Find yourself here
Take the modules you need — the client master and calendar stay the same either way.
The whole statutory
surface. Not a demo of it.
Most platforms show you three feature cards. Here is the actual index of what taxfilo files — every form, every section, in the depth a practice needs.
Monthly returns and the year-end reconciliation in one client register.
A real computation engine — liability updates live as you enter income.
Challan-first, the way every deductor already works.
Company secretarial without the spreadsheet chaos.
Every practice has a month
that almost breaks it.
For most firms it is September — GST, audit ITRs, TDS and DIR-3 KYC landing in the same three weeks. taxfilo exists for exactly that month.
Filing is half the job.
This is the other half.
The work that lives in WhatsApp groups, Excel trackers and sticky notes today — pulled into one place your whole team can see.
One client record
Add a client once and the same record serves GST, ITR, TDS and ROC. No duplicate masters, no reconciling two spellings of the same name.
Auto-fetch at creation
Type a GSTIN, PAN or CIN and the master fills itself — legal name, address, constitution, directors — from the portal and MCA V3.
Compliance calendar
Every due date across every client and module, generated automatically. Advance alerts seven days out, visible to the whole firm.
Task management
Work that is not a return still has to happen. Create tasks, assign them, set due dates, and close them from your phone.
Work queue
Every pending return and task in the firm on one board — assigned, dated, and flagged when it goes overdue.
Notes everywhere
Notes on every return and on the client record itself, so the reason behind a figure is there next year when someone asks.
User controls
Granular permissions per role and per client. A junior sees their assigned book, a manager sees the team, a partner sees the firm.
Client status link
A public link a client can open to see where their return stands. Stops the fourth follow-up call.
Enquiry module
A mini CRM for work before it becomes a client — capture the call, send the checklist, follow up, convert.
Three screens your team
will live in.
The 2B gap, found before your client finds it.
Books against the portal, invoice by invoice. Matched, mismatched and missing rows separated automatically, with the ITC impact of each bucket in rupees — so the March conversation is a summary, not an investigation.
A computation engine, not a data-entry form.
Liability recalculates as you type. Old versus new regime sits side by side the whole way through, so the regime advice you give a client is a number on screen rather than a spreadsheet you rebuild every year.
Who is holding what, without asking.
Every pending return in the firm on one board, assigned to a person with a due date attached. The partner sees load, the staff sees their list, and nobody has to reconstruct status from a WhatsApp thread.
The practice runs
from your pocket.
Not a cut-down viewer. Tasks, deadlines, client records and notes on the phone — because the questions that matter arrive when you are away from the desk.
Tasks in your hand
Assign, reassign and close tasks between meetings. The person who owns it gets a notification, not a message in a group.
Deadlines with you
What is due this week, per client, with the seven-day alerts arriving on the phone rather than in an inbox you open at night.
The 3pm client call
Client rings while you are out. Open their record, read the real status, answer once — instead of promising to check and call back.
Notes on the spot
Leave a note against the client or the return the moment the conversation happens, so it is not lost by the time you reach a desk.
A mini CRM for work
that is not a client yet.
Every practice loses work between the first phone call and the engagement letter. The enquiry module holds that stage properly — no other tax software has a concept for it.
Capture on the call
Log the enquiry while the person is still on the line — service asked for, entity type, who referred them.
Send the checklist
Fire off the document list for the service they asked about, before they hang up.
Follow up on time
Reminders on open enquiries, so a quote does not go cold because nobody chased it.
Convert without retyping
When they say yes, the enquiry becomes a client record — everything captured carries straight over.
Set up once.
Then it runs on its own.
Add your clients
Type a GSTIN, PAN or CIN and the record fills itself from the portal and MCA V3, with duplicate checks as you go. Coming off older desktop software? Send us a sample export and we will tell you honestly how much of it we can bring across.
The calendar fills itself
Every due date for every client across GST, ITR, TDS and ROC appears without anyone entering it. Your team sees the same board, and alerts go out seven days before each deadline.
Prepare and file
One register per client, per module. Computation runs as you type, validation catches what the portal would have rejected, and the portal-ready file comes out the other end.
Wired into the portals
you already file on.
Data comes in from the source of truth rather than being retyped — and goes back out in the exact format each portal expects.
Taxpayer details, return history, cash and ITC ledgers, 2A and 2B inward supply — fetched, not retyped.
Portal-compliant ITR JSON for direct upload, with AIS, TIS and 26AS prefill on the way in.
TDS statements aligned to the Income Tax Act 2025 forms and the 4-digit payment code set.
Entity master and director data pulled at onboarding, so ROC records start clean.
Bulk client import and a GSTR-1 import wizard that maps your existing sheets section by section.
Sales and purchase registers imported for reconciliation against what the portal actually shows.
Written by someone who
files these returns.
“Every screen sequence matches how a practice actually works, not how a developer imagined the data model. We never simplify at the cost of correctness — full depth, clean surface.”
When a rule changes — a threshold, a form, a due date — it ships in days, not in next year’s version. Speed of adaptability to regulatory change is the point of the whole thing.
Kapil Jindal — Founder, CA
What firms ask us first.
We are mid-season. Can we switch now?
Yes — most firms onboard a subset of clients first. Import your client master, let the calendar populate, and move filing across module by module rather than all at once.
What happens when a rule or form changes?
It ships as an update to every account, usually within days of notification. There is no version to buy and no installer to run — thresholds, forms and due dates track the law as it moves.
Can my staff see only their own clients?
Role-based access controls what each team member sees. Juniors work their assigned book, partners see the whole firm, and every change is written to an audit trail.
Where does our client data sit?
On infrastructure in India, encrypted in transit and at rest, handled in line with the DPDP Act. Your data is yours and exportable at any time.
Do you support Tax Audit under the new Act?
It is coming, and it sits inside the ITR module rather than as a separate product — the audit belongs with the return it supports. Form 26 under Section 63 is built to the published structure and ships once CBDT notifies the final schema. First deadline: September 30, 2027.
Can we take only the modules we need?
Yes. Modules are activated per account — a practice that only files ITR and TDS runs just those two, and a business that only needs GST and TDS takes just those. Switch another on later and it joins the same client master and the same calendar, with nothing to migrate.
We are a business, not a practice. Does that work?
It does. An in-house finance team uses the same modules for its own entities, with the client master holding your companies instead of clients. Multiple GSTINs and entities sit on one login with role controls per company.
Is there a limit on clients or returns?
The trial covers up to five clients with every module unlocked. Paid plans scale by practice size rather than by return count, so a busy September does not cost more than a quiet June.
Notes from the practice.
Cloud vs desktop tax software: what actually changes for your practice
The differences are no longer about features. They are operational — staff, client response, and what breaks in September.
Aug 18, 2026 · 6 minGSTThe real cost of a late GSTR-3B, calculated properly
Late fee is the visible number. Interest under Section 50 and blocked ITC downstream are the ones that hurt.
Aug 04, 2026 · 5 minIncome Tax Act 2025TDS forms are changing: what 138, 140 and 141 mean for deductors
The 194-series is going. Here is the mapping to the new four-digit payment codes, and what to fix before Q1.
Jul 22, 2026 · 7 min