Give your clients a 24/7 web portal under your firm's brand. Let them upload tax records, approve computation drafts, and retrieve past filings anytime.
Replace messy email threads and unorganized drives with a sleek, branded portal that reflects the prestige of your practice.
Customize with your firm logo, brand colors, custom domain, and company contact details.
Clients can independently download historical ITRs, balance sheets, and audit certifications anytime.
Review computation sheets and capture legally valid electronic signatures with full audit trails.
Clients view outstanding invoices and make online payments directly via UPI, NetBanking, and Cards.
Promoters with multiple businesses can toggle between entity accounts with a single login.
FY24 Tax Audit Draft
Signature Required
ITR-6 Acknowledgment
Filed & Verified ✓“
Onboard your clients to a world-class digital experience in minutes.
Configure your firm subdomain (e.g. client.yourfirm.com), upload your logo, and set brand colors.
Send automated welcome invitations with secure login credentials via WhatsApp and Email.
Publish tax computations and audit drafts for instant client review and digital e-signature.
All historical returns and certifications remain available for client self-service download 24/7.
Turn everyday client communication into an exceptional digital experience.
Run the portal under your firm's own domain name with zero third-party branding visible.
Capture IT Act compliant electronic signatures directly on computation sheets and audit documents.
Structured query desk prevents important client clarifications from getting lost in WhatsApp chat.
Accept UPI, credit cards, and NetBanking payments with instant auto-reconciled receipts.
Allow clients to grant their CFO, accountant, or HR manager granular viewing and upload permissions.
Enterprise cloud security with strict encryption at rest and in transit for all client documents.