Clients
Client 360
Run Your Entire Tax Practice From One Place.
Clients, documents, compliance, workflows and billing — connected in one secure workspace.
See how TaxOS works
See TaxOS in Action
Your practice has clients, documents, deadlines, tasks, workflows and payments happening at the same time. TaxOS brings them together in one operating system built for tax professionals.
In this tour: a client is onboarded with KYC, documents are requested and reviewed in the client portal, a workflow moves the engagement through preparation and approval, compliance deadlines stay visible, invoices and payments follow the services delivered, and the whole team works from the same context. Prefer to read? Every step is described in the sections below.
Clients
Manage every client from one workspace.
Documents
Request, collect, review and organise documents securely.
Compliance
Track obligations, deadlines and risk.
Workflows
Standardise repeatable tax processes.
Billing
Manage services, invoices and payments.
Team
Coordinate your tax team in one workspace.
Everything is connected.
- Clients
- Documents
- Compliance
- Tasks
- Workflows
- Billing
- Team
- Client portal
One operating system
Your practice, orbiting one system.
TaxOS
The Operating System for Tax Professionals
- ClientsClient 360
- DocumentsRequest → Review → Approve
- ComplianceDeadlines → Risk → Action
- TasksAssign → Track → Complete
- WorkflowsStandardize → Automate → Repeat
- BillingService → Invoice → Payment
- TeamChat → Share → Collaborate
- Client portalRequest → Upload → Complete
Eight connected systems
Your Practice. One Connected Workspace.
Documents
Request → Review → Approve
Compliance
Deadlines → Risk → Action
Tasks
Assign → Track → Complete
Workflows
Standardize → Automate → Repeat
Billing
Service → Invoice → Payment
Team
Chat → Share → Collaborate
Client portal
Request → Upload → Complete
The old way
Too Many Tools. Too Much Chasing.
Without TaxOS
WhatsAppEmailExcelFoldersManual remindersSeparate billing
One connected workspace
With TaxOS
ClientsDocumentsComplianceTasksWorkflowsBillingTeam chatClient portal
Client 360
Every Client. One Complete View.
Compliance
Know What Needs Attention.
Workflows
Standardize How Your Firm Works.
Build once. Run consistently.
Client onboarding
- New client
- KYC
- Documents
- Review
- Approval
- Active
ITR preparation
- Documents
- Preparation
- Review
- Client approval
- Ready
Billing
Connect Your Work to Your Revenue.
- ServiceGST compliance
- Quotation₹10,000
- Invoice₹11,800
- Payment₹11,800
- ReceiptIssued
₹42K
Invoiced
₹28K
Collected
₹14K
Outstanding
Illustrative figures.
Team
Keep Your Team Working in Context.
Client portal
Give Every Client Their Own Secure Workspace.
Most Tax Software Helps You File.
Security
Built Around Your Clients' Data.
TaxOS security
- Organization isolation
- Role-based access
- Private documents
- Audit trail
- Secure client portal
- Internal communication