Run Your CA Practice Like a Well-Oiled Machine
Manage your CA firm's entire A-to-Z workflow — client onboarding, compliance tracking, GST notice management, AI document parsing, and annual archiving — all in one platform. Now with AI Chatbot, GST portal auto-pull, and direct Tally push.
Zero Missed
Deadlines
3x Faster
Filing Speed
Year-on-Year
Records Safe
Tired of Managing Practice on WhatsApp & Google Drive?
Most CA firms use a patchwork of tools — WhatsApp for client communication, Google Drive for documents, Excel for compliance tracking. Data gets lost, deadlines are missed, and penalties pile up. TaxZeo replaces all of that.
Stop losing documents in endless chat threads. All client communication, documents, and compliance tasks in one organized platform.
Automated compliance calendar for GST, TDS, ITR, ROC, and more. Smart reminders ensure you never face penalties.
Your clients upload documents, track progress, and download certificates — no more back-and-forth emails.
Every document, filing, and certificate organized by year — accessible anytime for legal or audit needs.
Everything Your CA Practice Needs — A to Z
One platform to manage clients, track compliance, automate filings, and grow your practice
Automated tracking for GST Returns (GSTR-1, GSTR-3B), TDS filings, Income Tax returns, ROC compliances, and 50+ other deadlines. Smart reminders with escalation workflows so nothing slips through.
360° client profiles with engagement history, entity details (PAN, GSTIN, CIN), service records, and communication logs. Convert leads to clients with built-in pipeline management.
Every document auto-organized by compliance type and financial year. Build a permanent year-on-year archive — essential for legal defence, audit support, and avoiding penalties from missing records. Clients upload directly via portal.
Professional invoices with 5 templates, auto CGST/SGST/IGST calculation, HSN/SAC codes, and amount-in-words. Track payments, send reminders, and manage your receivables.
Instant answers on tax rules, filing procedures, and compliance requirements. Your 24/7 CA knowledge companion that helps both your team and your clients.
Revenue trends, team productivity, compliance health scores, client growth metrics, and filing status dashboards. Data-driven decisions for your practice.
Track GST returns (GSTR-1, GSTR-3B, GSTR-9), manage SCN/DRC-01/ADJ-01 notices with deadlines, import GSTR-2B JSON for ITC reconciliation, and never miss a reply deadline.
Upload bank statements, purchase invoices, sale invoices, or Form 16 — Claude AI extracts every transaction, HSN code, GST amount, TDS figure, and salary breakup in seconds. Export to CSV for Tally or GSTR filing.
Request documents from clients via WhatsApp Business in one click. Auto-normalises phone numbers, logs every request, and tracks when the client sends the document back.
Embed a trained AI chatbot on your firm website. It answers visitor questions using your Knowledge Base 24/7 — captures leads automatically and routes enquiries to your CRM.
Connect your GSP credentials and pull GSTR-1, GSTR-3B, GSTR-2A status directly from the GST portal via OTP auth. Auto-syncs return status to your compliance tracker.
Push parsed bank statements and invoices as ready-to-import XML directly to Tally.ERP 9 / Tally Prime via a lightweight local connector script — no copy-paste.
See TaxZeo In Action
Real screens from a live practice — not mockups. This is exactly what you and your team will use every day.
Your whole practice, one screen
Active clients, open pipeline, revenue, overdue compliances, and pending tasks — the numbers that matter, updated live.
Get Started in 3 Simple Steps
From signup to full automation in under 10 minutes
Sign Up & Onboard
Create your account in 2 minutes. Import your existing client list or start fresh. Our onboarding wizard sets everything up for you.
Configure Your Practice
Set up your service catalog, compliance calendar, team roles and permissions, and invoice templates. Customize it to match your workflow.
Automate & Grow
Let the platform handle compliance tracking, client reminders, and document management. Focus on advisory while we handle the operations.
Before TaxZeo vs After
Most CA firms and their clients struggle with a patchwork of tools. Here's what changes when you switch.
•Client documents lost in WhatsApp groups and Telegram forwards
•Google Drive folders with no structure — which year was that ITR?
•No visibility into what your CA is working on
•Missed deadlines = penalties and notices
•GST notices missed until the last minute
•Manually keying invoice data into Tally for hours
•No year-on-year record for legal or audit support
•Client Portal: clients upload docs, track progress, download certificates
•Automatic annual archiving — every document organized by financial year
•Real-time status dashboard for both CAs and clients
•Smart compliance calendar with escalation reminders — zero missed deadlines
•GST Suite: notices tracked, GSTR-2B reconciled, ITC matched automatically
•AI parses bank statements & invoices in seconds — push XML directly to Tally
•GST portal auto-pull: GSTR status synced from portal via OTP in one click
•AI Chatbot on your website: captures leads 24/7, answers tax queries automatically
•WhatsApp document requests sent with one click — no more chasing clients
•Year-on-year records always accessible for legal defence, audit, or tax assessments
Not Just for CAs — Your Clients Love It Too
Whether you're a business owner filing GST, TDS, and ITR, or an individual taxpayer — the Client Portal gives you complete control. No more waiting for your CA to respond on WhatsApp.
