A secure portal in your firm’s name. Clients upload, sign and pay in one place; your team files every return from one pipeline.
A two-minute questionnaire turns a client's year into a checklist: W-2s and 1099s, or Form 16, AIS and 80C proofs. Clients upload from a phone camera and see what's still missing.
Every return sits in a stage. Drag it forward and the client hears about it. Open a client to verify documents, read wages and withholding straight off the form, and keep notes the client never sees.
Send the finished return with an e-file authorisation to sign. Invoice from the same screen; clients pay with your own payment link. Signed copies carry a certificate that shows if anything changed later.
On Pro: your logo, colours, sign-in banner and your own domain, like portal.yourfirm.com.
Income, deductions and life events become a document checklist automatically.
Verify, or ask for a clearer copy with a reason. Every view and download is logged.
Typed signature, timestamp, IP and a SHA-256 fingerprint of what was signed.
Bill from the client record. Overdue invoices are chased for you.
One thread per client for the whole team, with attachments and read receipts.
Move returns, reassign, request documents or open a new season in bulk.
Returns filed, turnaround, workload by preparer and fees collected. Export to CSV.
Owner, staff and client roles. Require authenticator codes for your whole team.
Missing documents, unsigned forms and unpaid invoices are followed up on a schedule.
Clients see where their return is, what you still need and when you last replied. On a phone it works like an app, with a bottom tab bar and camera upload.
Free has the whole product for up to 20 clients. Pro removes the limits and puts your brand and domain on the portal.
For a small practice getting started.
No card and no time limit.
Start freeYour brand, with no limits.
Billed ₹35,988 a year. You save ₹60,000.Billed monthly. Switch to yearly and save ₹60,000.
Try free for 15 days → or buy yearly nowor buy monthly nowSelf-hosted, with the source code.
A lifetime licence. No monthly fees.
Talk to salesPrices in INR. Compare plans and read the FAQ
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Set up your workspace in an afternoon. We'll help you move your clients over.
