Consultants

Tax Management Software for Tax Consultants—Proposals, Deadlines & Practice Management

The best tax management software for Indian tax practices. Manage ITR, GST & TDS proposals, track deadlines, and automate follow-ups — all from one platform.

WhatsApp + Email Automated Follow-ups for Faster Client Response.

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Challenges Tax Consultants Face Every Filing Season

✕Creating individual proposals for each ITR/GST client manually
✕Clients not responding to engagement letters sent via email
✕No automated follow-up process during filing seasons
✕Tracking deadlines for hundreds of clients in spreadsheets
✕Inconsistent pricing for similar tax services
✕No clear view of which proposals are pending vs accepted

Everything a Tax Practice Needs to Scale Efficiently

Purpose-built tools for tax consultants to manage proposals, deadlines, and client communication at scale.

Tax-Specific Proposal Templates

Ready-made templates for ITR filing, GST registration, TDS returns, tax planning, and advisory services with customizable pricing.

WhatsApp + Email Automated Follow-ups

Automated reminders on WhatsApp and Email ensure clients respond to proposals and submit documents on time.

E-Signatures & Compliance

Get engagement letters signed digitally with legally binding e-signatures and complete audit trails.

Tax Practice Dashboard

Track GST, ITR, and TDS deadlines alongside proposals. One dashboard for your entire tax practice.

Professional Branding

White-label proposals and client portals that make your tax practice stand out from competitors.

Team Collaboration

Manage your team of tax professionals with role-based access, task assignment, and performance tracking.

How It Works for Tax Practices

1

Create Proposal

Use ITR, GST, or TDS templates. Customize pricing and scope for each client.

2

Send & Follow Up

Share via WhatsApp or Email. Automated reminders handle the follow-ups for you.

3

Close & Sign

Clients accept and e-sign online. Track conversions in real-time.

Success Stories

Trusted by Reputed Firms

Join thousands of professionals who have transformed their practice with precision and speed.

"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."

CA Mohseen Shaikh

Partner, A N Gawade & Co LLP

"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."

CS Yunus Shaikh

Company Secretary, Corporate Compliance

"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."

CA Mohseen Shaikh

Partner, A N Gawade & Co LLP

"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."

CS Yunus Shaikh

Company Secretary, Corporate Compliance

"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."

CA Mohseen Shaikh

Partner, A N Gawade & Co LLP

"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."

CS Yunus Shaikh

Company Secretary, Corporate Compliance

"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."

CA Vishal Agrawal

Chartered Accountant, Agrawal & Associates

FAQ

Frequently Asked Questions

Can't find what you're looking for? Contact us.

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