Real-Time Progress Tracking
See exactly which filings are done, pending, or overdue. No more "I'll check and revert" messages.
Secure Document Upload
Upload PAN cards, bank statements, purchase bills — directly to your CA. No more WhatsApp forwards or scattered email attachments.
Download Certificates & Returns
Access filed returns, registration certificates, and financial documents anytime. No need to call your CA.
Year-on-Year Archive
Complete history of every filing, document, and certificate organized by year. Essential for legal proceedings, loan applications, and audit support.
Never Pay Late Fees Again
See all upcoming due dates and your CA's progress at a glance. Avoid penalties from missed GST, TDS, or ITR deadlines.
One Portal, Everything
Replace WhatsApp, Telegram, Google Drive, and email threads with one secure portal for all your tax and compliance needs.
For Business Owners
Track GST, TDS, ITR, and ROC compliance status in real time. Upload documents securely. Download certificates without calling your CA. Your year-on-year records are always safe and accessible.
For Individual Taxpayers
Filing ITR? Your CA manages everything through the portal. Upload Form 16, AIS/TIS, investment proofs. Track your return status. Keep year-on-year records for future legal or financial needs.
Annual Archive Value
Every document, filing, and certificate stored securely by financial year. Critical for: tax assessments, legal disputes, bank loans, visa applications, and avoiding penalties from missing records.
Enterprise-Grade Security
Your Client Data Is Safe With Us
Built to the same standards demanded by RBI-regulated financial institutions and the ICAI. Every byte encrypted, every access logged.
256-bit SSL
Data Isolation
Never Shared
Encrypted at Rest
Role-Based Access
Audit Logs
Trusted by CA Firms Across India
Hear from practicing Chartered Accountants and their clients who have transformed their compliance workflow.
“We went from chasing clients for documents to having a self-service portal. Our GST return filing time dropped by 40% in the first quarter itself. The compliance calendar is a game-changer — we haven't missed a single deadline since onboarding.”
CA Vikram Mehta
Managing Partner, Vikram Mehta & Co., Mumbai
“I've tried 4 different practice management tools in 8 years. TaxZeo is the first one that actually understands how Indian CA firms operate. The client portal alone has saved my team 15+ hours per week in back-and-forth emails.”
CA Priya Srinivasan
Senior Partner, Srinivasan Associates, Chennai
“We manage 350+ clients and before this, tracking TDS certificates and ITR status was a nightmare of spreadsheets. Now everything is in one place. My team can see exactly what's pending, what's filed, and what's overdue — at a glance.”
CA Amit Desai
Founder, Desai Tax Consultants, Pune
“As a business owner, I used to dread compliance season. Now I just log into the client portal, upload my documents, and track every filing status in real-time. My CA firm uses TaxZeo and it has transformed our working relationship completely.”
Neha Kapoor
CFO, GreenLeaf Exports Pvt. Ltd., Delhi
“The AI assistant flagged a potential GST input credit mismatch for one of our clients that would have cost them ₹4.2 lakhs in penalties. That single catch paid for our entire year's subscription. The intelligence features are genuinely useful, not just marketing fluff.”
CA Rahul Agarwal
Partner, Agarwal & Jain LLP, Jaipur
“Our previous CA took 3-4 days to respond to document requests. With the client portal, I upload documents at 11 PM and my CA has them by morning. The transparency in the whole process — from task assignment to filing confirmation — gives us complete peace of mind.”
