Grow the practice. Not the spreadsheets.

Get early access How it works

Open items by area chart from the TaxExperts dashboard

Illustrative data.

TaxExperts · Overview

Document request

Received Form 16

Due filings

Due 20 Oct GSTR-3B

Journal entry

Balanced JV-0318

Product screens use illustrative data. Floating labels are illustrative.

GSTR-1GSTR-3BGSTR-9TDS 24QTDS 26QITR-1ITR-3ITR-6Form 3CDAOC-4MGT-7DIR-3 KYCAdvance taxPF / ESIGSTR-1GSTR-3BGSTR-9TDS 24QTDS 26QITR-1ITR-3ITR-6Form 3CDAOC-4MGT-7DIR-3 KYCAdvance taxPF / ESI

The real workspace

Look closer.

Your day at a glance
Open tasks, due filings, document requests and clients, scoped to what you are allowed to see.
Live workload
Open items by area, straight from the practice data. No weekly status spreadsheet.
Everything in the sidebar
Team chat, tasks, billing, accounting, reports, operations and masters, plus AI agents.

The usual way

Due dates in one sheet. Client details in another. Documents in WhatsApp. Invoices somewhere else. Your team spends the month finding things, not finishing them.

One workflow, end to end

From client onboarding to year-end close.

01
Every client, one record
PAN, GSTIN, directors, contacts and every engagement in one place. No more hunting through WhatsApp and Excel to answer "what do we do for this client?"
02
Filings that chase themselves
GST, ITR, TDS, ROC and audit schedules generated from service templates, with due dates and owners visible to the whole team.
03
Documents, requested once
Ask the client for exactly what you need. See what has arrived, what is pending and who is holding the file up.
04
Billing from the work done
Bill engagements as they close. Invoices, receipts and outstanding balances tied to the client, not a separate sheet.
05
Books that always balance
Double-entry ledgers and journals where the database refuses an unbalanced entry. Bank reconciliation and reports on top.

Everything the firm needs

Practice management and accounting, finally in the same room.

Filing tracker

Never ask "what is due?" again.

Schedules for GST, ITR, TDS, ROC and audit built from templates. See due dates by client, by person, by week.

GSTR-1GSTR-3BGSTR-9TDS 24QTDS 26QITR-1ITR-3ITR-6Form 3CDAOC-4

Client and engagement management

One record per client.

Contacts, identifiers and every engagement, with the full history one click away.

Document requests

Ask once, track the answer.

Request exactly what you need per filing and see what is still missing.

Billing

Invoices with GST built in.

CGST, SGST and IGST handled, with outstanding balances per client.

Journals and reports

Double-entry you can trust.

Ledgers, journals, bank reconciliation, year-end close and reports.

Coming soon

Import wizard.

Bring your existing clients and opening balances across without retyping.

Why not just accounting software?

Accounting tools run one business. You run forty.

Single-business accounting tools

TaxExperts

The unit of work

One business and its books. Your firm is a guest with an accountant seat.

Your whole client roster, with every engagement and filing in one workspace.

Deadlines

Each business tracks its own. Nobody sees the firm-wide picture.

One filing tracker across all clients: GST, ITR, TDS, ROC and audit, by due date and owner.

Chasing documents

Email and WhatsApp, outside the software.

Document requests per filing, with what has arrived and what is still missing.

Your team

A seat for the owner and one accountant.

Partners, managers and staff, each with their own role and permissions.

Billing

Invoicing a business's customers.

Billing your clients for the work you did, tied to the engagement.

Your own books

Separate product, separate login.

Double-entry accounting for the firm and for client work, in the same place.

TaxExperts tracks your filings and does not submit them to the government portals. You keep filing where you do today.

service lines out of the box

GST · ITR · TDS · ROC · Audit

isolated schema per firm

Your data never shares tables

unbalanced journals possible

Enforced by the database

workspace for practice and books

No second login, no re-keying

Agent-native · coming soon

Bring your own assistant. Keep the keys.

Connect the AI tools you already use to your workspace through a controlled connection. Ask "which clients still owe documents for ITR?" and get an answer from live data.

Read-only by default
Assistants propose changes, a person approves each one
Same permissions as the human it acts for, with an activity log

Assistant · connected

Who still owes documents for ITR this week?

3 clients. R. Iyer (rent receipts, 80C proofs), S. Verma (Form 16) and A. Khan (capital gains statement). Want me to draft reminders?

Proposed · needs your approval

Send document reminder to 3 clients

ApproveReject

Security and control

Client financial data deserves a careful home.

Isolated by firm

Each firm lives in its own database schema. Cross-firm access is not a setting you can get wrong.

Roles and permissions

Partners, managers and staff see and change only what their role allows.

Integrity in the database

Balanced journals and idempotent postings are enforced at the data layer, so a UI bug cannot corrupt the books.

Questions, answered.

What is TaxExperts?+

TaxExperts is practice management and accounting software for chartered accountant (CA) and tax practitioner firms in India. It keeps clients, GST, ITR, TDS, ROC and audit deadlines, document requests, billing and double-entry books in one workspace.

What can a CA firm do with TaxExperts?+

Keep one record per client and every engagement, track filing due dates by client, person and week, request and chase client documents per filing, bill clients with CGST, SGST and IGST handled, and keep ledgers, journals, bank reconciliation and reports in the same place.

Who is TaxExperts built for?+

Chartered accountant and tax practitioner firms in India, from solo practices to teams of fifty. It is designed around GST, income tax, TDS, ROC and audit work.

Does it file returns on the government portals?+

No. TaxExperts tracks the work: deadlines, owners, documents and status. Filing stays on the portals you already use, and your team sees exactly where each return stands.

Is each firm's data kept separate?+

Yes. Every firm runs in its own isolated schema, with role-based permissions inside the firm.

Can I bring my existing client data?+

A guided import wizard for clients and opening data is on the way. Early-access firms get help moving over.

What is the AI access?+

An agent-native layer so your own assistant can read your workspace through a controlled connection. It is read-only by default, and anything that changes data needs a person to approve it. It is coming soon.