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The practice operating system for tax and accounting firms — multi-tenant by design, audit-grade by default, and built around the workflows your team actually runs.
Trusted by 150+ firms across India
Trusted by ambitious firms across India
From first config to the next assessment year \u2014 one platform, three motions.
From lead gen to client onboarding, just share your workflow and the tools you use.
We design and set up custom automations that connect your tools with AI — so work happens while you sleep.
You get a plug-and-play dashboard with a walkthrough to manage everything easily.
Five product surfaces designed for the operational reality of CA firms — not bolt-ons to generic project management.
Versioned stage graphs, RBAC per stage, mandatory document gates and auto-advance on publish.
Three-layer checklists, multi-file groups, per-file approvals, and a recoverable recycle bin.
Your subdomain, your colors. Clients upload, track, message, and download — without leaving your brand.
Immutable, append-only audit log with before/after JSON for every mutation. Compliance you can hand over.
Roll 300 cases into the new assessment year in minutes — preview, execute, and download the report.
A few of the firms shipping faster, billing cleaner, and sleeping better since switching to Taxos.
From boutique tax practices to multi-partner firms — here is the difference Taxos makes.
“Our QA cycle that used to take 3 days now closes in under a day. The mandatory document gates alone removed half our back-and-forth.”
“April rollover used to mean a week of grunt work. With Taxos we created 312 cases in one preview-and-confirm flow.”
“Clients stopped pinging us on WhatsApp. They just open the portal, see the checklist, and upload. Quietly transformative.”
“The audit trail is the part our compliance partner loves most. Every mutation, every actor, recoverable for years.”
“Branding the client portal under our own subdomain made our practice look 10x more professional overnight.”
“Stage-level RBAC and mandatory checks finally mean juniors can move work forward without partner bottlenecks.”
“We tracked SLAs in three spreadsheets. Now I open one screen and know exactly where every case stands.”
“Custom workflows that used to take weeks of back-and-forth, we configured ourselves in under a day.”
Three sliders. One honest number. See the weekly hours and monthly billable value Taxos can return to your team.
Based on Taxos eliminating 75% of repetitive workflow, document and follow-up tasks. Real customer outcomes vary by firm size and workflow complexity.
The questions firms ask us most often, before and after they sign on.
Taxos is the practice operating system for tax and accounting firms in India. It replaces the patchwork of spreadsheets, WhatsApp threads, shared drives and ad-hoc trackers with one multi-tenant platform that runs your engagements, your client portal, and your audit trail.
Tell us a bit about your firm and what you’re trying to solve. A senior team member will respond within one business day.
Spin up a branded tenant in minutes. Bring one client, one case, one workflow — and feel the difference before lunch.