CAs & Consultants Features
Everything a CA or tax consultant needs — client management, IT portal imports, AI compliance checks, and collaborative filing tools in one place.
Supercharge Your Tax Practice
Invite clients and manage their taxes from start to finish. Make confident, tax-advantaged decisions on their behalf — and deliver a seamless, professional filing experience.
Dedicated CA / Tax Consultant Portal
A separate portal built for tax professionals — manage all your clients from a single dashboard, track filing status, and deliver expert services at scale.
Collaborative Working with Clients
Work alongside your clients in real time — share filing progress, request documents, send clarifications, and get approvals before submitting.
E-Filing for ITR 1, 2, 3 & 4
Generate and submit validated ITR JSON files for all four ITR forms on behalf of your clients directly to the e-filing portal.
Import from IT Portal — AIS, Prefill, 26AS & Previous ITRs
Fetch client AIS, prefill data, 26AS tax credit statements, and previous year ITRs directly from the IT portal — eliminating manual document collection.
Capital Gains from Investment Brokers
Upload client broker statements from Zerodha, Groww, Upstox, Angel One, and more to auto-compute capital gains — no manual calculations.
Side-by-Side Data Comparison
Review and reconcile client AIS, Form 16, broker capital gains, prefill data, and manual entries side-by-side to catch discrepancies before filing.
AI-Based Compliance Check
AI validates each client return for errors, mismatches, and missing data — so you can deliver accurate filings with confidence.
Detailed Step-by-Step Tax Computation
Review a full section-by-section tax computation for every client, including old vs. new regime comparison and capital gains breakdowns.
Cloud & Desktop Solution
Access the consultant portal from any browser, or use the desktop app for offline client work — data stays synced across both.
Client Form 16 via WhatsApp
Receive client Form 16 PDFs on WhatsApp — auto-matched to the correct client filing and processed instantly.
Document Sharing via WhatsApp
Share tax computation PDFs, ITR acknowledgments, and filing due date reminders with clients instantly via WhatsApp.
Auto Return Form Selection
Automatically identify the correct ITR form for each client based on their income sources — no guesswork required.
Secure Client Document Storage
Store and manage all client documents, returns, and financial records securely with per-client access control and easy retrieval.
Make Informed, Tax-Advantaged Decisions
Help clients choose the optimal tax regime, calculate advance tax across all four installments, and file on time — with full visibility into the numbers behind every recommendation.
Maximum Refunds with AI Recommendations
AI scans each client's income, deductions, and credits to surface every eligible saving — so you can deliver the maximum refund they're entitled to.
Manage Clients with Ease
Your unique dashboard lets you track and manage all your clients in one place. Work faster, provide valuable insights, and get quick access to each client's taxes and filings.
Mobile App
Manage your client filings, review tax computations, and track deadlines on the go — available on iOS and Android.
Elevate Your Tax Practice
Professional tools at your fingertips — tax planning & filing, portfolio tracker, tax P&L, documents, and calculators — everything you need to run a high-performing tax practice.
Generate and Share Tax Reports
Instantly generate detailed tax computation reports, ITR acknowledgments, and refund summaries — and share them with clients via WhatsApp or email in one click.
Take Your Tax Practice Online
Move your practice to the cloud and serve clients from anywhere. Offer a modern, digital-first experience that sets you apart from traditional offline CA practices.
Why Choose IndiaTax.AI?
Fast filing with modern user interface
Direct filing using IT Department's APIs for faster filing
Authorized by IT Department as e-Return Intermediary
Dashboard showing all tax details of a client in one simple interface
WhatsApp parsing of Form 16 and other tax data
Side-by-side compare of AIS, Form 16, Prefill and user data to quickly identify potential compliance issues
Collaborative filing with clients using our application
AI based compliance check and validations
Transparent and detailed tax calculation breakdown
Continuous monitoring of IT Department for notices, demands etc.
Explore the CAs / Tax Consultants Filing Platform
Click any section to preview exactly what you'll see — from personal details to business income and advanced disclosures.
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