Suresh Reddy
Director of Finance, Nexus IT Solutions, Hyderabad
Every Tool Your CA Firm Needs — In One Place
From capturing the first lead to delivering the final filing — TaxZeo covers the complete lifecycle of your practice
CRM & Lead Management
- Manual lead entry
- Bulk CSV import
- API integration
- Auto lead distribution (round-robin)
- Manual selective assignment
- Call recording with auto-stop
- Pipeline stages & conversion
Compliance Tracker
- GSTR-1, GSTR-3B, GSTR-9, GSTR-9C
- ITR-1 through ITR-6
- TDS returns (24Q, 26Q)
- ROC annual returns
- Advance tax tracking
- Auto-overdue detection
- Bulk compliance add
Client Management
- Full client profiles with GSTIN/PAN
- Entity type tracking
- Convert lead → client in one click
- Client portal login creation
- Relationship manager assignment
- Service history
- CSV export
Invoicing & Billing
- GST-compliant invoices
- Auto CGST/SGST/IGST calculation
- SAC/HSN codes
- Amount in words (auto)
- Custom invoice branding & color
- PDF download
- Payment status tracking
- Outstanding amount dashboard
Quotations
- Create & send professional proposals
- Link to Service Catalog prices
- Validity date & terms
- PDF download
- Convert quotation → invoice in one click
- Status tracking (Draft/Sent/Accepted)
Document Vault
- Secure file storage by client & year
- Share docs with clients via portal
- Clients upload directly from portal
- PDF, JPG, DOCX support (25MB)
- Permanent year-on-year archive
- Super Admin delete control
Task Management
- Kanban board (drag & drop)
- List view with filters
- Assign to team members
- Link tasks to clients
- Priority levels
- Due dates & overdue alerts
- Task comments & attachments
Support Tickets
- Clients raise tickets from portal
- Multi-message thread replies
- Priority & status management
- Assign tickets to team members
- Full ticket history
- Client sees replies in real time
Website Builder
- Hero, About, Services, Testimonials, FAQ, Contact sections
- Live preview while editing
- Upload firm logo & brand colors
- Custom domain support
- Contact form → auto creates CRM lead
- Enquiry inbox inside builder
Client Portal
- Compliance status dashboard
- Outstanding invoice banner
- Document upload & download
- Pending task list
- Support ticket creation
- Overdue notifications
- Firm-branded interface
AI Assistant
- Indian tax law Q&A
- Filing procedure guides
- Penalty & deadline references
- GST, ITR, TDS, ROC coverage
- Quick suggestion chips
- Context-aware responses
- 24/7 availability
Analytics & Reports
- Revenue by month/quarter/year
- Lead conversion funnel
- Compliance health score
- Team productivity metrics
- Client growth trends
- Date range filters
- CSV export
Meta Ads Integration
- Facebook & Instagram lead sync
- Auto-pull every 15 minutes
- Duplicate detection
- CAPI feedback loop
- Conversion event tracking
- Bulk lead import on connect
Roles & Permissions
- Employee, Manager, Super Admin roles
- Custom role creation
- Per-feature access control
- Invoice amount visibility control
- Recording delete restricted to admins
Settings & Configuration
- Firm profile & logo
- Invoice branding & color themes
- Bank account details
- API key management
- Notification preferences
- Timezone & date format
- Meta Ads credentials
GST Suite
- Track GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, GSTR-4
- GST Notice management (SCN, DRC-01, DRC-03, ADJ-01)
- Reply deadline tracker with urgency badges
- Notice document attachments
- GSTR-2B JSON import & parsing
- ITC reconciliation (matched / unmatched)
- Supplier-wise ITC summary
AI Document Parser
- Bank statement: all transactions auto-categorized
- Purchase invoice: HSN, GSTIN, ITC eligibility
- Sale invoice: GSTR-1 ready extraction
- Form 16: salary breakup + Chapter VI-A deductions
- Quarterly TDS breakdown from Form 16
- Batch upload (multiple files at once)
- CSV export for Tally / GST filing
WhatsApp Document Collection
- Request documents from clients via WhatsApp
- Uses Meta WhatsApp Business Cloud API
- Auto phone normalisation to E.164 (+91)
- Pre-typed document request messages
- Track sent / received status per request
- Log of all document requests per client
- Works with existing Meta integration
AI Website Chatbot
- Trained on your firm's Knowledge Base
- Embed on firm website with one script tag
- Answers GST, ITR, TDS queries 24/7
- Captures visitor name + email → CRM lead
- Fully branded to your firm's identity
- Chat session logs in your admin panel
- Works alongside AI Assistant for staff
GST Portal Auto-Pull
- Connect via GSP (Adaequare, Masters India, etc.)
- Store GSP credentials securely in Settings
- OTP-based auth per client GSTIN
- Pull GSTR-1, GSTR-3B, GSTR-2A status
- Auto-updates compliance tracker on pull
- ARN and filing date synced automatically
- Works with any NIC-standard GSP API
Direct Tally Push
- Download lightweight Node.js connector script
- Connector polls TaxZeo every 3 seconds
- Push bank statement XML to Tally instantly
- Push purchase/sales invoice as Tally voucher
- Payment / Receipt / Purchase / Sales types
- Works with Tally.ERP 9 & Tally Prime
- Connector status badge (Online/Offline)
AI Correction Memory
- Remembers every category correction you make
- Applies rules automatically on next parse
- Client-specific keyword → field → value rules
- Ledger head & category auto-assignment
- Eliminates repetitive re-categorization
- Rule manager in OCR settings
- Auto-detects new vendor GSTINs from invoices
Ready to Transform Your Practice?
Fill in your details and our team will reach out within 24 hours.
Stop Juggling Tools. Start Managing Your Practice.
Replace WhatsApp, Google Drive, and Excel with one platform built for Indian CA firms. Complete with AI document parsing, GST notice management, GSTR-2B reconciliation, and compliance automation.
Simple pricing. Pehla mahina free.
All plans: 1 month free · no card · cancel anytime · GST invoice provided
billed annually · ₹29,999/yr
- Compliance tracker (GST, TDS, ITR, ROC)
- Client portal + email reminders
- GST-ready invoicing
- Tally connector
- Team tasks & roles
- Firm website + AI chatbot + CRM
- Priority + onboarding call support